JMT Consulting Presents INNOVATE 2024

May 1-3 | Boston


Immerse yourself in the pulse of nonprofit finance at Innovate 2024, JMT Consulting’s annual conference tailored for nonprofit professionals and leaders. Unite with industry trends, expert insights, and hands-on best practices to optimize efficiency. Join us May 1-3 at the historic Hilton Boston Park Plaza Hotel for an intimate, boutique experience featuring hands-on technical training, leadership development, compliance update overviews, and security insights. Elevate your impact within the nonprofit finance sphere and focus on your mission with JMT Consulting at Innovate 2024.

What to Expect at Innovate 2024:

Multi-Track Sessions

Choose from four tracks to aimed at streamlining nonprofit operations, implementing strategies to increase organizational efficiency and effectiveness. This includes learning best practices to optimize resource allocation and achieve mission goals.

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150+ Attendees

Connect with like-minded professionals in the nonprofit industry, fostering collaborations and partnerships to amplify your organization's impact. Exchange ideas and experiences with peers to enhance collective knowledge and effectiveness.

Explore Boston

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Two Days of Exhibits

Stay updated on timely trends within the nonprofit sector, gaining insights into emerging practices and innovative approaches. Additionally, remain aware of changes in regulations and donor preferences with expert advice.

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Secure Your Spot Today!

Innovate 2024 is back and better than ever!
Join us in Boston May 1-3 for:

Don’t just take it from us – hear what past attendees have to say.

Motivating! Networking! Learning! Growing! Energy! We are still raving about the conference, it was so well run and the agenda was such a nice mix of motivational speakers and then the education tracks.
Anouska Biswas
Director of Finance, James Beard Foundation
Innovate is an opportunity to network with colleagues in your industry, learn from experts in the fields of business growth and development. I gained an invaluable array of tips, tools and techniques in the accounting and finance world that makes life easier, eliminates tedious manual work, cuts down on human error and frees me up to do more forecasting/analysis and strategic planning for my organization.
Tamara Simpson
General Accountant & Special Projects Coordinator, Continuum of Care, Inc.
As a new user of Sage Intacct, attending Innovate gave me the opportunity to learn about the capabilities of this powerful software.  I appreciated JMT’s approach of offering a wide variety of classes, while also providing 1:1 technical support sessions, which allowed me to dive deeper into individual use cases with a JMT staff member, and often times implement solutions the very same day.
Dave Greary
Barr Foundation
Thanks to JMT’s help with the implementation of our Sage Intacct solution, we have transformed the financial culture of our organization to a more transparent, forward-looking, collaborative, empowering, and elevates the strategic value of the finance function as a mission enable.
Alpha Conteh
CFO, The Fresh Air Fund

Keynote Speakers

Aaron Harris
Chief Technology Officer
Jacki Davidoff
Founder & Chief Mission Driver
Davidoff Strategy

Special Guests

David Greco
President & CEO
Social Sector Partners
Julia Patrick
CEO, American Nonprofit Academy
Co-Host, The Nonprofit Show

Session Leaders

Jacqueline Tiso
Founder & Chief Executive Officer
JMT Consulting
John Tiso
Director of Client Services
JMT Consulting

We Are Now Accepting Sponsors

Join INNOVATE, the largest and longest running conference hosted by a firm dedicated exclusively to serving nonprofit finance professionals. We are committed to facilitating dynamic interaction and participation among conference attendees, presenters, and exhibitors.
As a sponsor, you will be have the unique opportunity to:
  • Network with attendees, speakers and other vendors
  • Generate qualified leads, conduct market research and gain valuable industry knowledge
  • Leverage dedicated exhibit hall hours and product showcase hours 
  • Expose your brand to Financial Management decision-makers and influencers 

Platinum Sponsor

Gold Sponsor

Silver Sponsor

Silver Media Sponsor

Other Sponsors

Meet Aaron Harris, Sage’s visionary Chief Technology Officer, steering emerging tech investments, AI-powered innovations, and driving the company’s SaaS excellence. Aaron’s passion lies in powering the accounting industry forward with transformative technology, and building the next generation of diverse tech talent.
Based on years of consulting, training, and coaching with social sector leaders and organizations nationally, Jacki Davidoff, Principal of Davidoff Strategy, and Executive Leadership Coach, shares concepts that invite personal reflection and learning through small and large group exercises. Each participant will be guided to define a vision of the next level of their effectiveness and leadership within their organization – and come to recognize they have much more capacity than they know. This work involves understanding we each have internal, habitual ways we think and act – – our “internal system” – – and that our missions call us to develop skills to intentionally disrupt our “systems” and make choices as Mission-Drivers.
David Greco is a nationally recognized nonprofit leader, speaker, and author on creating a more sustainable and effective social sector. Today David serves as President & CEO of Social Sector Partners helping nonprofits and funders better understand what it really costs for nonprofits to be sustainable and achieve long-term impact. Since May 2023, David has been volunteering in Ukraine helping people and communities that have been devastated by the full-scale Russian invasion and on-going atrocities. He is providing humanitarian aid and medical supplies to combat medics and front-line defenders as well as helping to rebuild schools, homes, and communities damaged by shelling, flooding, and other acts of war.

“Patrick, a native of Phoenix, Arizona has served on both cultural and social service Boards. She has worked with more than 500 nonprofit organizations during her career. Prior to establishing the American Nonprofit Academy, Patrick published award-winning niche publications such as The Arts and Crafts Chronicle, The Wedding Chronicle, Food & Flourish and Frontdoors News over a 25 year span. Patrick’s work with nonprofits led her to realize these organizations were desperate for cost effective training and topic-specific education.

The process of philanthropy is a constant in communities across America, but it’s a changing sector. “Benevolence is no longer the only reason for giving. Donors are expecting more, demanding measurements and seeking solutions,” explains Patrick. “Today’s nonprofits need to operate from a place of passion and accomplish their missions using all the business tools of a professional organization.”

This is where the American Nonprofit Academy comes in. Using engaging panel discussions, lectures, on-line courses and workshops, with highly respected experts, Patrick and her team have developed innovative low-cost programs focused on educating nonprofits. “Our goal is to help nonprofits achieve their mission, vision and values,” adds Patrick. This includes working with nonprofit leadership level professionals, volunteers, donors and Board Members.

Training topics are wide ranging and thought provoking. The Nonprofit Board Boot Camp moves Board Members through a fast-paced course on leadership, stewardship and governance. Individual workshops include subjects covering donor relations, marketing, communications, accounting, human resource management, real estate, event planning, auctions, donor demographics, naming rights and even social venture management. “As organizations search for innovations and solutions, our curriculum continues to expand.”

Jacqueline is a frequent speaker on financial management and Cloud (SaaS) technology. She is regularly called upon for her expertise by the media and as a conference speaker. Several years ago, JMT migrated most of its internal systems to the Cloud. After experiencing the benefits of these systems, Jacki has been a leading proponent of Cloud systems for non-profits. Jacqueline continues to serve on a number of nonprofit boards and committees in support of their efforts to make a difference in the world.

Jacqueline is an enthusiastic and passionate leader frequently called upon to speak on financial management and cloud technology topics for nonprofit organizations. As a proponent of these modern systems, Jacqueline has received national recognition from accounting and nonprofit industry organizations and publications. Prior to founding JMT Consulting Group, she was CFO and Comptroller for a number of nonprofit organizations. Jacqueline has assisted nonprofit organizations with accounting services, technology, executive management, and board consulting.

As Director of Consulting and Support Services, John Tiso is responsible for contributing to the entire client experience as he works to align processes across sales, implementations, and along each step of the client relationship journey. John started his JMT career in 2008 as a member of the sales team before moving to the internal finance department and working with the same systems JMT partners with day in and day out. Developing a deep understanding of such systems led him to roles as a consultant, implementation expert, and support team manager, each giving him unique perspective and hands-on knowledge that helps in creating an extraordinary experience for every JMT client.