The 4-1-1 on ACA

September 3, 2015 10-11:00 am PDT
Click here to register

Do you keep hearing about the ACA (Affordable Care Act), but don’t know he impact it has on your job and your organization? Attend our free Nonprofit Enrichment Series Webinar to gain an understanding of the Affordable Care Act by giving you 12 points to consider in order to identify the specific areas that effect your organization. There has been a lot of conflicting information over the last year as to the compliance and reporting deadlines for ACA. This free webinar, taught by Vicki Welter, CPA & Steve Pohlman, CPA, will explain ACA in simple terms that you can understand & ensure compliance.

This webinar presented by Vicki Welter, CPA & Steve Pohlman, CPA

Steve Pohlman, Owner of Steven C. Pohlman, CPA is a CPA with a tax and consulting practice in Mercer Island with a history of helping people and businesses navigate through regulations and reporting requirements. He began his career in 1980 at Knight, Vale and Gregory, CPAs, working in the audit and reporting side of the business. After moving into the private world as the CFO of a trade association, he started his own business doing personal and business tax returns and helping small businesses with their accounting needs. Four years ago he added voluntary benefits to his suite of services to help employers attract and retain high quality employees.

 

Board Member Responsibility

September 10, 2015 9-10am
Click here to register

Learn about key areas the board is responsible for in their various roles, like management of the ED, Review of Financial Statements, Strategic Planning, Advisory Committee, Fundraising, Outreach programs. The purpose of this webinar is to clarify the board members’ roles and responsibilities collectively and individually. Board decisions greatly impact the organization’s development and effectiveness. These decisions can include selecting and managing the executive director and evaluating his/her performance; reviewing the financial statements in a timely fashion; being involved in strategic agency planning; advocating for, and participating in, fundraising and outreach; and participating in the advisory committee. We will discuss these roles and how the agency’s success directly depends on effective board leadership.

 

Internal Management Reporting Best Practices

October 8, 2015 9-10am
Click here to register

Implementing solid internal management reporting is one of the most important steps a company can take within the organization. Internal Management Reporting encompasses tools that managers can use to make good decisions based on relevant and accurate data, presented in a timely fashion. During this webinar you will learn the characteristics of a good internal management reporting environment, including accuracy, ease, timeliness and detail.

 

Outsourcing or Shared Services: An Option Every NonProfit Should Consider

November 12, 2015 9-10am
Click here to register

Maximizing Administration Dollars by outsourcing functions or using shared accounting services like payroll, HR, IT and other functions could help you lower your administration costs to comply with funding requirements. This free webinar will walk you through the process on how to look at these items and overall effect at your organization. We will also discuss using vendor contractors versus employees for certain tasks and how to compare these options when looking for certain services at your organization. Non-profits are always striving to cut costs, but still want to improve their business practices by maintaining skilled employees and acquiring capabilities and assets. Outsourcing has become a strategic tool for achieving high performance in the increasingly tight and competitive nonprofit field. We will discuss the different options and benefits of sharing accounting services, outsourcing payroll, HR and other departments, as well as how to determine when to use a contractor instead of employees for a specific service.

 

HSA, CDHP, HDHP, PPACA: The Alphabet of Employee Benefit Packages

Thursday, Dec 10, 2015 10:00 AM – 11:00 AM PST
Click here to register

The number of options related to employee benefit packages can be overwhelming. Non-Profit organizations are limited on the amount of money they can spend on employee benefit packages because of funding requirements. So how do non-profit organizations compete with other organizations in order to attract/retain good employees? Learn how your organization can “beef up” the benefit offering to employees without increasing costs to the organization by attending our free NP Enrichments Series webinar.

This webinar presented by Vicki Welter, CPA & Steve Pohlman, CPA

Steve Pohlman, Owner of Steven C. Pohlman, CPA is a CPA with a tax and consulting practice in Mercer Island with a history of helping people and businesses navigate through regulations and reporting requirements. He began his career in 1980 at Knight, Vale and Gregory, CPAs, working in the audit and reporting side of the business. After moving into the private world as the CFO of a trade association, he started his own business doing personal and business tax returns and helping small businesses with their accounting needs. Four years ago he added voluntary benefits to his suite of services to help employers attract and retain high quality employees.

 

Best Practices for Vendor Set-up, Tracking & Year End 1099 Reporting

Thursday, January 7, 2016 9:00 AM – 10:00 AM PST
Click here to register

Keeping up with the changes in tax regulation from year to year can be challenging! This 60 minute webinar details the information necessary for accurate 1099 reporting including: IRS requirements and penalties; when to use the 1099-Misc. form; and changes and current processing rules. We will also demonstrate streamlining advantages and tips for processing 1099’s with common non-profit accounting software like MIP Fund Accounting. We will also take a look at the rules surrounding a contractor vs employee to ensure you have the proper documentation in place to support your designation.

 

Demystifying the Cloud

Thursday, February 11, 2016 9:00 AM – 10:00 AM PST
Click here to register

Understanding the benefits of Cloud-based solutions will help you tremendously as you consider migrating system solutions to the Cloud. In this workshop we’ll look at the benefits of Cloud-based software and provide you the tools to determine for yourself whether moving to the Cloud is the right option for your organization. We’ll provide a layman’s description of cloud computing and dispel some of the common misbeliefs. We’ll discuss the benefits of cloud solutions for employees, volunteers and board members, and lastly we’ll provide best practices for selecting cloud based solutions. Cloud solutions are available for nonprofits to assist with email, fundraising, grant management, human resources, accounting, board management and more. Allow us to demystify the cloud in this free webinar.

Co-Presented by Vicki Welter, CPA of Welter Consulting, LLC & Bob Blake of Xanegy.

Bob Blake has an extensive 25+ year experience with the functional design, development and implementation strategy of accounting software. The last 17 of those years have been dedicated to providing solutions to the non- profit sector. Blake began his work with nonprofits at Catholic Charities in Saint Louis where he implemented Abila MIP Fund Accounting for 26 separate entities and served as controller for three organizations. In his last position before founding XANEGY, Robert was the Sr. Manager of Professional and Learning Services with Abila. Blake built a team of professionals to service the needs of the direct and channel partners while at Abila. Blake has worked with Intacct clients since starting the Intacct practice in 2012. In addition, Blake is experienced in all facets of the systems development life cycle – including design, development of specifications, management, implementation, performance, systems’ testing, and development & management of training. He graduated with a BS and an MA from Washington University, Saint Louis, MO.

 

Reconciling Payroll: Key Steps to Ensuring your 941’s, W2’s/W3’s, and Audit Schedules are Accurate

Thursday, March 10, 2016 9:00 AM – 10:00 AM PST
Click here to register

During this valuable webinar, we will walk through the step-by-step process for W2’s to better understand how to complete the required year-end reports and to experience a more efficient and effective way to process them. Knowing how we need to report at year end, will allow us to do quarterly reconciliations on payroll data that ensure accurate information reported at year-end to taxing authorities and employees. We will also show you how to incorporate the quarterly reconciliation process into producing an audit schedule to cut-down on year-end tasks we need to perform. We will help educate you on topics that pertain to better more efficient 941 reporting, payroll reconciliations & year-end reporting.

 

Have You Outgrown Your Current Software?

Thursday, April 14, 2016 9:00 AM – 10:00 AM PDT
Click here to register

When processes become slow and inefficient and spreadsheets are overused with data being entered multiple times in multiple places, it becomes almost impossible to retrieve data in a timely fashion. You may have accounting software that is incapable of processing payroll or other functions effectively or grant management or donor management systems that do not capture the data you need to report on? Or do you have lots of different tracking systems in place that do not talk to each other and data is captured in multiple areas? Sometimes, the software just does not “fit” the organization anymore. We will provide you with the tools to assess your situation and help you make a good decision, if you are ready for a change.

 

Unclaimed Property Requirements and Solutions

Thursday, May 12, 2016 9:00 AM – 10:00 AM PDT
Click here to register

How to ensure compliance with unclaimed property state requirements and make the process less painful and cumbersome is key to this free webinar. Learn what constitutes “unclaimed property”, and the major changes to the Unclaimed Property Law that impacts all holders of unclaimed property. Receive an overview of the unclaimed property reporting process and some of the various techniques that auditors use to uncover unclaimed property. Understand the various types of property that may be claimed by the states as unclaimed property and learn various possible structuring techniques to reduce unclaimed property liabilities.