By JMT Consulting 8 min read JMT Consulting was named to Accounting Today’s 2026 Best Accounting Firms for Technology, one of 10 firms recognized nationally.John Tiso, Vice President of Emerging Markets at JMT Consulting, joined Accounting Today’s Best Firms for Technology panel. Here is what the discussion means for a nonprofit finance team deciding what…
By JMT Consulting 5 min readDr. Stephanie Rose-Belcher, Chief Operating Officer at JMT Consulting, joined The Nonprofit Show to talk about what nonprofit finance leaders need to decide before their teams get any further ahead of them. Dr. Stephanie Rose-Belcher Chief Operating Officer, JMT Consulting A nonprofit AI policy starts with three decisions, not a…
By JMT Consulting 8 min readTransform your leadership approach with Ari Gunzburg’s “5 Keys to Greatness.” A recap of his Innovate 2026 keynote on embracing discomfort, managing risk, and leading with resilience. At Innovate 2026, keynote speaker Ari Gunzburg challenged nonprofit CFOs to “get uncomfortable” and gave them five keys to greatness that spell G.R.E.A.T.:…
By JMT Consulting 15 min readNew to AI? This guide for Chief Financial Officers and other senior finance leaders of nonprofits explains generative AI, top chatbot tools, and how they and their employees can start using AI with confidence. Nonprofit finance teams can start using AI today. Generative AI tools such as ChatGPT, Claude, Copilot,…
TB By Taylor Bost Senior Manager of Solution Design, JMT Consulting 9 min read Sage Intacct uses embedded, assisted AI technologies that act as an AI Advisor to recognize insights and synthesize data. These AI features don’t replace users. Rather, they help them, operating with human oversight to empower teams with decision-support tools. Sage Intacct…
By Dr. Stephanie Rose-Belcher, Chief Operating Officer, JMT Consulting Adapted from her keynote at JMT’s 19th annual Innovate Conference, Washington, D.C. The short version AI in nonprofit finance is genuinely useful for routine, high-volume work: transaction coding, anomaly detection, and first drafts of reporting. It is not a substitute for judgment. The real risk is…
By Jacqueline M. Tiso, Founder & CEO, JMT Consulting & Stephanie Rose-Belcher, DBA, Chief Operating Officer, JMT Consulting Automate Complex Grant Allocations Implement Predictive Compliance and Worker Classification Manage Multi-State Jurisdiction Compliance Managing Labor Costs Establishing Data Privacy Guardrails Choosing the Right AI Vendors Payroll management and staying compliant are common burdens for all nonprofit…
By JMT Consulting National Institutes of Health v. American Public Health Association Radio Free Europe (RFE/RL, Inc.) v. Kari Lake President and Fellows of Harvard College v. United States Department of Health and Human Services Trump v. CASA Follow Up Steps Nonprofit Leaders Should Consider Doing Today Why Federal Court Rulings Matter for Nonprofit Funding…
Written By Buu-Linh Tran, CPA & A. Michael Gellman (CPA, CGMA) Why are nonprofit financial reports often ignored by people who have been entrusted with operational management and fiduciary oversight roles? This important question needs to be considered first as a statement of fact and second as a priority “call-to-action” to help optimize finding real-world solutions….
Bridges Healthcare Bridges Healthcare, Inc. is a nonprofit Certified Community Behavioral Health Clinic (CCBHC) dedicated to offering comprehensive mental health, addiction recovery, and primary care services across Connecticut. Serving as the state-designated local mental health authority for regional communities including Milford, Orange, and West Haven, Bridges provides whole-person, integrated care for children, youth, adults, and…
Presented by JMT Consulting Featuring Beth Larsen, Senior Vice President, Client Accounting & Advisory Services Nonprofits depend on donor trust to sustain their mission. But maintaining that trust requires more than successful fundraising. It also requires strong financial oversight, accurate reporting, and clear compliance processes that ensure every restricted dollar is used as intended. For…
JMT Consulting Named to Accounting Today’s 2026 VAR 100 JMT Consulting is proud to announce that we have once again been recognized on Accounting Today’s 2026 VAR 100, the publication’s annual ranking of the nation’s leading value-added resellers (VARs) of accounting and financial software. The VAR 100 highlights firms based on VAR-related revenue and recognizes…
Artificial intelligence is transforming finance, but nonprofit organizations face unique challenges that slow adoption. Explore the AI adoption gap, ERP innovations, and practical steps nonprofit finance leaders can take today.
Neighborhood Trust Financial Partners Neighborhood Trust Financial Partners is a national nonprofit social enterprise dedicated to empowering low- and moderate-income workers to achieve financial mobility. By integrating personalized financial coaching with trusted financial products directly into the workplace and community platforms, they help individuals manage debt, build credit, and secure long-term financial stability. Through strategic…
Nonprofit Payroll Compliance Strategies for Modern Finance Leaders Nonprofit payroll compliance has become far more than a back-office administrative task. Today, payroll decisions directly affect audit readiness, grant accountability, employee retention, operational efficiency, and long-term organizational stability. For nonprofit finance leaders already managing lean teams and growing reporting expectations, payroll systems now sit at the…
Written By Buu-Linh Tran, CPA & A. Michael Gellman, CPA, CGMA Technology delivers better results for nonprofit organizations when it is considered and implemented through an organizational culture of collaboration. This is particularly true for customer relationship management (CRM) platforms and enterprise resource planning (ERP) systems, which impact a variety of different nonprofit staff and…
F.B. Heron Foundation The F.B. Heron Foundation is a private, national foundation dedicated to helping people and communities help themselves. Founded in 1992, Heron is known for its pioneering work in impact investing and its commitment to deploying all its assets—grants and investments alike—in service of its mission. Heron partners with communities across the United…