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

REGISTER NOW

COUNTDOWN TO EVENT!

Days
Hours
Minutes
Seconds

1. Select Seats

2. Review and Proceed

Early Bird INNOVATE Pricing Partial Approval -$995.00

Sales end on -04/15/2019

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***

Early Bird Pre-Conference & INNOVATE Conference (Intacct Track) Partial Approval - $1,395.00

Sales end on -04/15/2019

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***

Early Bird Pre-Conference & Innovate Conference (Fundamentals of Budgeting & Planning Track) Partial Approval -$1,395.00

Sales end on -04/15/2019

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***

Early Bird Pre-Conference & INNOVATE Conference (MIP Track) Partial Approval - $1,395.00

Sales end on -04/15/2019

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***

Leadership Collaborative Partial Approval -$795.00

Sales end on -04/15/2019

The 2019 JMT nonprofit finance Leader’s Collaborative is a 1.5 day conference. This collaborative is designed to provide a forum for finance leaders to gather with peers and experts with the goal of gaining valuable insight to better manage their organizations. This event begins Tuesday Evening 5/21 and ends Thursday 5/23 at 12 PM.

Enter your discount code

  • Subtotal (excluding fees and discounts)
  • Fee
  • Total amount

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 – Registration opens November 15.

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

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.

·         New Client Awards Spotlight.

IMPORTANT LINKS

To book a room at the hotel, click here.

For INNOVATE FAQs, click here. 

Interested in Sponsoring? Click here.

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. Our team’s expertise allows us to mitigate risk, anticipate needs and make

CONTACT ORGANIZER

Event Speakers

KEYNOTE SPEAKER: Aaron Harris
Senior Vice President, Head of Engineering and Technology at Sage Intacct

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
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.

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.

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.

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.

Leadership Track- Michael R. Jak...
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.

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

Joshua is usually one of the first people new clients of RoundTable meets. And this explains why so many of them go on to enjoy a long and profitable partnership with us. Friendly and enthusiastic, Joshua has been helping non-profit organizations get more out of their technology since the 1990s. Over the last three decades, he's helped thousands of nonprofits meet their goals and help people. He loves helping organizations think more strategically about their tech and make smart decisions.

https://www.roundtabletechnology.com/
Leadership Track- Russell Pomer...
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

Lisa Brauner
Head of Employment Law Practice, Perlman & Perlman

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
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

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***

Shazeeda Teekah, CPA

Dagi Stanton

Track : Leadership, Product & Other

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

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

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

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 : Leadership, Product & Other

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

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

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

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 : Leadership, Product & Other

Fundamentals of Budgeting and Planning- Executing With Confidence

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

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

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 : Leadership, Product & Other

Product Session

Abstract coming soon. Session titles and times subject to change.

Zachary Griggs MBA

Track : MIP Fundamentals

What's New in MIP 2019.1 & MIP Cloud

MIP has some exciting changes happening in the latest version. 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

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

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

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 : Leadership, Product & Other

Product Session

Abstract coming soon. Session titles and times subject to change.

Track : MIP Fundamentals

Learn How to Run Imports in MIP to Save Time

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

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

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

07:00 AM
to
09:00 AM
Track : Leadership, Product & Other

Keynote Presentation with Aaron Harris

Abstract coming soon. Session titles and times subject to change.

KEYNOTE SPEAKER: Aaron Harris

08:00 AM
to
05:00 PM
Track : Leadership, Product & Other

Leadership Collaborative

• The Bleeding Edge - The Transformational Power of Technology in a Nonprofit- • Technology & The Nonprofit- Looking at the three primary areas of any nonprofit; Finance, Operations and Development, what is the state of the art regarding these areas; The goal of this session is to give a brief overview of each of the 5 critical areas, along with how they could be effectively utilized inside your mission to improve outcomes • Telling Your Story with Data Visualization- Using state of the art tools to create more meaningful analysis. • Working Lunch- Managing a Technology Change Without Getting Fired- Unhappy with your current tech platform? What are the right steps of discovery and planning? • Managing Risk- Fraud Prevention, Liability and Compliance- An overview of the risks that can and do impact nonprofits, along with an overview and checklist of how to reduce the risks and what to do if your firm is impacted. • Beyond new FASB Standards- Why did FASB select the new standards that are now required? An exploration of why the operating measure matters to all nonprofits, and what didn’t make it into the standards that you should be doing anyway. • Business Continuity and Disaster Recovery- Sometimes things go wrong. If you’re not prepared, a data breach, malware infection, data loss, power outage, or personal emergency can cripple your organization. The best thing you can do for your organization is put together a plan before things go sideways. • Managing Employee Risk- Hiring and firing employees, handling harassment claims, managing volunteers ***Leadership Collaborative registrants only. Session titles and times subject to change***

09:00 AM
to
10:40 AM
Track : Leadership, Product & Other

Product Session

Abstract coming soon. Session titles and times subject to change.

Track : Intacct Fundamentals

How to Build Account & Dimension Groups

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

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

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

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, Product & Other

Product Session

Abstract coming soon. Session titles and times subject to change.

Track : Intacct Fundamentals

What's New in Sage Intacct?

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

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

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

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, Product & Other

Managing Risk: Fraud Prevention, Liability, Compliance 101

An overview of the risks that can and do impact nonprofits, a long with a overview and checklist of how to reduce the risks, and what to do if your firm is impacted

Leadership Track- Michael R. Jakob

Track : Intacct Fundamentals

Making the Most of the System

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

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

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

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, Product & Other

Product Session

Abstract coming soon. Session titles and times subject to change.

Track : Intacct Fundamentals

Improving Your Nonprofit Audit Experience with Sage Intacct

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

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

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

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

02:20 PM
to
03:10 PM
Track : Leadership, Product & Other

FASB's Operating Measures: An Overview

Why did the FASB select the new standards that are now requires? An exploration of why the operating measure matters to all nonprofits, and what didn't make it into the standards that you should be doing anyway.

03:10 PM
to
04:00 PM
Track : Leadership, Product & Other

What Nonprofit Organizations Need to Know About Employment Laws to Avoid Risk

Learn about the biggest HR traps for nonprofits and how to avoid costly legal mistakes. One best practice: preparing the employment law audit.

Lisa Brauner

09:00 AM
to
01:30 PM
Track : Leadership, Product & Other

Leadership Collaborative

• Biggest Risks to the Nonprofit Sector Today- How to prioritize your focus • Working in Harmony with Your Development Department- How do we move the role of finance from reporting on what happened to becoming a strategic partner in driving growth of the mission • Why Benchmarking Matters- How does your organization compare to your peers? ***Leadership Collaborative registrants only. Session titles and times subject to change***

09:00 AM
to
10:40 AM
Track : Leadership, Product & Other

Product Session

Abstract coming soon. Session titles and times subject to change.

Track : Intacct Fundamentals

Creating and Maintaining Efficient Roles and Permissions

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

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

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

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

11:10 AM
to
12:00 PM
Track : Leadership, Product & Other

Product Session

Abstract coming soon. Session titles and times subject to change.

Track : Intacct Fundamentals

AR & AP Tips & Tricks (Reconciliation)

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

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

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

Positive Pay Third Party Software Demo

Check fraud continues to increase, come learn in this session what options you have available to provide to your bank. Depending on the requirements of your financial institution, you may be able to create a CSV from the check register and add users defined fields. If this is not an option, you may want to consider the positive pay third party option JMT provides. You may also want to consider the EFT module in MIP. ***Session titles and times subject to change***