Chicago Lunch and Learn

Thursday, February 27 | 11:30 am - 2:30 pm CST
Impact House, Chicago, IL

Stop Thinking New Technology Will Solve All Your Problems

Is your organization caught in the cycle of chasing new technology solutions without seeing real results? You’re not alone. While cloud computing has made powerful financial tools more accessible to nonprofits, many organizations struggle to realize their full potential. The challenge isn’t just about having the right technology—it’s about building the organizational capacity to use it effectively.

Join us for an insightful lunch and learn session where we’ll explore:

  • How to evaluate whether your nonprofit is truly ready for technology change
  • Practical strategies for aligning your processes, people, and systems
  • Ways to maximize value from your existing technology investments
  • Key considerations for sustainable digital transformation on a nonprofit budget

Our expert speakers from JMT Consulting will share independent, unbiased insights drawn from years of nonprofit experience. As specialists in nonprofit operations and technology (not a CPA firm), we’ll help you understand how to bridge the gap between your mission and your technology strategy.

Perfect for: Finance directors, CFOs, controllers, and operational leaders who want to move beyond quick-fix solutions and build lasting technological capacity.

Reserve your spot today to learn how your organization can navigate technology change while staying focused on what matters most—your mission.

Learning Objectives

After completing this course, participants will be able to:

  1. Evaluate an organization’s readiness for technological change by assessing current operational processes, staff capacity, and resource allocation strategies in the context of nonprofit financial management.
  2. Develop a systematic approach to technology implementation that aligns organizational processes with strategic objectives, including identifying key stakeholders, establishing metrics for success, and creating sustainable adoption practices.
  3. Apply best practices for maximizing return on technology investments through improved operational workflows, staff training programs, and change management procedures specific to nonprofit financial operations.
Location

Impact House

200 W Madison St, Chicago, IL 60606

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

1:45 PM – 2:00 PM: Panel Q&A and Closing Remarks

2:00 – 2:30: Networking and CPE Collection

BUU-LINH TRAN, CPA

SENIOR VICE PRESIDENT FINANCIAL SOLUTIONS, JMT CONSULTING

With over 25 years of experience in public accounting and consulting, Buu-Linh has expertise in providing effective finance and technology services to organizations of all sizes. She has technical expertise providing financial solution customization and integration with existing applications. She helps guide leaders through a broad spectrum of financial systems, information technology, and business process initiatives. Buu-Linh holds a Master of Science in Information Systems Technology from The George Washington University and a Bachelor of Science in Accounting from the University of Maryland.

DR. JOHN DAVIDOFF

FOUNDER & CHIEF MISSION DRIVER, DAVIDOFF MISSION-DRIVEN BUSINESS STRATEGY

John Davidoff is Founder and Chief Mission-Driver of Davidoff Mission-Driven Business Strategy, a national strategy, thought leadership, training and coaching consultancy. Founded in 2005, Davidoff leads nonprofits, foundations, associations, and businesses to become authentically Mission-Driven and to be led by Mission-Drivers. Davidoff’s proprietary suite of Mission-Driven services include organizational and strategic planning and other consulting services, executive coaching, leadership training, and creating drama-free high-performing cultures. John is recognized nationally for facilitating engaging and productive group strategic planning processes, leadership trainings, Mission-Driver executive coaching, and sales management.

Event Tags: Lunch and Learn