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Free Bromelkamp Company Webinars

Audio-visual recordings of all free Bromelkamp Company webinars can be downloaded below. Click on a webinar title go jump to a description, or click on the links to the right of the title to download a recording of the session or a PDF of the presentation slides.


View how-to download instructions by each webinar's description below.

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Title

 Recording

 Slides

 Accounting: What's New in Pearl Version 4.29 - FREE!

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 Accruals - Grants Payable & Gifts  Receivable - FREE!

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 Akoya.net Users Group - FREE!

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 Automatic Due Diligence with New Pearl GuideStar Charity Check - FREE!  8/25/11 session

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 Automatic Due Diligence with New Pearl GuideStar Charity Check - FREE!  8/29/11 session

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 Automatic Due Diligence with New Pearl GuideStar Charity Check - FREE!  9/12/11 session

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 Bromelkamp Company Today - FREE!

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Bromelkamp Academy Keynote Address: Web Services, The New Integration

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 Cloud Computing - FREE!

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 Community Pearl Users Group - FREE!

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 Database Tune-up - FREE!

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eGrant.net: Streamline your Grant Making Process FREE

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 eGrant.net Users Group - FREE!

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eGrant.net Reviewer Users Group

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 Electronic Funds Transfer in a Bromelkamp World - FREE!

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Four Things to Teach Your Accountant - FREE!

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 FundWeb.net: Online Donor Statements & Recommendations - FREE!

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 Get More Accomplished With Pearl Using Companion Products - FREE!

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 Get More from Your Software

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 How to Hold a Webinar - FREE!

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 Link Pearl to Your Accounting Software - FREE!

  view/download recording

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 Mapping Software & Pearl: Visualize Your Data - FREE!

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Online Grants Management w/ First Akoya.net

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 Paperless Scholarships with eGrant.net - FREE!

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Toward a Paperless Office - FREE

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 What's New in Pearl Version 5.0 - FREE! 8/29/11 session

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 What's New in Pearl Version 5.0 - FREE! 9/7/11 session

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What's New in Pearl 5.03? 1/28/14 session view/download recording

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Accounting: What's New in Pearl Version 4.29 - FREE!
 - download recording      - download slides      - view download instructions

Several improvements to Pearl Fund Accounting are included in version 4.29. In this free session, Nicki will take you on a brief guided tour of what’s new including:

  -  New feature FolioReverse offers to create GJ record to reverse previous posting
  - 
Pearl Ledger reports can now be sorted by Name.
  -  Improvements to
Pearl Revenues & Expenditures Report and Pearl Balance Sheet  
  -  Improvements to
Bank Reconciliation form for easier reconciling.
  -  Imrovements to
Pearl Posting form  
 
With a new setting, you can now add fields to qryLedgerXX & your changes are preserved.
  - 
Filter Builder can now be used on the report General Journal Edit.
  -  And more!

 

Accruals - Grants Payable & Gifts Receivable - FREE!
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See a free demonstration of Pearl’s newest accounting feature: Accruals – Grants Payable and Gifts Receivable. Your financial reports will more accurately reflect activity once this feature has been implemented without the additional work of making separate journal entries.

Previously, approved grant awards and expected gift payments were not recognized in the general ledger by Pearl, as these transactions were not posted until the actual grant check was cut and gift check was received. With the new Grant Payable/Gifts Receivable feature your Pearl financial reports can reflect these types of commitments.

 

 Akoya.net Users Group - FREE!

-download recording         -download slides          -view download instructions

We invite our current Akoya.net software clients to gather to share ideas, ask questions about how to make best use of their technology, and assist in the future development of our products. Please join us for this valuable opportunity to share ideas and solutions with your colleagues.

Automatic Due Diligence with New Pearl GuideStar Charity Check - FREE!
 - view/download 8/25 recording      - download slides    - view download instructions
 view/download 8/29 recording 
 - view/download 9/12 recording 

Did you know that asking applicants for a copy of their exemption letter is no longer accepted proof of their exempt status? The IRS says you have to check Publication 78, and the best place to do that is GuideStar Charity Check.


GuideStar dramatically increased their price for Charity Check and discontinued the 40% discount we've passed on to you in the past. We have responded by developing Pearl GuideStar Charity Check, a new feature that automatically checks the GuideStar database and informs you when you need to take action because an organization's exemption is in question. Pearl GuideStar Charity Check replaces your previous GuideStar Charity Check subscription. It will save most clients a significant amount of money as compared to buying Charity Check directly from GuideStar. And it's automatic, you don't need to click anything unless you want to double-check, then the click to open the applicant's GuideStar page works the same as before.

Watch this free session to learn more about the benefits of Pearl GuideStar Charity Check and what these changes offer you.

 

Bromelkamp Company Today
-
view/download recording      - download slides     - view download instructions

Have you had Pearl for a while? Do you hear from other Pearl users that they can do something you can’t? Do you wonder what new Pearl buyers get? What about Akoya.net or eGrant.net? Do you wonder what these products are, how they are evolving, or how online grant management or online grant applications might enhance your process? We’ve heard your questions!

Come for our annual tour of Bromelkamp Company products as we sell them today. We’ll give an overview of recent changes and upcoming additions to Pearl, Akoya.net, eGrant.net and some of the Companion products that integrate with Pearl . It will be a quick tour, like looking at everything on the bistro menu. Later, you can decide if anything catches your interest.

Bromelkamp Company Keynote Address: Web Services, The New Integration - FREE!

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Cloud Computing - FREE!
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What is Cloud Computing? Most likely you’ve heard the term cloud computing quite a bit and it probably makes you scratch your head. You’re not alone!  The fact is, “cloud computing” means something different to every person or organization that uses the Internet. Confusing the issue more, there are many cloud computing providers, each promoting their own definition of cloud computing, based on what it is they are trying to sell.

So, how can cloud computing help you? Well, it probably already does…and you may not even be aware of it. In this session, presenter Matt Van Dyke will give you a simple definition of cloud computing, discuss what types of cloud computing are emerging, and imagine how cloud computing might help you in your organization.

Community Pearl Users Group
- view/download recording       - download slides      - view download instructions

In this session we invited our current and prospective Community Pearl software clients to gather to share ideas, ask questions about how to make best use of their technology, and assist in the future development of our products. Participants asked questions about the software and shared ideas and solutions with their colleagues. Jan Maino and Nicki Charles facilitated the discussion, answered questions and solicited participant ideas about potential improvements to Community Pearl.

Database Tune-up - FREE!
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  “I bet there's an easier/faster way to ...”
  “This report would be even better if …”
  “What are all these queries/reports for?”
 
When you are using Pearl, if you find yourself having any of the above thoughts, then it may be time for a Database Tune-up. Our Database Tune-up process is a great way to capitalize on your investment in a customizable system. 

In this 60 minute, FREE webinar, learn how this process can be used to:
 - Identify potential problems that need maintenance
 - Find inefficiencies that have developed over time
 - Educate you about what is now possible that may not have been in place when your system was installed.
 
This webinar is designed to introduce you to the benefits and possibilities of a Database Tune-up and to help you generate ideas about how you might improve your system. To learn more about Database Tune-up, click
here.

eGrant.net: Streamline your Grant Making Process

 - download recording - download slides - view download instructions

What you'll learn:
Save time and money by putting your grant or scholarship applications on-line with eGrant.net: an online data-collection tool that downloads directly into all Pearl products, as well as other grants management software.

Each application is built specifically to meet your unique needs and designed to maximize efficiency for you, your applicants, your recipients and your reviewers. eGrant.net’s data collection and communication tools facilitate the entire grant or scholarship cycle (letter of intent, application, revisions, review, interim and final reports, etc.). Improve service to applicants and reviewers while reducing publication, duplication, and distribution costs with eGrant.net.

In this free webinar we will demonstrate eGrant.net's features and answer any questions about how this tool can work for you. You will learn how eGrant.net can help you to:

• Streamline your application process by collecting data online instead of on paper
• Manage your entire grant or scholarship cycle start to finish, and provide online status information
• Promote digital document management by collecting attachments as digital files, including multimedia
• Increase data consistency/completeness and reduce unnecessary information/ineligible requests
• Reduce data entry and increase accuracy with eGrant.net’s easy import function
• Reduce publication, duplication, and distribution costs
• Streamline your review process with eGrant.net Review Module

eGrant.net Users Group

Session 1 (5/21/13)

 - view/download recording - download slides - view download instructions

Session 2 (5/28/13)
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Session 3 (5/24/13)

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It’s the big debut of our new look for eGrant.net! We’ve reorganized the user interface and changed much of the appearance. Attend this session to find out more about what’s different, how it will impact your users, and our timeline for delivery. Just to whet your appetite we’ve provided a little preview below.

Henry Bromelkamp and Kristin Hardin will be on hand to facilitate the discussion and answer your eGrant.net questions. There is no charge to participate in the session. Please join us for this valuable opportunity, and look for a future email with detailed instructions.

Electronic Funds Transfer in a Bromelamp World - FREE!
 - download recording      - download slides       - view download instructions
 
Pearl and eGrant.net collect and store and report data for you, and Chronicle provides you a
way to keep a lot of your notes and documents. Never type the same thing twice!

But why do we keep paying grants and receiving contributions on paper checks? You don’t have to! Electronic Funds Transfer technologies are faster, more reliable, cheaper, more accurate, less susceptible to loss or fraud, and save you time. Come explore with President Henry Bromelkamp some of the ways you can automate your payments to eliminate retyping and provide better service to your grantees or donors.

Four Things to Teach Your Accountant - FREE!
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Are spending too much time calculating fund fees? Are you confident in the accuracy of your investment allocation? Is your accountant able to produce up to date and correct fund balances at a moment’s notice? While there are lots of people familiar with nonprofit accounting, finding or developing expertise in fund accounting in a community foundation can be a lot more elusive. Whether you are an Executive Director, CEO, CFO or a contracted accountant you should understand these four unique but essential financial functions of a Community Foundation. By attending this seminar you will increase your understanding of your financial policies, why they exist and how you can ensure they are followed. In an easy to understand format you’ll learn why these four essential functions are necessary and how you can ensure their accuracy no matter what software you use or who is completing the work:

- Joint Investment Allocation
- Fund Administrative Fees
- Spendable Allotment
- Rebalancing Funds

Come join us for a non-technical look at the concepts and options behind these four essential functions, invite your accountant to join us. Whether or not you or your accountant has a lot of community foundation experience, it's still your responsibility to understand the effects of your policies. You might find it helpful to brush up on your current allocation and spending policies and fee structures beforehand. Better yet, send them to Henry if you'd like to benefit as a case study. We'll discuss how your policies can add flexibility for your donors or more beneficial or easier for you, whether you use FIMS, Community Pearl, Excel spreadsheets, or other accounting software. No snoozing.


FundWeb.net: Online Donor Statements & Recommendations - FREE!
 - view/download recording      - download slides      - view download instructions

FundWeb.net allows you to provide up-to-the minute, 24/7 fund information to donors and fund trustees. This free webinar will introduce you to some of FundWeb.net's features with time to discuss how this tool can work for you. Click here to learn more about FundWeb.net.

Get More Accomplished With Pearl Using Companion Products - FREE!
 - view/download recording      - download slides       - view download instructions
 
Explore additional Bromelkamp Company products that work with Pearl to make your grants management processes easier, faster and more productive. Click here to learn more about Pearl Companion products.

 

 Get More from Your Software - FREE!
 - view/download recording       - download slides       - view download instructions

Sometimes it's frustrating to lack resources to get new technology. Or maybe you have the resources, but it's your time that's limited. You can probably get a lot done with the technology you have already. Let's look at streamlining your process by taking advantage of data collection, verification, cleanup, recordkeeping, process automation, and reporting tools that can save you time and money. Join Bromelkamp Company’s President Henry Bromelkamp for a wide-ranging presentation and discussion about how to better use technology in your office.

How to Hold a Webinar - FREE! 
Presented at the Grants Managers Network 2010 Annual Conference
 - download recording      - download slides      - view download instructions

Do your review committees or board convene from long distances? Or is it just hard to get them all together for an hour? Do you hold trainings for your grantees? Do you wish you could just show someone how to fill out your application form?

These are good purposes for online meetings. They have numerous advantages over physical meetings, such as scheduling ease, convenience, lower cost, and recordability. But a webinar is not just a conference call with pictures. Bromelkamp Company depends on webinars for meetings,trainings, and customer support. Come learn from Henry Bromelkamp and his staff how to plan, execute, and evaluate a webinar using the principles of distance learning. If your board is accustomed to meeting in Fort Myers, now they can stay home in Michigan, and they don’t need to know you’re in Puerto Vallarta.

Link Pearl to Your Accounting Software - FREE!
 - view/download recording      - download slides       - view download instructions

Learn how Pearl can “bridge” to external accounting systems, so you can streamline the
process of making payments or depositing money between Pearl and your accounting software. Pearl has built-in bridges to many popular accounting systems like Quickbooks, Peachtree, or IntAcct (Internet Accounting). In addition, we can help you link to your specific accounting software or add functionality to one of the built-in bridges.

Accounting bridges are a great  example of how Pearl can be customized to meet your specific needs and to help you work more efficiently. Never type the same thing twice!

Mapping Software and Pearl: Visualize Your Data - FREE!
 - download recording      - download slides        - view download instructions

Maps of data that you already have in Pearl can communicate information and reveal patterns more quickly and clearly than pages of text or reams of reports. Couple Pearl with mapping software and you can manage, analyze and display a variety of geographically referenced information. For example:

  -  Which communities do we impact with our giving?
  -  How does our giving relate to the population / income / racial/ethnic distribution?
  -  Where are there opportunities for raising awareness of our work? 
  -  How big is the gap between need and resources?
 
We will show you several different levels of mapping software with varying degrees of features, cost and complexity and discuss some "before you build a map" basics.Alex Shapiro from the Illinois Arts Council joins us to talk about how they are using Pearl data in maps.

Online Grants Management w/ First Akoya.net -

What you'll learn:

Perhaps you’ve heard of our online product Akoya.net but you aren’t quite sure what it does or how it’s different from eGrant.net or Pearl. Akoya.net is web-based grants management that’s customizable to work the way you do, like all our products. With Akoya.net, you can access information from anywhere, even offline! This solution requires minimal or no IT staff and no server. Manage your grants in a flexible, fast, economical database. This is the new generation of grants management.

Attend this free session to see a demonstration of Akoya.net and learn about its benefits.

· Automate & streamline the entire grant process with applicant notification, staff assignments, requirement reminders to grantees, and processing dates and benchmarks.

· Map & manage relationships with grantees and other constituents by maintaining records of communications, using follow up reminders, and easily categorizing contacts.

· Report & analyze data with built in reports, user-friendly filtering and search capabilities, new report creation with the intuitive report wizard, and the ability to output to a variety of file formats.

· Automate correspondence whether you use paper letters or entirely paperless email communication, email and word merge templates are customizable for content, appearance and inclusion of database fields.

· Enjoy convenience: Work online from anywhere. Work offline and synch up changes later. Akoya.net is built on Microsoft Dynamics and integrates seamlessly with Microsoft Office products.

Paperless Scholarships with eGrant.net - FREE!
 -  view/download recording       - download slides     - view download instructions

Save time, money and paper waste with eGrant.net’s Paperless Scholarship feature! In this FREE session, we demonstrate Paperless Scholarship and answer any questions you might have about how this tool can work for you.

Paperless Scholarship in eGrant.net includes:

  -  Secure Electronic Transcripts: Provides transcripts in the eGrant.net attachments with no mail or paper or email sorting

  -  Online References/Recommendations: Collects recommendations directly from references with no mail or paper or email sorting

  -  COMING SOON: Scholar Snapp™ Compatible: Allows students to apply to multiple scholarship sites without retyping their information

 

Toward a Paperless Office - FREE

- download recording - download slides - view download instructions

What You'll Learn:
Save time, money and paper waste with a paperless office!

-publish guidelines and application forms on the web
-applicant enters request on the web
-online application is more complete and accurate 
-paperless scholarship option: online references and transcripts 
-import request into grants database
-committee review online (or consistent paper format)
-notify applicant via email or secure web
-applicant submits progress/final reports on the web
-files are on computer
-electronic signatures or not?

 

 What's New in Pearl Version 5.0 - FREE!
Learn about new features in the Pearl update, version 5.0.
 -  view/download 8/29 recording       - download slides     - view download instructions
 -  view/download 9/7 recording 

We are pleased to announce the upcoming release of Pearl version 5.0! Several new features and improvements are included in version 5.0. In this free session, we will take you on a guided tour of what’s new including:

  -  An ACH text file can be generated in First Pearl without Pearl Accounting.
  -  Social Media: Pearl now enables hyperlinks from Facebook, Twitter, and YouTube fields in the menu bar and on double-clicks. (This feature's functionality is free and included in the update. However, set-up requires some customization billable at your hourly rate).
  -  The Pearl Revenues and Expenditures report now displays columns for up to 5-year comparison, as well as other changes to layout.
  -  Filter Builder includes a new operator: Does Not Contain, and handles field names with spaces.
  -  Vendor system is included in the update for accounting clients that do not yet have it

 

What's New in Pearl 5.03? - FREE!
Learn about new features in the Pearl update, version 5.03.
- view/download 1/28 recording - download slides - view download instructions

Join Henry Bromelkamp, President, as he provides an overview of enhanced features released in Pearl 5.03. Highlights include:

  • Batch CR Folios
  • FundWeb.net export enhancements
  • Improved management of gift fees
  • Posted backup files are created by day, not by month
  • Fund Fees and Spendable Allotment exclude net amount 3999
  • FeePercent can be used in Fund Fee Formula
  • Auto Net Asset Sweep: AccDueToDueFrom automatically moves 3010 Accumulated Earnings to 3000 Spendable for non-endowed funds
  • Enhancement exception handling in Charity Check
  • New Vendor reports

 

 
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