JMT Consulting

Mon, May 20 2019, 8:00 AM - Thu, May 23 2019, 2:00 PM [EST]

350 Trolley Line Boulevard , Ledyard, CT, 06339, United States

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INNOVATE Registration Partial Approval -$1,150.00

Price includes INNOVATE conference only 5/21-5/23. ***If you have a coupon code please make sure to check the I Have A Discount Code Box below pricing information***

Pre Conference & INNOVATE Conference Bundle (MIP Track) Partial Approval - $1,635.00

Price Includes Pre-Conference MIP Track and INNOVATE Conference Bundle. 5/20-5/23 ***If you have a coupon code please make sure to check the I Have A Discount Code Box below pricing information***

Pre Conference & INNOVATE Conference Bundle (Intacct Track) Partial Approval -$1,635.00

Price Includes Pre-Conference INTACCT Track and INNOVATE Conference Bundle. 5/20-5/23 ***If you have a coupon code please make sure to check the I Have A Discount Code Box below pricing information***

Pre Conference & INNOVATE Conference Bundle (Budgeting & Planning Track) Partial Approval - $1,635.00

Price Includes Pre-Conference Fundamentals of Budgeting & Planning Track and INNOVATE Conference Bundle. 5/20-5/23 ***If you have a coupon code please make sure to check the I Have A Discount Code Box below pricing information***

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Event Information

Mon, May 20 2019, 8:00 AM - Thu, May 23 2019, 2:00 PM [EST]

About the Event

INNOVATE 2019, May 20-23, 2019 at the Foxwoods Resort & Casino, Mashantucket, CT

INNOVATE is JMT Consulting’s educational training conference specifically tailored for nonprofit finance professionals. This will be JMT’s 13th year hosting INNOVATE, a conference that is uniquely positioned to deliver best in class sessions, hands-on training, financial and thought leadership sessions, networking opportunities and CPE credits. INNOVATE is the largest and longest running conference hosted by a firm, that is dedicated exclusively to serving nonprofit finance professionals. INNOVATE not only offers you a low-cost training opportunity but also gives you the chance to generate new ideas, collaborate with other nonprofits, explore cloud-driven technology solutions and earn from 12 to 21 CPE credits.

What to Expect?

Through technology and education, INNOVATE is designed to empower nonprofit finance professionals to walk away invigorated and armed with the knowledge to build a sustainable future for their organization. Our INNOVATE agenda will include:

• Introductory sessions to advanced training in Abila MIP ™ and Sage Intacct
• Financial Leadership Track
• Hands-on Training
• 1:1 session with JMT Consultants

Watch- what attendees say about INNOVATE!

What’s New This Year:

·         New Conference Format- We have expanded the conference to 4 days to take a deep dive into training on the topics you requested. Here is the 2019 schedule.

·         Pre-Conference Training Sessions- Perfect for new users or anyone that needs a refresh, we are offering two days of dedicated Fundamental Training on Intacct and MIP (CPE Credits & Meals provided).

·         Our 2019 Keynote Speaker – Aaron Harris, Chief Technology Officer, Sage Intacct.

·         More CPE Credits.

·         New Leadership Track Format-increased to a day and a half with more formalized training.

IMPORTANT LINKS

MUST book a hotel room by May 6th to secure conference rate! To book a room at the hotel, click here. 

For directions to Foxwoods, click here. 

For INNOVATE FAQs, click here. 

Interested in Sponsoring? Click here. 

Get our official event app

For Blackberry or Windows Phone, Click here
For feature details, visit Whova

Cancellation policy

INNOVATE 2019 event registration fees are refundable (minus a $50 processing fee) until January 31st, 2019. Cancellations made from February 1st – April 1, 2019, will receive a refund of 50%. No refunds will be issued for cancellations after April 2nd, 2019.

All cancellations must be in writing and should be emailed to mwaters@jmtconsulting.com.

Substitutions can be made at no charge. Please call 512-900-7471 if you cannot attend and someone else will be taking your place.

Event Location

About the Organizer

JMT helps deliver the finance, development, and productivity solutions that nonprofits require to meet their goals of sustainability and mission effectiveness. These solutions, combined with our support processes, guarantee that your relationship with JMT Consulting is both long-term and successful. We’re Focused – JMT Consulting Group only works with nonprofits. We understand the nonprofit sector and its governance, which allows us to zero-in on the unique challenges you face and collaborate to bring you the best solutions supported by a professional team dedicated exclusively to nonprofit organizations. We’re Independent – A variety of solutions are represented in our portfolio. We’re committed to finding you the perfect solutions to address the challenges of both today and tomorrow. We’re Innovative – Our team’s collective expertise is the primary asset at JMT Consulting. Every day we come to work looking for ways to better serve nonprofits, primarily to make you more effective and proficient so you may focus on your mission and constituents. We’re Proven – Only JMT has the depth of knowledge that comes with 25 years of experience working with nonprofits. As JMT has grown over the years, so has our ability to support each client promptly and with personal care. We have the trust of thousands of nonprofits and strive to offer the care, expertise, and innovation that attract customers for life.

CONTACT ORGANIZER

Event Speakers

KEYNOTE SPEAKER: Aaron Harris
Chief Technology Officer

Aaron Harris has more than 20 years of high-tech engineering experience in business applications and software development strategies. Aaron has led the company's product vision and technology direction. A pioneer in cloud computing, Aaron helped Intacct build the world's first cloud architecture delivering on-demand financial applications. He regularly contributes to the development of best practices for cloud computing, platform as a service, and accounting and finance technology standards.

www.sageintacct.com
Jacqueline M. Tiso
Founder and Chief Executive Officer at JMT Consulting

Jacqueline has over twenty-five years’ experience in the nonprofit sector. Prior to founding JMT Consulting Group, she was CFO and Comptroller for a number of nonprofit organizations. She has assisted nonprofit organizations with all financial aspects of their business from accounting services and technology to high-level management and board consulting. She continues to serve on a number of nonprofit boards and committees in support of their efforts to make a difference in the world.

Tom Thornton
Chief Operating Officer at JMT Consulting

Tom brings over 15 years of experience with software solutions for not-for-profit and public sector organizations as part of Micro Information Products, Sage and nFocus Software. Tom’s extensive industry and operational experience allow him to guide the overall execution of all aspects of JMT’s business including Marketing, Sales, Delivery and Support.

Rob Johnson
Chief Revenue Officer at JMT Consulting

For over 25 years Rob has been helping businesses develop their sales and marketing departments. Prior to joining JMT, Rob served as CRO for several organizations, developing overall go-to market strategy and spearheading growth. Previously, Rob spent nearly 15 years leading sales and channel organizations for Avalara, Sage, and Timberline. He brings his vast experience to lead JMT’s sales and marketing organization.

Leadership Track- Ken Cerini
Managing Partner, Cerini & Associates LLP

Ken is the Managing Partner of Cerini & Associates, LLP and is the executive responsible for the administration of our not-for-profit and educational providers practice group. In addition to his extensive audit experience both at Ernst & Young, LLP, and Cerini & Associates, LLP, Ken has been directly involved in providing consulting services for nonprofits and educational facilities of all sizes throughout New York State.

ceriniandassociates.com
Leadership Track - Andrew Grumet
Partner at Drinker Biddle & Reath LLP

Andrew M. Grumet focuses his work in the areas of charitable giving, philanthropy and the general representation of domestic and international tax-exempt organizations. He is a member of the Professional Outsourced Philanthropic Solutions (POPS®) Team, which helps nonprofits and other social impact-oriented organizations solve their most critical strategic, administrative and development challenges.

www.drinkerbiddle.com
Leadership Track- Matthew Becker
Director BDO USA's Nonprofit Practice

Matthew Becker, CPA, is a Senior Manager in the Nonprofit & Healthcare Practice in the New York Metro offices of BDO. After graduating Binghamton University with a B.S in accounting, he has dedicated 10+ years to providing high-quality accounting & consulting services, & thought leadership to nonprofit & healthcare organizations. Matt’s expertise include social service organizations, membership & religious organizations, non-governmental organizations, public charities & employee benefit plans.

Leadership Track - Adam Cole
National Co-Leader of the Nonprofit & Education Industry Practice BDO USA, LLP

National Co-Leader of the Nonprofit & Education Industry Practice at BDO USA, LLP, throughout the USA practice. Bringing innovative solutions that positively impact Nonprofits to thrive in challenging times. Key contributor to the Nonprofit Standard blog and other national Nonprofit publications. National speaker on topics impacting Nonprofits,their Board of Directors and the people they serve.

Michael Davidson is a consultant specializing in nonprofit board development, management support, leadership transition, and executive coaching for nonprofit managers.

Leadership Track- Michael R. Jakob
Insurance Broker at Carriage Trade Insurance Inc.

A Principal and Co-founder of Carriage Trade Insurance Agency, Michael has devoted much of his practice to insurance consulting for the nonprofit community. He has served on boards or worked with a number of churches, schools and Social Service Agencies. Whether it is understanding programs, funding of these programs, risk management, safety compliance or insurance support, Michael has the broad expertise to make sure religious nonprofit organizations have the best opportunity to succeed.

Leadership Track- Joshua Peskay
Vice President of Technology Strategy for RoundTable Technologies

Joshua Peskay is an accomplished technology leader with more than two decades of experience leading technology change for over a thousand New York City nonprofit organizations. Joshua is a dynamic and engaging public speaker and teacher, teaching topics such as Technology Strategy, Cybersecurity, Digital Transformation and Project Management. Joshua is an Expert Trainer for Idealware, faculty for the Nonprofit Technology Network and teaches Cybersecurity for Nonprofits at Civic Hall in NYC.

https://www.roundtabletechnology.com/
Leadership Track- Russell Pomeranz
President & CEO Claverack Advisory Group

Russell has 30 years experience connecting nonprofit mission to financial sustainability. He is currently President and CEO of the Claverack Advisory Group, with experience as COO/CFO of the Vera Institute of Justice & Director of Finance at the Council on Foreign Relations. He has held leadership Board positions with the Columbia County Historical Society, WPTI, and Jobpath. He is a graduate of Haverford College with an MBA from the University of Michigan

Shazeeda Teekah, CPA
Project Consultant at JMT Consulting

Shazeeda is a certified consultant in Abila MIP Fund Accounting, Kintera Fundware and Microsoft NAV. She has designed and implemented strategic accounting solutions since 1992. She supports clients in improving accounting methodologies and reporting procedures, maintaining a healthy cash flow, and analyzing business performance to meet mission objectives. Shazeeda was previously a partner at S. Hellman Company, Inc., a consultancy serving the nonprofit community that merged with JMT in 2006.

John Tiso
Client Support Manager at JMT Consulting

John joined JMT in 2008 and part of his initial role was to help overhaul JMT’s internal finance processes. His love for technology and implementing processes resulted in the perfect culmination for an introduction of Sage Intacct as part of JMT’s portfolio. In 2010, John became JMT’s first Sage Intacct certified consultant. He has led and implemented a number of trainings, client support sessions and webinars. He continues to be a JMT leading expert in everything relating to Sage Intacct.

Geoff Hearn
Project Consultant at JMT Consulting

Geoff is a certified IAP consultant in Sage Intacct Cloud Accounting and has completed the Advanced Implementation and Configuration certification class. Geoff started at JMT in 2011 as an Associate where he learned all about JMT and their mission. The time spent as an Associate, along with the Accounting classes he has taken, has helped mold Geoff into the role he holds today as a Project Consultant.

Zachary Griggs MBA
FP&A Practice Manager at JMT Consulting

As the FP&A Practice Manager, Zachary offers his time as a subject matter expert and experienced end user of the Intacct and Adaptive software to both his colleagues and clients. Before his move to this position, Zachary spent the last 5 years managing a dedicated team of professionals that work tirelessly to manage all of the finance, administrative and human resource needs of the rapidly growing JMT Consulting Group.

Dennis Guiney
Technical Specialist at JMT Consulting

Dennis installs, upgrades and supports JMT’s product line and also works with clients for integration of all third party products, custom programming and network configuration. Prior to joining JMT, Dennis worked as the technical specialist at S. Hellman Company, Inc., a consultancy serving the nonprofit community. S. Hellman Company merged with JMT in January of 2006. Dennis holds a BS in Computer Programming, and certifications for the application areas that JMT supports.

Dagi Stanton
Project Consultant at JMT Consulting

With over 20 years in the nonprofit industr, Dagi is an expert of Abila MIP and its core modules, as well as payroll, HR and EWS. Before joining JMT in 2014, she was an Implementation Specialist for Orange Leap and the Director of Services and Facilities for Camino Global. Native to Germany, Dagi moved to Texas at age 10 and grew up with English as her second language. She graduated with a B.S. in Business and Accounting from John Brown University and received her MBA from Amberton University.

Steve Roese
Project Consultant at JMT Consulting

Steven M. Roese supports clients to plan the solution implementation, design reports, provide training to users, communicate on project status and manage the overall project. Prior to joining JMT, he was the Director of Accounting for Planned Parenthood of the Heartland (PPH) in Des Moines, Iowa. While at PPH, Steve implemented several of the Abila modules during a time when the organization had four mergers.

Bob Blake
Sage Intacct Practice Manager at JMT Consulting

Mr. Blake received his Bachelor’s and Master’s degree from Washington University in St. Louis, Missouri. He has an extensive 25+ year experience with the functional design, development and implementation of nonprofit accounting software. He is experienced in all facets of the systems development life cycle—including design, development of specifications, management, implementation, performance, and system testing.

Lucy Brennan
Project Consultant at JMT Consulting

Scott Williams
Solutions Engineer at Community Brands

Scott has spent the past 12 years working with MIP, and the past 19 years in the non-profit sector as both an accountant and consultant. His successful implementations range from single user “one stop shop” accounting shops, to 100+ user multi-site and international organizations. Prior to his non-profit work, with his BA in Accounting, Scott spent time in public accounting, manufacturing and restaurant franchise accounting.

https://www.communitybrands.com/products/mip/
Justin Morrow
Senior Product Marketing Manager for AvidXchange

As a Senior Product Marketing Manager for AvidXchange, Justin Morrow specializes in helping drive go-to-market strategies and activities supporting the Real Estate industry and partner channel. Justin has over 12 years worth of experience in helping to design and deliver innovative B2B payment technology solutions.

https://www.avidxchange.com/

Event Schedule

  • May 20, 2019
  • May 21, 2019
  • May 22, 2019
  • May 23, 2019
09:00 AM
to
12:00 PM
Track : Intacct Fundamentals

Fundamentals of Intacct- Getting Started with Sage Intacct

Celebrity C

This is an Introduction to Sage Intacct. We will cover navigation, basics of the general ledger, accounts payable and accounts receivable as well as cash management, purchasing, employee expenses, reports, and dashboards. ***PreCon registrants only. Session titles and times subject to change***

Dagi Stanton

Bob Blake

Track : Fundamentals of Budgeting and Planning

Fundamentals of Budgeting and Planning- Modeling a NFP Business with Vena Cloud

Celebrity D

In this pre-conference workshop, you’ll learn how to configure a Non-for-Profit business model to support various analytical business processes including the methods, techniques, and best practices for NFP organizations. You’ll learn how to leverage these models to automate, streamline, and de-risk the budgeting & forecasting processes. And, you’ll learn how to monitor the execution of the plan throughout the year through meaningful variance reporting and analysis. These concepts are reinforced with hands-on experiences using Vena Cloud, a leading SaaS solution for Financial Planning and Analysis (FP&A). Specifically, with the hands-on experiences, attendees will: o create a NFP business model o populate the model by loading and consolidating financial actuals o configure data collection templates for budgeting and forecasting o configure a business process workflow for participants in the process o execute the business process by simulating various users’ activities and tasks This workshop will provide attendees with a fundamental understanding of how NFP organizations can streamline and automate the FP&A process utilizing solutions such as Vena Cloud. • Modeling a NFP Business with Vena Cloud(Day 1 pm, 3hrs) o How to create a business model, load the model with Actuals, and validate the results o Hands-on Activity: modeling a NFP organization o Modeling in Action: Real world examples and use-cases Q&A ***Pre-Con registrants only. Session titles and times subject to change***

Track : MIP Fundamentals

Fundamentals of MIP - General Overview of MIP

Celebrity E

Are you new to MIP? Join us in this Pre-Conference Workshop where we will introduce you to Abila MIP. We will begin our training with an overview of MIP by covering topics such as accessing and navigating the program, workstation customization, default entry tables, and more. We will end this session with an overview of Accounts Payable within MIP. ***PreCon registrants only. Session titles and times subject to change***

Steve Roese

Lucy Brennan

01:00 PM
to
04:00 PM
Track : Intacct Fundamentals

Fundamentals of Intacct Part 2- Dimension Relationships - Purchasing Exposure - Advanced Workflows

Celebrity C

Improve your approval process with efficient entries and smarter work-flows. In this session you will learn how Purchasing can expand the functionality of the AP approval process and also how Dimension Relationships help reduce mistakes and save time. ***PreCon registrants only. Session titles and times subject to change***

Geoff Hearn

Track : Fundamentals of Budgeting and Planning

Fundamentals of Budgeting and Planning Part 2- Creating data collection templates and reports with Excel

Celebrity D

In this pre-conference workshop, you’ll learn how to configure a Non-for-Profit business model to support various analytical business processes including the methods, techniques, and best practices for NFP organizations. You’ll learn how to leverage these models to automate, streamline, and de-risk the budgeting & forecasting processes. And, you’ll learn how to monitor the execution of the plan throughout the year through meaningful variance reporting and analysis. These concepts are reinforced with hands-on experiences using Vena Cloud, a leading SaaS solution for Financial Planning and Analysis (FP&A). Specifically, with the hands-on experiences, attendees will: o create a NFP business model o populate the model by loading and consolidating financial actuals o configure data collection templates for budgeting and forecasting o configure a business process workflow for participants in the process o execute the business process by simulating various users’ activities and tasks This workshop will provide attendees with a fundamental understanding of how NFP organizations can streamline and automate the FP&A process utilizing solutions such as Vena Cloud. • Creating data collection templates and reports with Excel o How to configure Excel templates to support budgeting, forecasting, and reporting o Hands-on Activity: building Templates and Reports with Excel o Budgeting in Practice: Supercharging Excel for high user adoption o Q&A ***Pre-Con registrants only. Session titles and times subject to change***

Track : MIP Fundamentals

Fundamentals of MIP Part 2- General Ledger & Accounts Receivable Reporting

Celebrity E

In this session, we will cover General Ledger Reporting and Accounts Receivable Reporting. Have you ever wondered GL Transactions-Journal Entries, how to enter cash receipts, reviewing account balance information? We will cover these topics and many more as we cover the basics of GL Reporting. We will also cover Accounts Receivable Reporting with functions such as AR Manual Entry Process to AP Aging Reports. ***Pre-Con registrants only. Session titles and times subject to change***

Steve Roese

Lucy Brennan

09:00 AM
to
12:00 PM
Track : Intacct Fundamentals

Fundamentals of Intacct- Classic Custom Report Writer

Celebrity C

Need to see Payment info related to specific AP Bill Detail? Or a truly customized AR Aging Report? Or perhaps you just need to sort and organize large volumes of data in a specific way? Join us today to learn the ins and outs of Sage Intacct’s Classic Custom Report Writer! ***PreCon registrants only. Session titles and times subject to change.

John Tiso

Track : Other

Fundamentals of Budgeting and Planning- Executing With Confidence

Celebrity D

In this pre-conference workshop, you’ll learn how to configure a Non-for-Profit business model to support various analytical business processes including the methods, techniques, and best practices for NFP organizations. You’ll learn how to leverage these models to automate, streamline, and de-risk the budgeting & forecasting processes. And, you’ll learn how to monitor the execution of the plan throughout the year through meaningful variance reporting and analysis. These concepts are reinforced with hands-on experiences using Vena Cloud, a leading SaaS solution for Financial Planning and Analysis (FP&A). Specifically, with the hands-on experiences, attendees will: o create a NFP business model o populate the model by loading and consolidating financial actuals o configure data collection templates for budgeting and forecasting o configure a business process workflow for participants in the process o execute the business process by simulating various users’ activities and tasks This workshop will provide attendees with a fundamental understanding of how NFP organizations can streamline and automate the FP&A process utilizing solutions such as Vena Cloud. • Executing with Confidence – creating workflows, monitoring progress, and delivering results. o How to configure process workflows to streamline and monitor the business process o Hands-on Activity: building a workflow and executing the process o Executing a process in Practice: Status tracking, review and approvals, audit trails, and overcoming the unexpected. o Q&A ***Pre-Con registrants only. Session titles and times subject to change***

Track : MIP Fundamentals

Fundamentals of MIP- Financial Statement Reports and Review of Import Process

Celebrity E

On the final day of the pre-con session, Financial Statement Reports and a Basic Review of the Import Process will be covered. A wide variety of topics will be covered, everything from creating statement formats to the file import process. ***Pre-Con registrants only. Session titles and times subject to change***

Steve Roese

Lucy Brennan

01:00 PM
to
01:50 PM
Track : Intacct Fundamentals

Improve Efficiency with Custom Views

Red Carpet

It's not always necessary to create a custom report to pull information from Sage Intacct. Learn to leverage the power of custom views to provide quick and current information instead. ***Session titles and times subject to change***

Shazeeda Teekah, CPA

Track : Other

The Importance of Benchmarking for Nonprofit Organizations

Bravo

(1) Why key performance indicators (KPI's) are important to nonprofit organizations. (2) How to best communicate financial results to stakeholders. (3) Identifying peer groups and insight into peers' metrics and practices. (4) Identifying trends to assess financial health. (5) Meaningful comparisons for strategic planning, operations, governance and impact. ***Sessions and Titles Subject to change. Paid Leadership Track Participants Only***

Leadership Track- Matthew Becker

Leadership Track - Adam Cole

Track : MIP Fundamentals

On the road again, with MIP

Celebrity D

MIP has some exciting changes happening in the latest version. See where we are now and our exciting plans for the rest of the year. This session will discuss the system enhancements in MIP Classic that are in the new release. We will also be looking at the fully updated MIP Cloud interface. ***Session titles and times subject to change***

Scott Williams

Track : Intacct Advanced

Customizing Sage Intacct with Custom Fields, Smart Rules and Smart Events

Celebrity C

It's not always necessary to create a custom report to pull information from Sage Intacct. Learn to leverage the power of custom views to provide quick and current information instead. *** Session titles and times subject to change***

Geoff Hearn

Track : MIP Advanced

Gaining Efficiencies in MIP Accounts Payable by using AvidXchange

Celebrity E

Leading nonprofit finance teams are discovering new ways to streamline AP processes, freeing up time and saving money to support their mission. At AvidXchange, we’re transforming how nonprofits pay their bills with better technology and services supporting your AP team. Best practices to gain efficiency and reduce the paper clutter in AP Improving visibility into payables and reducing supplier inquiries Strengthening internal controls How this technology is complimentary to and integrated with MIP. ***Session titles and times subject to change.***

Justin Morrow

02:20 PM
to
04:00 PM
Track : Intacct Fundamentals

Building Dashboards for Nonprofits

Red Carpet

In this session you will harness the power of Intacct's Dashboards and learn how to create useful and easy to navigate dashboards for internal and presentation purposes. ***Session titles and times subject to change***

Geoff Hearn

Track : Other

Innovative Funding Models; MRIs, PRIs, DIBs, SIBs, and More

Bravo

Changes in tax laws, reductions in government budgets and a variety of other factors continue to challenge nonprofits to find new ways to fund programs existing programs and expand services. This session will review some of the funding models nonprofits are implementing, including mission related investments, program related investments, development impact bonds and social impact bonds. We will discuss how they work, their impact on financials, risk management and related issues. Particular emphasis will he placed on the mechanics of each model, reporting, the impact on the fiscal health of an organization and key points to consider when analyzing whether the model is right for your organization. ***Sessions and Titles Subject to change. Paid Leadership Track Participants Only***

Leadership Track - Andrew Grumet

Track : MIP Fundamentals

Learn How to Run Imports in MIP to Save Time

Celebrity D

Join this session to see how the MIP import functionality can save time and increase efficiency for you and your staff. The session will include a review of the MIP import definition file sections and mappings, as well as, a walk through of the importing process. ***Session titles and times subject to change***

Dennis Guiney

Track : Intacct Advanced

Building Reports Using the Interactive Custom Report Writer

Celebrity C

You’re probably experienced with the “Classic” Custom Report Writer, and you might have heard about Sage Intacct’s new “Interactive” Custom Report Writer. Now’s your chance to get your first look at what makes this Report Writer so special! ***Session titles and times subject to change***

John Tiso

Track : MIP Advanced

Using MIP Dashboard Software

Celebrity E

MIP offers two dashboard options. For those in the MIP multi-tenant cloud, we offer our MIP Cloud dashboard. In this dashboard, you can configure the curated report parts in any way you wish. For those that are not in the multi-tenant cloud, or want more control over dashboards we offer our MIP Dashboards product. This is available for MIP users in the single-tenant cloud, or on premises users. This is a fully customizable dashboard that allows the user to create unlimited report parts and place them in any configuration you want. MIP Dashboard users do not have to be MIP users and you can control what access these users will have. This will be a deep dive session that will explain setup, configuration and distribution. ***Session titles and times subject to change***

Scott Williams

08:00 AM
to
09:00 AM
Track : Leadership Collaborative

Keynote Presentation-Technology and Predicting the Future of Finance

What will the future hold? None of us know for certain, but we all need to be thinking about what’s likely to happen, and to prepare for it. In the finance function, that means working now to get the right people and technology in place to take advantage of the inevitable disruption ahead. How will technology transform the finance function? Join Aaron Harris, head of technology at Sage Intacct, as he dives into the questions surrounding cloud computing power, AI, blockchain, and more, to explain how they will impact day-to-day efficiency, performance optimization, and seeing the future in today’s organizations. Session titles and times subject to change.

KEYNOTE SPEAKER: Aaron Harris

09:00 AM
to
10:40 AM
Track : Leadership Collaborative

Business Continuity and Disaster Recovery

Bravo

The nature of emergencies is that they are unexpected. We know there is a chance something bad will happen someday, but we don’t know what and we don’t know when. How do we prepare for the unexpected? In this session, we will focus on how to think about this problem and what to do when something unexpected happens. Whatever challenges come, this workshop will prepare you to weather the storm. ***Sessions and Titles Subject to change. Paid Leadership Track Participants Only***

Leadership Track- Joshua Peskay

Track : Intacct Fundamentals

How to Build Account & Dimension Groups

Red Carpet

Learn how to create dimension groups and identify where dimension groups can be used. We will also focus on filter syntax to include and exclude dimensions. Next, we will teach you how to use the dimension group to filter dimension lists, financial reports, standard reports and custom reports. ***Session titles and times subject to change***

Dagi Stanton

Track : Intacct Advanced

Purchasing TD's and Workflows

Celebrity C

Sage Intacct’s Purchasing module is capable of bringing impressive benefits to your Organization, but those benefits come with complexity in design. Here’s your chance to whet your appetite as we go behind the scenes of the Purchasing module and dig into the variety of options your team is just waiting to take advantage of! ***Session titles and times subject to change***

John Tiso

Track : MIP Fundamentals

Microix and MIP Budgeting Differences, Tips & Tricks

Celebrity D

Learn how to use the salary worksheet and benefit wizard to budget salaries and fringe benefits using the Microix budget module. You will learn how to utilize the allocation line item and formula tools within the Microix module. If you are using MIP, learn how to use all the budget worksheet options and how to modify selected items. Lastly, learn how to utilize the “cut and paste” technique in MIP if you have created excel documents for your budget. ***Session titles and times subject to change***

Steve Roese

Track : MIP Advanced

MIP Security Setup, Using Alerts and System Efficiencies

Celebrity E

Join this session for a review of the MIP System security. There will also be a review of MIP's Advanced Security module that allows account level security configuration, along with MIP's Audit trails and Alerts features for fraud prevention. ***Session titles and times subject to change***

Dennis Guiney

11:10 AM
to
12:00 PM
Track : Leadership Collaborative

Nonprofit and Social Service Risk Management: Tools to Provide for the safety of your Staff and Those Serve'd

Bravo

During our time together we will review topics which will keep your non-profit in compliance, your employees and the people you serve safe all while keeping an eye on your bottom line: Safety Committees and how to manage them, top 5 work comp claims and how to avoid them, how to remain compilant in an ever changing world of rules, why you are probably paying more than you should for insurance and benefits. ***Sessions and Titles Subject to change. Paid Leadership Track Participants Only***

Leadership Track- Michael R. Jakob

Track : Intacct Fundamentals

What's New in Sage Intacct?

Red Carpet

This session will be an in depth look at the new features available in the new year to keep you in the loop and at the top of your Sage Intacct game. ***Session titles and times subject to change***

Geoff Hearn

Track : Intacct Advanced

Building Meaningful Dimension Relationships

Celebrity C

Account Code Validation. It’s an incredibly powerful function that services the organization in numerous ways, from ease of staff entry to reducing time for review and corrections. We’ll be looking at Dimension Relationships, the best way to ensure that staff are only able to record proper combinations of Dimensions in your Sage Intacct system. Learn the different ways to have them configured, pros and cons, and how they can benefit your team today! ***Session titles and times subject to change***

John Tiso

Track : MIP Fundamentals

Accounts Receivable Billing and Creating Billing Statement with Forms Designer

Celebrity D

Attend this session to learn how to take advantage of more advanced receivable features. In this session, we will focus on how the Accounts Receivable Billing module seamlessly integrates with the Accounts Receivable Reporting module, providing more options for reducing costs and improving service. We will also cover how to create custom forms in Forms Designer using the Billing Statement as an example to demonstrate all the tools available for customizing forms. These tools can be applied to invoices, checks, purchase orders and more. ***Session titles and times subject to change***

Lucy Brennan

Track : MIP Advanced

MIP Advanced Financial Reports

Celebrity E

Are you using all the reporting tools available to you in the MIP reporting function? Learn how to create custom columns using report groups and the use of segment substitution in financial statements. Examples of Statement of Activities, Cash Flow Statement and by Period with Forecast amounts will be shown in this session. Session titles and times subject to change.

Steve Roese

01:00 PM
to
01:50 PM
Track : Leadership Collaborative

What Come First: the sustainable nonprofit business model, or investment in financial function systems & infrastructure?

Bravo

CEOs, Boards, Program, and Development departments want the financial function to play a transformative, long-term role in mission success. But too often they think that producing the relevant financial reporting, data, and analysis necessary for this long-term vision is as easy as the financial function “pressing a button.” Unfortunately, the result is often inaction such that organizational leaders fail to make the short- and long-term investments necessary to achieve the budgetary goals that drive the mission forward. Management is too often surprised or complacent when the organization winds up on a financial and mission treadmill, a situation that frustrates everyone involved (except, of course, the organization’s focused, resource-driven competitor). This kind of listless organizational trajectory also frustrates financial function leadership, since they either already have or know how to get the infrastructure and systems necessary to produce meaningful financial reporting, options, and analysis — all necessary ingredients for moving the mission forward. The question becomes: how does the non-profit CFO make a compelling cost-benefit case in favor of integrating financial reporting systems and analysis with the strategic planning in order to better meet the organization’s financial and mission ambitions? In making that compelling case, the non-profit CFO must also accept that the "I don't have the time or resources to make these changes" argument is a thing of the past. This conversation will help non-profit CFOs navigate through the budgetary trade-offs, options, priorities, and resource choices necessary to drive their organizations forward, and to finally get off that financial and mission treadmill. ***Sessions and Titles Subject to change. Paid Leadership Track Participants Only***

Leadership Track- Russell Pomeranz

Track : Intacct Fundamentals

Making the Most of the System

Red Carpet

In this session you will explore the advantages to Sage Intacct's new user interface that will instantly make you and your organization more efficient, productive, and successful. Among other things, see how the new UI helps you better utilize your screen space and learn about the key differences between the Action and Classic UI. ***Session titles and times subject to change***

Dagi Stanton

Track : Intacct Advanced

Time to Take Your Budget to the Next Level? Learn About the Solutions You Should Consider

Celebrity C

Are you currently spending weeks or even months consolidating disparate Excel workbooks in order to get your annual budget into Intacct? This session will talk about two options to consider that will make your budget woes a thing of the past. We will also dive into what to consider when evaluating a budgeting and planning solution. ***Session titles and times subject to change.***

Zachary Griggs MBA

Track : MIP Fundamentals

Bank Reconciliations and Importing Checks from Bank CSV File

Celebrity D

Are you spending to much time reconciling your bank account in MIP each month? Do you run a monthly report that verifies document and effective dates transacted in the same month? Learn how you could take the CSV file from your bank and create a file that would automatically clear your checks in MIP. Also, learn how to clear multiple checks in one process and separating deposits made in the same day. ***Session titles and times subject to change***

Steve Roese

Track : MIP Advanced

Report on Non Financial Data Using User Defined Fields

Celebrity E

Use MIP's user defined fields to track non financial information in the chart of accounts or transactions. Some organizations track "FTE" or "Bed Count". ***Session titles and times subject to change***

Shazeeda Teekah, CPA

02:20 PM
to
04:00 PM
Track : Leadership Collaborative

Strengthening the CFO & Board Partnership

Bravo

Improving how you provide the board, ED, and peers the information they need. Onboarding for new board members. How to get your board to fundraise ***Session and Title Subject to change. Paid Leadership Track Participants Only***

Leadership Track - Michael Davidson

Track : Intacct Fundamentals

Improving Your Nonprofit Audit Experience with Sage Intacct

Red Carpet

Do you dread “the Audit”? Well, dread no more. It doesn't have to be difficult! In this session, we'll review recommendations and best practices to turn this process into something less challenging for your organization. *** Session titles and times subject to change***

Bob Blake

Track : Intacct Advanced

Building Reports Using the Financial Report Writer

Celebrity C

Have you been using Sage Intacct for a while, but don't quite know how to create reports when you need them? This session focuses on how to use the Financial Report Writer to create departmental and audit reports to get the most out of your Intacct solution, including the duplicate function to copy standard reports for you to customize. ***Session titles and times subject to change***

Shazeeda Teekah, CPA

Dennis Guiney

Track : MIP Fundamentals

Microix PO and Inventory Module-New Features

Celebrity D

Do you have vendors that you order from online and do you want to have these purchases be approved prior to submitting the shopping cart order? Learn how you can use the Microix punch out process for such vendors like Amazon, Staples and other major players. If you also have multiple credit cards for your employees, learn how you could save time by using the credit card feature that will download statements and charge transactions to distribution codes. Learn these features, as well as many other efficiencies, using the Microix Purchase Order and Inventory modules. ***Session titles and times subject to change***

Steve Roese

Track : MIP Advanced

Using the Drillpoint Tool to Create Financial Reports Not Available in MIP

Celebrity E

Abila’s Drillpoint tool provides you with the ability to create simple or complex financial reports, all integrated with your MIP database. Drillpoint allows you to easily access your financial data within Excel and create presentation quality financial statements by allowing you to format your data and add formulas, graphs, and excel formatting to maximize the value of the data being presented. ***Session titles and times subject to change***

Dagi Stanton

09:00 AM
to
10:40 AM
Track : Leadership Collaborative

The CFO's Guide to Strategic Planning

Bravo

An introduction to developing a budget and strategic plan. ***Sessions and Titles Subject to change. Paid Leadership Track Participants Only***

Jacqueline M. Tiso

Track : Intacct Fundamentals

Creating and Maintaining Efficient Roles and Permissions

Red Carpet

User Permission maintenance can be a drag. In this hands on session you will learn how to create and maintain permission roles most efficiently to save you and your staff time and keep your system secure. ***Session titles and times subject to change***

Geoff Hearn

Track : Intacct Advanced

Getting Started with Custom Document Templates-AR

Celebrity C

Just because we work in Finance doesn’t mean we don’t like to look good! Who doesn’t like to pay Invoices when they look clean cut and polished? Join us today as we review the ways in which you can tailor and customize your printed Invoices and Statements so you can put your best foot forward, every time! ***Session titles and times subject to change***

John Tiso

Track : MIP Fundamentals

Setting Up Different Types of Allocations in MIP

Celebrity D

Use distribution tables to allocate each transaction. Use the Allocations Module (AM) to allocated pooled costs month end. The AM module allows you to allocate costs on a variety of bases. Percentages to be allocated can be calculated by actual transactions posted in the system or predetermined percentages. Use the AM module to post the Indirect costs allowed by your grants or contracts. AM is beneficial for any organization with multiple cost pools with differing allocation bases. ***Session titles and times subject to change***

Shazeeda Teekah, CPA

Track : MIP Advanced

The Benefits of MIP Human Resources and Payroll Module and How to Use Microix Time Sheets

Celebrity E

Let JMT show you how to tie employees to cost-centers and the benefits of bringing payroll in-house, including how to process all state and Federal tax forms. As an added component, we’ll show you how the HR module integrates with MIP PR improving benefit plan creations, scheduled leave plans and employee certification tracking. Finally, we’ll also show you how Microix Time sheets enable each employee to record their time sheet data electronically and automatically route them through multi-level approval processes – all with seamless integration into MIP with payroll distributions and allocated hours. ***Session titles and times subject to change***

Dagi Stanton

Lucy Brennan

11:10 AM
to
12:00 PM
Track : Leadership Collaborative

Know What You Don't Know

Bravo

The nonprofit sector is dynamic, which means organizations need to continually review their funding streams, operations, and compliance to ensure that they understand the changing risks that exist. Unfortunately, nonprofit leadership often is bogged down in crisis management, so they don’t always have the time to be proactive in this risk assessment. During this session, we will look at several key trends in the sector and what nonprofit leaders need to do to stay ahead of the risk curve. As part of this we will discuss: (1)Organizational impact and how it can be used. (2) A different way to look at fundraising and donor relationships. (3) Understanding your business metrics. (4) Trends in the sector you need to understand. ***Sessions and Titles Subject to change. Paid Leadership Track Participants Only***

Leadership Track- Ken Cerini

Track : Intacct Fundamentals

AR & AP Tips & Tricks (Reconciliation)

Red Carpet

Need some tips and tricks to reconcile your subledgers to your GL? Then this is the session for you. Learn to ensure that your Intacct Accounts Payable and Accounts Receivable subsidiary modules are balanced to the General Ledger on a monthly basis by following these best practices at all times. ***Session titles and times subject to change***

Shazeeda Teekah, CPA

Track : Intacct Advanced

Building Dimension Based Financial Reports for your Nonprofit

Celebrity C

Dimensions are the power behind the Sage Intacct Financial report writer. Come learn how to build reports using dimensions in rows and columns and how to filter based on dimension groups and structures! ***Session titles and times subject to change***

Bob Blake

Track : MIP Fundamentals

Gaining Efficiencies by Using MIP Scheduler and EFT Modules

Celebrity D

In this session, we will show you how you can save time and money by using the EFT and Scheduler modules. The EFT module allows to you have complete confidence in the timing of cash disbursements while reducing efforts for printing, signing, stuffing and mailing envelopes. In addition, the Scheduler module saves time by having reports automatically scheduled to send out each month on a set date. With minimal set up, either or both modules can improve efficiencies in your organization and we’ll show you how! ***Session titles and times subject to change***

Lucy Brennan

Track : MIP Advanced

Automate Capital Purchases, Disposals and Depreciation with MIP Fixed Asset Module

Celebrity E

Are you tracking your assets in a spreadsheet? Are you having to make manual depreciation calculations and then entering those as manual journal entries into the GL? Let us show you what's involved in having the MIP Fixed Assets module track your assets and calculate your depreciation for you. ***Session titles and times subject to change***

Steve Roese