Innovate 2024: Pre-Conference Sessions Get a Head Start on Your Nonprofit Finance Learning


JMT Consulting Group is excited to announce the pre-conference sessions that will be offered at Innovate 2024, a three-day event for nonprofit finance professionals taking place May 1-3, 2024, at the Boston Park Plaza Hotel in Boston, Massachusetts. This year’s conference will feature three limited-capacity pre-conference sessions: Sage Intacct Masterclass: Unleashing the Power of Basic and Intermediate Skills Training, Sage Intacct Insights Elevation: Harnessing Advanced Reporting and Dashboards Mastery, and Budgeting Brilliance: Sage Intacct Planning Unleashed.

The pre-conference sessions are a great opportunity to get a head start on your learning and to network with other nonprofit finance professionals. The sessions are led by experienced instructors who will share their insights and expertise. The Hands-On Basic and Advanced Skills Training is led by Jonathan Kim and Megan Madden from JMT Consulting. The Advanced Reporting and Dashboards session is led by Dagi Stanton and Taylor Bost from JMT.

Sage Intacct Masterclass: Unleashing the Power of Basic and Intermediate Skills Training  

For beginning to intermediate level users (or those who would like a refresher course), we’ll spend the day going above and beyond what is typically covered during Sage Intacct Core Training. We’ll dive deeper into modules like General Ledger, Company, Accounts Payable, Accounts Receivable, Cash Management, and Reports. You’ll come away with tips and tricks to help you get additional value out of Sage Intacct. 

Sage Intacct Insights Elevation: Harnessing Advanced Reporting and Dashboards Mastery

For more advanced users, we’ll spend the day learning how to produce powerful reports and dashboards. You’ll learn not only how to help your leadership make better, faster, and more informed decisions, but also display your data in ways to make your day-to-day operations more effective. You’ll learn how to easily display key performance indicators, graphical representations of data, as well as your financial and operational reports. You’ll leave the session armed with powerful knowledge you’ll be able to implement in your organization immediately.

Budgeting Brilliance: Sage Intacct Planning Unleased

Join our FP&A experts on the journey of creating budgets that are designed with ease, include a wealth of knowledge, and drive the solutions that organizations are looking for in budgeting using Sage Intacct Planning. This session is beneficial for novices or well-versed finance professionals in the budgeting world. Presented by Dan Holcomb and Shazeeda Teekah from JMT Consulting. You will learn:
  • How to create a more collaborative experience by working with data and sharing information.
  • How to build what-if scenarios and complete a comparative analysis with Forecast and Budgets.
  • Model Builds and leveraging calculations to derive data that feeds directly back into the budget.
  • Experience the ability to pull and push data to Intacct.
  • Learn to Design hierarchies that fit the needs of your organizations budgeting needs.
  • Tips & Tricks to have a more successful budgeting season.
  • Working with Dashboards and Sheets to visualize your data for different audiences.
  • Understanding Statistical data and how it can drive decision making based on the results produced via Modeling.
  • Additional insights via discussion, as well as Q & A.

In addition to the pre-conference sessions, Innovate 2024 will also feature a variety of keynote speakers, breakout sessions, and networking opportunities. The conference is a great opportunity to learn from and network with other nonprofit finance professionals, and to stay up-to-date on the latest trends and developments in the field.

To learn more about the pre-conference sessions and to register for Innovate 2024, please visit the JMT Consulting Group website at Registration is limited, so be sure to register early to save your spot and take advantage of the Early Bird pricing.

The exclusive title sponsor for Innovate 2024 is Sage. Sage provides the best-in-class cloud accounting software, Sage Intacct.