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JMT Consulting

Innovate 2024

JMT Consulting Presents INNOVATE 2024

May 1 - 3, 2024 | Boston

Register Now for Innovate 2024

We look forward to seeing you at Innovate 2024 taking place May 1-3, 2024 at the Boston Park Plaza Hotel in Boston, Mass. Please take advantage of our Super Early Bird registration pricing. You don’t want to miss this opportunity to invest in yourself and your nonprofit mission! 

REGISTER NOW

Innovate 2024 in Boston is sure to be better than ever!

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Sponsorship Opportunities

Session Leaders & Pre-Conference Trainers
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Hear from past attendees:

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Participants love Innovate! Check out these recommendations:

I would 100% recommend this conference to others. It was a great networking experience and so nice to finally meet our JMT implementation specialists, in person!!
Anouska BiswasDirector of Finance, James Beard 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 enabler.
Alpha Conteh, longtime JMT client and Innovate AttendeeCFO, The Fresh Air Fund
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 GrearyBarr Foundation
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Speakers to be added for Innovate 2024 soon!

Check out our 2023 Keynote Speakers:

Dr. Rachael Marusarz 
Chief Development Officer, Sinai Health System, Chicago

Dr. John Davidoff 
Founder & Chief Mission-Driver, Davidoff Strategy

John Tiso 
Director of Consulting and
Support Services, JMT Consulting

Dr. Rachael Marusarz 
Chief Development Officer, Sinai Health System, Chicago

Dr. John Davidoff 
Founder & Chief Mission-Driver, Davidoff Strategy

John Tiso 
Director of Consulting and
Support Services, JMT Consulting

Session Leaders

Beth Larsen 
Executive Director of Resilience:
Advocates for Ending Violence

Ken Cerini
Managing Partner of Cerini & Associates, LLP

Jacqueline M. Tiso
Founder & CEO of JMT Consulting

Special Guests

Jacki Davidoff, MA
Principal and Chief Potential
Officer, Davidoff Strategy

David A. Goldstein Esq.
Partner, Certilman Balin Adler & Hyman, LLP

Matt Thompson
Financial Advisor, Portfolio Management Director, Morgan Stanley

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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 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

Interested in future events hosted by JMT?

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Fundraising executive and transformational coach who has spent nearly two decades building fundraising and advancement programs in the health care, human service, and social justice fields. Facilitates change management and operational improvements within complex nonprofit organizations. Passionately committed to building stronger mission-based organizations.

Completed a Doctor of Education (EdD) in Transformational Leadership & Coaching from the Terry Research Institute at Wright Graduate University for the Realization of Human Potential. Dissertation research used existential-developmental social & emotional intelligence curriculum to foster personal responsibility and leadership effectiveness among nonprofit sector professionals.

Book a Complimentary Coaching Session!

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.

With over 35 years of local, national and global experience, John has served hundreds of nonprofit organizations including AARP, American Cancer Society, American Diabetes Association, Blessings in a Backpack, Blue Cross Blue Shield, Crown Family Philanthropies, Pan American Health Organization, Public Health Institute, Rockefeller Foundation and the Smithsonian.

John is a founding board member and secretary of the Wright Foundation for the Realization of Human Potential and also served on the board of Heartland Alliance for Human Needs and Human Rights for over 25 years. He is a graduate of the Park School of Communications at Ithaca College in New York. John completed a doctorate and a master’s degree in Transformational Leadership and Coaching at the Wright Graduate University for the Realization of Human Potential. John lives in Evanston, IL with his wife and business partner Jacki Davidoff.

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.

Beth spent her early career working in the Change Management Department at the Dow Chemical Company. It was through this experience that Beth gained foundational skills in work process improvement and systems level thinking. With more than 20 years of experience working in the nonprofit sector, Beth has witnessed first-hand how nonprofits are constantly challenged to do more with less. This starvation mindset often results in organizations with outdated and unnecessarily complex operational practices and a threatening disconnect between its finances and social impact. Beth is driven by data, innovation, and strategy. She casts a vision and empowers her team with the tools they need to thrive. Beth earned a master’s degree in Social Work from Grand Valley State University and lives in West Michigan with her husband and two sons.

Ken is the executive responsible for the administration of the Cerini & Associates, LLP not-for-profit and educational provider practice groups. In addition to his extensive audit experience, Ken has been directly involved in providing consulting services for nonprofits and educational facilities of all sizes throughout New York State in such areas as cost reporting, financial analysis, Medicaid compliance, government audit representation, rate maximization, board training, budgeting and forecasting, and more.

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 has received national recognition with:

  • The Technology Pacesetter award in Accounting Today
  • Var 100 member, as well as being featured on the cover of Accounting Technology.

JMT continues to be the leading partner for nonprofit back office systems. She regularly receives awards including:

  • Abila Presidents Circle
  • Intacct President’s Club
  • Sage’s President’s Circle and Chairman’s Club

Jacqueline has over twenty-five years’ experience in the nonprofit sector. Prior to founding JMT Consulting Group, she was CFO and Comptroller for a number of nonprofit organizations. 

Jacqueline has assisted nonprofit organizations with financial aspects of their business from:

  • accounting services
  • technology
  • high-level management
  • board consulting

Jacqueline continues to serve on a number of nonprofit boards and committees in support of their efforts to make a difference in the world.

Jacki Davidoff is a management and human capital consultant. Jacki consults with national and local organizations to facilitate their growth, including identifying internal barriers that limit their effectiveness. She leads organizations to strengthen relationships among executive leaders, staff, Board, and external audiences through Davidoff’s unique Mission-Driven process. Jacki is also an executive leadership coach, supporting individuals and executives to develop their leadership capacities and create learning cultures in their organizations.

Jacki is founder and facilitator of the Leadership Forum, a monthly convening for diverse nonprofit CEO’s and Executive Directors; and the Leadership Intensive, supporting women at all levels of leadership. She is also founder and co-facilitator of The Self-Aware Leader: Understanding How Race Affects Your Leadership, a new 12-week cohort women’s leadership group for women of color and white women launched in April 2022.

Jacki bridges both nonprofit and corporate sectors. Her background includes 30 years in leading national advertising agencies and senior executive positions in Chicago nonprofits. Prior to joining Davidoff, Jacki completed nine years at the Chicago Botanic Garden where she worked in leadership roles in marketing and corporate/foundation fundraising, increasing the organization’s national and regional presence and growing its corporate support to record levels.

Jacki has been actively involved in racial justice training nationally and locally. She is Board Co-Chair of Chicago Women in Philanthropy and is former Co-Chair of the Racial Equity & Social Justice committee. She is also senior advisor to the Philanthropy Club of Chicago. Jacki recently completed the inaugural cohort of Dismantling White Supremacy, led by Chicago African Americans in Philanthropy.

Jacki is from Houston, Texas and earned her BS in Advertising with highest honors from the University of Illinois at Urbana-Champaign. She completed her Masters in Transformational Leadership and Coaching at Wright Graduate University for the Realization of Human Potential in 2017.

David Goldstein is the Chair of our Nonprofit/Tax Exempt/Religious Organizations Practice Group. He represents international, national, regional and local not-for-profit and religious entities across a wide variety of nonprofit sectors. He serves on the Executive Committee of the New York State Bar Association’s Business Law Section, is the Secretary of the Business Law Section, and serves on the New York State Bar Association’s Bylaws Committee. Mr. Goldstein recently completed 5 consecutive terms as the Chairperson of the Not-for-Profit Corporations Law Committee of the State Bar Association’s Business Law Section.

Mr. Goldstein counsels and advocates for nonprofits and religious organizations in a wide variety of areas, including governance, compliance, regulatory matters, ethics, conflicts of interest, risk assessment and risk management, as well as operations and commercial matters. He represents clients (both individuals and organizations) in internal disputes, regulatory investigations and regulatory actions, as well as in litigation – and continually
counsels his clients on how to avoid these entanglements.

He handles regulatory matters involving the Internal Revenue Service (including 501(c)(3) qualification) and New York State agencies such as the Charities Bureau of the Office of the Attorney General, the Department of State, the Division of Cemeteries, the Education Department, the Division of Homes and Community Renewal, and the Office of Mental Health. Mr. Goldstein is a frequent speaker and panelist on nonprofit legal matters, including at American Bar Association and New York State Bar Association programs, at legal and accounting continuing education seminars, and at various forums and conferences addressing legal issues affecting the nonprofit community.

Prior to joining Certilman Balin, he was a partner at a Manhattan law firm where he practiced general corporate and securities law. He also gained extensive international experience, working with clients and local counsel in 35 countries across Europe, Asia, Latin America and Africa. Mr. Goldstein graduated cum laude and in the top 10% of his class at Fordham Law School. He earned his Bachelor of Arts in Labor Studies from the State University of New York at Old Westbury.

At Fordham, he was a member of the International Law Journal and was honored with the Archibald R. Murray Public Service Award. He is admitted to practice in the State of New York.

In 1997, I got my first introduction to the stock market through an internship position with Smith Barney in their Pasadena, California office. A short while later, I was offered a full-time position as Client Service Associate and my career in Financial Services was born.

In 1999 while still working for Smith Barney, I took on the role of liaison between Smith Barney and the California Medical Association. I worked with a group of select Financial Advisors who were the endorsed retirement plan providers for the association’s physicians.

After traveling the state for a year, I decided to further my career, and in May of 2000 I become a Financial Advisor at Smith Barney in the Sherman Oaks, California office. It was then that I got interested Non Profits Organizations as both a volunteer building houses in South Central Los Angeles for Habitat for Humanity and as an advisor working on endowments for several organization in Los Angeles area.

In August 2004, I relocated to New York to start a team, with a former partner. While the partnership didn’t work out, the reason for it shaped the vision of the practice today. A group working together to enhance the interplay and synergies within and between corporations, individuals and philanthropic organizations based the group’s intellectual capital. This was also when I was first introduced to the American Red Cross on Long Island through a client who was on the board. I have spent the past 14 years serving as a volunteer, board member and board chair and currently today serve as the co-chairman of the board.

In April of 2008. I joined Morgan Stanley and continued buildings the three pillars of the practice; Corporate Services, Investor Services and Philanthropic Services. As the interplay between the three expanded over the years, I developed a robust practice to include Private Corporations, Non-Profit Organizations and Individual Families. My philanthropic involvement has expended as well, as I serve of the Board of Director for the Bayside Business Association, the Board of Directors for Career Day Inc., Chairman of the Board for The Nonprofit Cooperative, Vice-Chairman of the Board for The Nonprofit Collective Foundation, the Board of Directors for Pelham Travel Soccer Club, and the Advisory Board for Transitional Services of New York, Inc. as well as working with other charities on an as needed basis.

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