You could automate this using code.
The NV "filter" sounds like you could use a query.
SELECT * FROM tblMember WHERE [vested status] = No
The current year (last year) can be taken automatically from the system date: iCurYear = DatePart("yyyy", Date()) - 1
I am not sure of the other steps you want to take. I know you can automate all of this.
Can you send a copy of the tables, plus post how the data would look before the steps, and how it would look after? You can have this code run everytime the database is opened (check for data or state first) and totally automate it rather than having to click a button.
Look it up at: http://wrox.books24x7.com