Sep 18
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Classroom Training in Portland – MIP GL Core Modules

By | Training | No Comments

Welter Consulting and RBP Methods are teaming up to offer classroom training for Abila MIP Fund Accounting. Want to brush up on your skills? Here’s your chance. Or maybe you’ve added team members to your staff and they’ve never been formally trained on the application. This is the perfect option for getting them up to speed.

So whether you are new to the software or need a refresher course, this one day class will go through the core accounting modules of MIP by looking at our accounting processes and tasks, and how we accomplish those processes in Abila MIP Fund Accounting.

When: Tuesday, Oct 27, 2015 9:00 AM – 4:00 PM PDT
Where: Oregon Society of CPA’s Training Facility 10206 SW Laurel Street Beaverton, OR 97005-3209
Cost: $695 per person; $595 per person in 2 or more attend from your organization

Register here

Here’s what we’ll cover:

• Navigation throughout the system including process manager favorites, shortcut & hot keys & the different tools bars and menus
• Review set-up of maintain records like vendors, customers, chart of accounts and distribution codes
• Review of all transaction entry screens and the purpose of each throughout the accounting core modules (General Ledger, Accounts Payable, Accounts Receivable, Bank Reconciliation Forms Designer, Data Import/Export, Grant Administration & Reporting.
• Review the features in MIP that help with efficiency & accuracy; including memorized documents, recurring documents, entry defaults, importing, batch review and posting, bank reconciliations & other period-end reconciliations and review & reporting.
• Discuss the various reports available & the purpose of each as it relates to our accounting process.
• We will focus on best practices throughout the training by looking at efficient processes, both in and out of the software
• Discuss internal controls needed by each of our accounting processes & identify areas in MIP that we can build these controls directly into the system.

Other details regarding the training:

•Free parking
•Breakfast, lunch. snacks & beverages are included in registration fee
•Individual workstation and class materials are provided for each student.
•Access to complimentary WiFi
•6 hours of CPE/day & certificate given to each attendee
•Minimum of 4 attendees to hold each class. As soon as the minimum attendance is met, you will receive confirmation by email and will be invoiced at that time.
•Out of town guests should wait to book travel until class is confirmed. Contact us for a list of nearby hotels/restaurants.
•Cancellation must be done 2+ weeks prior to class date for full refund

Please click here to register

Aug 17
0
2015 Abila MIP Fund Accounting Classroom Training

Last Chance for MIP Fund Accounting Classroom Training in 2015

By | Training | No Comments

2015 Abila MIP Fund Accounting Classroom TrainingWe have a full slate of classroom training in September and October perfect for brushing up your skills on Abila MIP Fund Accounting modules or getting a new hire up to speed.  Be sure and take advantage of these thorough  and valuable hands-on training sessions taught by our own Vicki Welter, CPA.

In addition to becoming more proficient and getting the most out of your Abila MIP Fund Accounting software, any training you attend is eligible for CPE credits.

Be sure to register today as the deadline is September 11, 2015 for the September 28 – October 1 classes.

General Ledger Core Modules MIP Fund Accounting 2-Day Classroom Training
September 28 and 29, 2015 (Monday and Tuesday) 9:00 – 4:00 PDT daily
Register here

Payroll MIP Fund Accounting
September 30, 2015 (Wednesday) 9:00 – 4:00 PDT daily
Register here

HR Management & Employee Web Services MIP Fund Accounting Classroom Training
October 1, 2015 (Thursday) 9:00 – 4:00 PDT daily
Register here

Fundamentals in Report Writing MIP Fund Accounting
October 19, 2015 (Monday) 9:00 – 4:00 PDT daily
Register here

Advanced Report Writing MIP Fund Accounting
October 20, 2015 (Tuesday) 9:00 – 4:00 PDT daily
Register here

Budgeting MIP Fund Accounting
October 21, 2015 (Wednesday) 9:00 – 4:00 PDT daily
Register here

Accounts Payable Experts Training MIP Fund Accounting
October 22, 2015 (Thursday) 9:00 – 4:00 PDT daily
Register here

Q:  Where will the Abila MIP Fund Accounting Training be held?

A:  Computer Classrooms In Seattle, 10604 NE 38th Place, Suite 118, Kirkland, WA 98033

Q:  How much are the classes?

A:  Registration fees vary.  Click on the registration links and you will see the pricing.  There is a discount for Welter clients who are on our Welter User Support Plan.

Q: How long are the training sessions?

A: Classes are held from 9:00 – 4:00 daily.

Other classroom training information:

  • Free parking
  • Breakfast, lunch. snacks & beverages are included in registration fee
  • Individual workstation and class materials are provided for each student.
  • Access to complimentary WiFi
  • 6 hours of CPE/day & certificate given to each attendee
  • Minimum of 4 attendees to hold each class. As soon as the minimum attendance is met, you will receive confirmation by email and will be invoiced at that time.
  • Out of town guests should wait to book travel until class is confirmed. Contact us for a list of nearby hotels/restaurants.
Aug 12
0

Questions about ACA?

By | Healthcare, MIP Fund Accounting | No Comments

ACA in a Nutshell: Using MIP to help with ACA ReportingIf you use Abila MIP Fund Accounting and have questions about the impact of the Affordable Care Act, we invite you to join us for a free webinar, ‘ACA in a Nutshell: Using MIP to help with ACA Reporting’ on September 10 at 10:00 PDT.  The webinar is free but registration is required.

Register here

This free webinar will show attendees how to collect and report on ACA data in MIP using the Payroll, Human Resource Management & Employee Web Service modules. We will discuss how this information is entered into the system and who/how it should be entered and effect on ACA reporting. Understand how ACA will affect your organization before the end of the year!

Co-Presented with Melinda White, CPA of RMBS (Developers/Programmers of the HR/EWS Modules for MIP)

May 31
0

Looking for True Fund Accounting? Here are 5 Must Have Characteristics

By | Nonprofit | No Comments

1. The Fund Accounting software is purpose-built for nonprofits.

As your nonprofit grows and gains a variety of funding sources, that entry level software solution probably quit meeting your tracking and reporting requirements long ago. True fund accounting software is designed from the ground-up for the reporting and coding complexities of the nonprofit world and it is not a re-purposed or tweaked version of for-profit software.

2. Multidimensional charts of accounts

True Fund Accounting software allows you to adapt the software to each funding stream’s unique conditions, which is vital when funding sources have diverse requirements. Welter Consulting recommends Abila MIP Fund Accounting which allows you to keep track of multiple donation and grant sources spread over numerous projects and with varying fiscal periods, while accommodating new grants and funding sources as they grow.

3. Instant transparency for all of your stakeholders

True Fund Accounting software makes it easy to generate sophisticated, audit-level reports for seasoned professionals and auditors, as well as simple, high-level reports that meet the needs of non-accounting team members. You can easily generate reports without custom report writing, whether for a single funding source or for a specific grant.

4. Interconnects to other mission-critical systems

Pulling data easily and more accurately into and out of the system is critical to smooth operations. This is where integration to mission-critical software – including program management, fundraising, and HR software – is essential.

5. Support from knowledgeable representatives

Welter Consulting only works with Nonprofits. We’ve worked with over a hundred different Nonprofit organizations. We not only understand the particular needs of Nonprofit organizations, we have deep expertise on best practices and accounting requirements.