Nashville Lunch and Learn
Thursday, January 23 | 11:30 am - 2:30 pm CST
FirstBank, Nashville, TN
Building Financial Resilience with AI and Expert Partnerships
Today’s nonprofit environment demands financial sustainability through maximizing output and minimizing costs. One powerful way to achieve this is by building a streamlined accounting operation that leverages ERP-integrated AI and staying ahead of the latest accounting requirements to safeguard financial assets.
Join JMT Consulting, along with industry experts from Puryear & Noonan and FirstBank, as we explore strategies for driving operational efficiencies with Sage Intacct’s AI capabilities, maintaining compliance with evolving tax and regulatory standards, and enhancing financial sustainability for the long term.
Learning objectives:
- Review how AI-powered features in Sage Intacct can enhance productivity and reduce operational costs
- Identify how collaboration with financial experts drive sustained financial health and long-term fiscal sustainability
- Learn best practice in the latest accounting requirements and compliance
Location
FirstBank Nashville
1221 Broadway Suite 1300, Nashville, TN 37203
Agenda
11:30 AM – 12:15 PM: Registration and Networking with Lunch
12:15 PM – 12:30 PM: Welcome and Introductions
12:30 PM – 1:45 PM: Presentation
- Jacqueline Tiso: Discover how technology can streamline your nonprofit’s financial operations. Learn about automation tools that can reduce manual tasks, improve accuracy, and enhance efficiency. We’ll explore how to leverage technology to optimize your existing systems and processes, from accounting and reporting to grant management and fundraising.
- Stephanie Richerson: Understand how your financial records are essential for accurate tax reporting and compliance. Learn about the key financial metrics and data points that tax professionals need to assess your organization’s financial health. We’ll discuss best practices for organizing your financial records and ensuring they are audit-ready.
- Jeff Young: Discover how your banker can be a valuable partner in your nonprofit’s financial journey. Learn about the various financial services and products that can help streamline your operations and manage risk. We’ll also discuss the importance of cybersecurity and how your banker can assist you in protecting your organization’s sensitive data.
1:45 PM – 2:00 PM: Panel Q&A and Closing Remarks
2:00 – 2:30: Networking and CPE Collection
