Sales +1- 888-290-9087

Inspired Design meets Dynamic Technology

Inspired Design meets Dynamic Technology

Webinar Library

Use webinar recordings to deepen your software proficiency, refresh your skills or train new employees. Ninety-minute audio/visual webinar recordings are available for purchase for $130 each (unless otherwise indicated). Included in the cost of the webinar is 15 minutes with one of our knowledgable consultants to answer any questions you may have after viewing the recording. Remember, once you purchase a webinar, it is yours forever. If you ever lose the recording or slides contact This email address is being protected from spambots. You need JavaScript enabled to view it. to receive another copy at no charge!

We offer a discount on our series of Queries webinars: buy three recordings and get the fourth free!  For $390, you'll receive the recordings and slides for Queries 101, 102, 103, and 104.  Contact This email address is being protected from spambots. You need JavaScript enabled to view it. for more information.  

There are also many titles including recordings of both webinars and user groups, which can be downloaded for FREE directly from our website; click here to jump to the list.

Webinar Recordings Available for Purchase

Click on the title of the webinar to order.

Akoya.net Webinars
This email address is being protected from spambots. You need JavaScript enabled to view it.

Close integration between Akoya.net and Microsoft Outlook ensures that you can manage your email, schedule appointments, capture your interactions with grantees and donors, and work both on and offline. In this webinar, we'll quickly review key features such as tracking email, appointments, and tasks linked with Akoya.net records. Then we'll dive into more advanced features to increase your efficiency and productivity.

You'll learn how to:

  • Synchronize data and work in your Akoya.net database when you're not connected to the internet
  • Use Outlook to apply Akoya.net templates and/or run Mail Merge
  • Take advantage of Outlook functionality to enhance your view of Akoya.net data, including sorting, filtering, and conditional formatting
This email address is being protected from spambots. You need JavaScript enabled to view it. Have you been using Akoya.net for a while, and are comfortable navigating the database, generating reports, and adding data? Then you aren't a beginner anymore! Our new training webinar takes your Akoya.net knowledge to the next level. We will review terminology and navigation, as well as create personal and system views that work for you. We will learn ways to share views, create dashboards, change home screens, and customize quick searches. By the end of this webinar, you will be equipped to make the most of your Akoya.net!
This email address is being protected from spambots. You need JavaScript enabled to view it.

Learn how to use Akoya.net's built-in duplicate detection system to find and remove unwanted records!

You're not alone if you have duplicate records in your database, or which one to choose when completing a transaction. In Akoya.net, the system is designed to alert you immediately if it is detecting a duplicate, and then prompt you to take action. Most users just want to complete their transaction and are unsure of the steps, so they move past the prompts without cleaning up the duplicates. It's okay - we can help you with that! In this session you will:

  • Learn the key fields to identify a duplicate record
  • Learn how to detect and merge duplicates in a batch
  • Learn how to merge duplicates ad hoc
  • Understand your database settings and the wizard to enhance duplicate detection
  • Learn how to set up duplicate detection rules that work for your organization
Pearl Webinars
This email address is being protected from spambots. You need JavaScript enabled to view it. This webinar is intended for users of Community Pearl's accounting features. We'll discuss examples of the most frequently asked accounting questions, with a special focus on what you need to do to prepare for an audit. Discussion is encouraged so that all participants have the opportunity to learn from each other. Topics include:
  • What to do to prepare for audit
  • Account 2999
  • Accounting for Agency Funds (keeping track of the liability)
  • Running Queries for audit reports
  • Participant generated questions 
This email address is being protected from spambots. You need JavaScript enabled to view it. A great introduction for newer Pearl users—or a helpful refresher for the more experienced—you'll come away from this webinar with a basic understanding of several of Pearl's tools and features and the know-how to effectively incorporate these into your work. This quick-start session gets you up and running with a variety of essentials that allow you to successfully navigate Pearl to find, display, and use data. Until you have the opportunity for more extensive training, use this webinar to familiarize yourself with various useful Pearl topics. 
This email address is being protected from spambots. You need JavaScript enabled to view it. A useful introduction for those who are new to Pearl, you'll come away from this webinar with a basic understanding of Pearl's structure and the know-how to effectively find and add the data you need. This quick-start session gets you up and running until you have the opportunity for more extensive training. Great, too, as a review for more experienced users on how to maximize efficiency with Pearl's many helpful, time-saving features.

Learn to:
  • Understand Pearl's structure, including the uses of and relationships between different forms
  • Use Pearl's Find function to look up look up, change or add information
  • Apply standard Pearl data entry practices to make data entry quick, easy and accurate
  • Take advantage of time-saving data entry shortcuts
  • Avoid common data entry mistakes such as creating duplicate Name and Address records 
This email address is being protected from spambots. You need JavaScript enabled to view it. Create great looking reports and present in-depth data analysis with the skills taught in this webinar. In this session you will learn to use hard to find formatting options, do more complex calculations and analysis, and structure reports with multiple columns or subsections.

Topics include:
  • Formatting tips to prevent white space & extra pages
  • Formatting tips for different types of headers and footers
  • Formatting tips for text, numbers and dates
  • Creating subreports
  • Creating multi-column reports
  • Calculating totals and statistics 
This email address is being protected from spambots. You need JavaScript enabled to view it. Never type the same thing twice? How about never typing again? Avoid time-consuming and error-prone data entry by importing and exporting information directly into and out of Pearl. Importing/exporting functions can streamline a variety of tasks. For example, import information collected from a website, online grant application system, or other sources. Export Pearl data to a variety of file formats to easily share with board members, collaborators, vendors or others.

Gain the step-by-step know-how to confidently import and export data, and discover situations where you could save time with these processes. This webinar is intended for users already proficient in Pearl data entry practices. 
This email address is being protected from spambots. You need JavaScript enabled to view it.

Duplicates happen! Whether through everyday data entry errors or issues related to converting or importing data, duplicate records can find their way into the “cleanest” database despite your best efforts and decrease the reliability and functionality of your data.

Fortunately, Pearl is equipped with an easy way to remove these duplicates! Pearl’s de-duping utility, Duplicate Finder, transforms de-duping from an overwhelming and time consuming manual task to a faster, easier and mostly automated process.

This interactive session provides an in-depth examination of the Pearl Duplicate Finder process—from identifying duplicates to removing them. A fundamental skill for anyone who uses Pearl, this webinar is intended for basic level users on up. Great for brand new and experienced Pearl users alike who would like to gain confidence using this helpful tool.

You will learn: 
· Best practices for preventing duplicates
· How to use duplicate finder for regular maintenance
· How to use duplicate finder to resolve individual duplicates

This email address is being protected from spambots. You need JavaScript enabled to view it. You can zip through large or complicated mailing projects when your merge letters and Pearl work together. Merge letters and emails allow you to automate the generation of communications intended for specific groups and tailored for specific criteria. This webinar provides an introduction to/review of the basics of this fundamental Pearl skill, and also covers more advanced topics such as: Setting up letters to automatically fill in Pearl fields; Inserting fields in your letters that allow you to personalize and/or specify the content of your letters each time they are run; Using Pearl's Merge to Chronicle function; and more! This webinar is great for users ranging from basic to intermediate Pearl or Access in experience. 
This email address is being protected from spambots. You need JavaScript enabled to view it.

How many mailing labels do I need in order to send out this year's annual report? How many grant awards did we make this year? How much have we received in gifts over the last 3 years?

Any question that you can imagine asking of your database can be answered by a query! This webinar will give you the basic tools you need to start building your own queries and unlock Pearl's true potential. You will learn how to:

  • Understand how and when to use different types of queries
  • Run and modify an existing query
  • Dissect a query and learn its component parts
  • Build a new query from the ground up
  • Export your query results to Excel
This email address is being protected from spambots. You need JavaScript enabled to view it. Intended for users who are already familiar with query basics, this webinar takes your query-building savvy to the next level. Learn how to create more complex queries with topics including:
  • Using multi-level sorting to sort on more than one column
  • Using advanced criteria to make your queries more specific
  • Using both Pearl and Access Functions (e.g., add dates, or to pull out parts of a fieldsuch as the first- or last-name of the Name field)
  • Comparing fields within a query (e.g., compare the Grant amount to the Requestedamount)
  • Identifying helpful records in the query, such as finding the Top Value of a certain field 
This email address is being protected from spambots. You need JavaScript enabled to view it.

Intended for intermediate to advanced users, this webinar gives you the knowledge to build more specific and complex queries such as Group By and Crosstab queries. These queries are useful for quickly determining totals for groups of records, and they are valuable for summarizing data in annual reports.

In this webinar, you will learn how to:

  • Build and understand a Group By query
  • Use a Group By query to quickly aggregate data and provide totals, counts, and averages for groups of records
  • Build and understand a Crosstab query
  • Use the Crosstab query to create a matrix of data with totals
This email address is being protected from spambots. You need JavaScript enabled to view it. This webinar is intended for intermediate to advanced users who want to get the most out of their queries. Learn how to achieve the results you want with topics including:
  • Getting different results each time you run the query with user prompts
  • Using conditional statements (if this, then that, otherwise that) and multiple conditional statements (if this A, then that A, if this B, then that B, etc.)
  • Creating your own alias when using the same table multiple times in a query
  • Adding tables to a query so your results are more descriptive and less cryptic or symbolic
  • Using domain aggregate functions to calculate values (i.e. DSum or DCount)
  • Adding a subtable to a query to access information stored in a different part of the database (payments are often stored in subtables) 

 

Free Webinars

TO DOWNLOAD: Please RIGHT-CLICK the words "download recording" and choose "Save Target As...." (or your browser may indicate "Save Link As...") Then navigate to a folder of your choosing before clicking "Save."  Return to that folder to double-click the *.exe file and extract the webinar in *.wmv format.  Double-click the *.wmv file to play the recording.  Double-click the *.pdf file to view the webinar slides.

Bromelkamp Academy Keynote Address  Online Software: The Choice Between Convenience and Control- Cloud computing, Software as a Service (SaaS), web applications or online software, no matter what you call it; the ability to access software applications via the internet has become a viable option for many organizations. There is a lot of interest in this growing software distribution model, and it is easy to follow the trend. Foundations however need to understand and weigh the advantages and disadvantages of online software before they decide if online or installed software is right for them. This discussion will examine the benefits as well as the drawbacks of online software and presents two arguments: one for convenience and one for control. 

Download recording

Download slides 

Database Tune-up "I bet there's an easier/faster way to ..." or "This report would be even better if ..." or "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. 

Download recording

Download slides 

Four Things to Teach Your Accountant Are you 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 

Download recording

Download slides 

Get More Accomplished with Pearl Using Companion Products We invite you to learn more about functions you can add to their Pearl or Akoya.net system, and gather information about companions you'd like to see, ask questions about how to make best use of their technology, and to assist in the future development of our products.
  • Pearl/Akoya.net GuideStar Charity Check-Automatically verify applicants' exempt status and save PDF proof in the database
  • Pearl Outlook Updater-Automatically copy contact information from Pearl to an Outlook address book, accessible from your smart phone!
  • Pearl Bridge to Accounting- Copy transactions into your accounting system to eliminate retyping and reduce reconciling
  • Pearl ACH Direct Deposit- Pay your grantees and vendors electronically, or accept money from your donors' bank accounts
  • eGrant.net- Accept online applications and reports (with optional online review) that go directly into Pearl or Akoya.net
  • FundWeb.net-Provide online fund statements allowing 24/7 access to fund information and grant recommendations.
  • What would you like us to add? Credit card processing? Connection to Constant Contact or MailChimp? Henry Bromelkamp will be on hand to facilitate the discussion and answer your questions about our products and their companion tools. Prospective Bromelkamp Company clients are welcome. There is no charge to participate in the session. 

Download recording

(Slides not available)

Toward a Paperless Office 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? 

Download recording

Download slides 

User Group: Community Pearl In this session we invite 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 are encouraged to ask questions about the software and share ideas and solutions with their colleagues.  Download recording

Download slides 
User Group: eGrant.net We invite our eGrant.net clients to gather to share ideas, ask questions about how to best make  use of their technology, and give feedback on future development of eGrant.net and it's extension modules Reviewer and Moderator. Participants are encouraged to ask questions about the software and share ideas and solutions with their colleagues. Download recording

Download slides 
What's New in Pearl 5.03?  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

Download recording

Download slides 

 

 To see upcoming webinar opportunities, see our "Learning Opportunities" page.

where can i buy autocad lt 2014 where i 2014 photoshop cs6 extended student discount find more info review