JMT Consulting

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***

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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***

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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***

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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***

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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***

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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***

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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.

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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***

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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***

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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***

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(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***

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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***

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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***

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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.***

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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***

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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***

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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***

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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***

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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***

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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.

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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***

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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***

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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***

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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***

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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***

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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***

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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***

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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***

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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***

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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.

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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***

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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***

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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.***

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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***

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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***

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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***

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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***

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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***

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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***

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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***

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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***

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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***

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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***

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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***

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

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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***

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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***

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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***

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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***

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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***

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