JMT Consulting Presents INNOVATE 2025

May 5-7 | Nashville

Why Attend Innovate?

The JMT Innovate Conference designed specifically for nonprofit finance professionals offers these benefits:

Learn about the latest trends and best practices: Industry experts will be sharing their knowledge on the newest advancements and best practices in nonprofit finance.
Network with colleagues: This conference is a great opportunity to connect with other nonprofit finance professionals from around the country. You can exchange ideas and learn from each other’s experiences.
Discover new financial tools and resources: You’ll be introduced to new financial tools and resources that can streamline your organization’s financial management.
Stay informed on regulations: The conference will cover the latest regulatory changes that could impact your nonprofit.
Gain insights into the future: You’ll gain valuable insights into future trends in nonprofit finance and how you can prepare your organization for what’s to come.
Expert speakers: The conference will feature expert speakers who will share their knowledge and insights on nonprofit finance. This can be a great way to learn from the best in the field.
Pre-conference workshops: The conference offers pre-conference workshops on specific topics to provide in-depth learning opportunities on relevant software.

If you’re a nonprofit finance professional, the JMT Innovate Conference is a great opportunity to learn, connect, and grow in your field.

Early Bird Rates Through April 1, 2025

Pre Conference Workshops

Regular Rates April 2 - May 1, 2025

Agenda

Monday May 5 – Pre-Con and Welcome Reception

9:00 am – 9:30 am Registration for Pre-conference
9:30 am – 4:30 pm Pre-conference Workshops
6:00 pm – 8:00 pm Welcome Reception – Registration | Sponsor Booths Open

Tuesday May 6 – Conference Day 1

7:00 am – 8:00 am Breakfast – Registration | Sponsor Booths Open
8:00 am – 9:30 am Welcome and Keynote from Kamili Wilson – SVP of New Affiliate Integration Services at AARP
9:45 am – 12:00 noon Breakout Sessions (5 Tracks)
12:00 noon – 1:00 pm Lunch and Sponsor Activity | Sponsor Booths Open
1:00 pm – 4:10 pm Breakout Sessions (5 Tracks)
4:20 pm – 5:00 pm Human Interest: Thomas Means from Communication Service for the Deaf
5:00 pm – 5:40 pm Panel Discussion hosted by Julia Patrick – CEO and Founder, American Nonprofit Academy
6:30 pm – 9:00 pm Buffet and Cocktails + Charity Event: Luke’s 32 Bridge

Wednesday May 7 – Conference Day 2

7:00 am – 8:00 am Breakfast | Sponsor Booths Open
8:00 am – 9:00 am Keynote: George Miller, Life and Leadership Coach
9:00 am – 9:20 am Raffle Prize Giveaway + Conference Recap
9:30 am – 12:50 pm Breakout Sessions (5 Tracks)
12:50 pm – 1:50 pm Lunch | Sponsor Booths Open

*Agenda subject to change.

Keynote Session Descriptions

Keynote: Non-Traditional Solutions to Traditional Problems

Tuesday May 6 8:15 am – 9:30 am

In today’s rapidly evolving landscape, traditional approaches to problem-solving are no longer enough. Organizations – whether in the nonprofit sector, corporate world, or beyond – must embrace innovative, unconventional strategies to tackle complex, modern challenges.

In this dynamic session, Kamili Wilson will explore the power of non-traditional solutions in addressing issues that defy outdated models of leadership, operations, and impact. Through real-world examples and actionable insights, she will illustrate how creative problem-solving, adaptive leadership, and cross-sector collaboration can unlock new opportunities for growth, resilience, and transformation.

Attendees will walk away with:

A fresh perspective on rethinking obstacles as opportunities
Practical frameworks for driving change through innovation
Insight into leveraging emerging technologies, partnerships, and alternative funding models

The future belongs to those willing to break the mold and challenge the status quo. Join Kamili Wilson, SVP of New Affiliate Integration Services at AARP as she redefines what’s possible in a world that demands bold, non-traditional thinking.

Keynote: Friend Your Fear: How to Lead with EQ

Wednesday May 7 8:00 am – 9:00 am

George “Iceberg” Miller will equip attendees with actionable tools to tap into the leadership and teamwork potential within themselves and the individuals they lead and supervise.

As a compassionate yet challenging presence, George serves as a catalyst for growth, blending heart-centered leadership with visionary thinking and common sense. He is committed to fostering sustainability and purpose both in the business world and in personal relationships.

Track 1 – Sage Intacct

Tuesday May 6
9:45 – 10:45 AM Unlocking the Power of Sage Intacct Reporting: Advanced Techniques
10:45 – 11:00 BREAK
11:00 – 12:00 Fixed Asset Management: A Game-Changer for Nonprofits*
12:00 noon – 1:00 PM Lunch
1:00 – 2:00 Bank Feeds and Maximizing Bank Rules
2:10 – 3:10 Maximize Your Data Imports with Sage Intacct
3:10 – 3:20 BREAK
3:20 – 4:10 Understanding Dynamic Allocations in Sage Intacct: Best Practices and Tips*

Wednesday May 7
9:30 – 10:30 Optimizing Revenue Recognition Processes with Sage Intacct
10:40 – 11:40 Stay Up-to-Date with Sage Intacct: A Recap of Quarterly Releases*
11:50 – 12:50 Mastering Nonprofit Grant Management: Strategies for Success*
12:50 – 1:50 BOX LUNCH

*This session is repeated in Track 5 – Greatest Hits

Session Descriptions

Unlocking the Power of Sage Intacct Reporting: Advanced Techniques

Tuesday May 6 9:45 – 10:45 AM

Ready to unlock the full potential of your Sage Intacct reporting skills? Join us for an enriching session designed to help you transform data into actionable insights that drive success. Building on your existing knowledge of Sage Intacct, we’ll help you take your reporting expertise to the next level. We’ll explore how to:

Design dynamic dashboards that tell your organization’s story at a glance
Customize reports that deliver exactly what your leadership needs, when they need it
Create real-time visualizations that make complex data clear and compelling
Build automated reporting workflows that save you valuable time
Transform raw data into strategic insights that drive better decisions

We understand that effective reporting is about more than just numbers – it’s about empowering your organization to make confident, informed decisions. This hands-on session provides a supportive environment to experiment with advanced features while building on your existing expertise. You’ll walk away with practical techniques you can implement immediately to enhance your reporting impact. Presented by Taylor Bost and Mike Primiani from JMT.

Fixed Asset Management: A Game-Changer for Nonprofits*

Tuesday May 6 11:00 – 12:00

Join us for an enlightening exploration of Sage Intacct’s Fixed Assets solutions, where we’ll help you navigate both the Sage Intacct Fixed Assets Module (SFAM) and Sage Intacct General Ledger (SIG) with confidence. Whether you’re currently managing assets in SIG, considering implementing a fixed assets solution, or simply wanting to deepen your knowledge, we’ve created a welcoming learning environment for everyone. We’ll discover:

The essential building blocks that drive accurate depreciation
Streamlined ways to create and manage asset records
Time-saving AP integration techniques
Best practices for construction in progress (CIP)
Smart strategies for posting depreciation

We understand that choosing and implementing the right fixed assets solution is crucial for your organization’s success. That’s why we’ll carefully walk through the key differences between SFAM and SIG, helping you identify which solution best fits your unique needs. This supportive session is perfect if you’re:

Evaluating a transition from SIG to SFAM
New to fixed assets management
Looking to refresh your knowledge
Exploring fixed assets solutions for the first time

Presented by Adam Beyer and Jessica Rogers from JMT.

Bank Feeds and Maximizing Bank Rules

Tuesday May 6 1:00 – 2:00

Transform your month-end reconciliation process from time-consuming to effortless! Join us for an enlightening session where you’ll discover how to harness the full power of Sage Intacct’s Cash Management features. Building on your existing knowledge of Cash Management, Bank Reconciliation, AP, and AR, we’ll help you take your efficiency to the next level. We’ll explore how to:

Seamlessly connect your bank and credit card accounts
Set up intelligent bank feeds that work for you
Create time-saving bank rules that reduce manual entry
Streamline your reconciliation workflow
Accelerate your month-end close process

We understand that reconciliations and month-end closing can be stressful and time-intensive. That’s why we’ve designed this session to help you reclaim valuable hours while improving accuracy. You’ll leave with practical tools and confidence-building techniques that can immediately strengthen your financial processes and give you more time for strategic work. Presented by Fabiola Hernandez and Jessica Rogers from JMT.

Maximize Your Data Imports with Sage Intacct

Tuesday May 6 2:10 – 3:10

Master the art of effortless data management in Sage Intacct! Join us for an empowering session where we’ll help you transform time-consuming manual entry into smooth, automated imports. Building on your basic Sage Intacct knowledge, we’ll guide you step-by-step through techniques that will save you hours while improving accuracy. We’ll explore how to:

Import master records with confidence and precision
Streamline transactional data entry through automation
Set up templates that make future imports a breeze
Validate your data to ensure accuracy
Troubleshoot common import challenges before they arise

We understand that managing large amounts of data can feel overwhelming. That’s why we’ve designed this supportive learning environment to help you build confidence in your import skills. You’ll walk away with practical techniques you can implement immediately to reduce manual entry, minimize errors, and free up your time for more strategic work. Presented by Dennis Guiney and Adam Beyer from JMT.

Understanding Dynamic Allocations in Sage Intacct: Best Practices and Tips*

Tuesday May 6 3:20 – 4:10

Transform your allocation process from complex calculations to automated efficiency! Join us for an enlightening exploration of Dynamic Account Allocations in Sage Intacct, where we’ll help you master the art of intelligent distribution across dimensions. If you’re familiar with the basics of transaction and dynamic allocations, we’ll help you take that knowledge to the next level. We’ll discover how to:

Automate your allocation process using the powerful “basis” calculation method
Create smart templates that eliminate repetitive work
Design recurring allocations that update automatically
Transform manual distribution tasks into efficient automated processes
Identify opportunities to save time in your current workflows

We understand that allocations can be one of the more challenging aspects of financial management. That’s why we’ve designed this session to break down complex concepts into practical, actionable steps. You’ll learn the key differences between:

Transaction allocations (during entry)
Dynamic allocations (post-entry distribution)

By the end of our time together, you’ll have the confidence to implement dynamic allocations that save hours of manual calculation while improving accuracy. We’ll explore real-world examples that you can adapt for your organization’s unique needs. Presented by Hank Wright and Jessica Rogers from JMT.

Optimizing Revenue Recognition Processes with Sage Intacct

Wednesday May 7 9:30 – 10:30

Join us for an insightful exploration of revenue recognition in Sage Intacct, where we’ll help you master this crucial financial process with confidence. Building on your experience with Accounts Receivable, Order Entry, or Project Billing, we’ll guide you through strategies that ensure both accuracy and compliance. We’ll discover how to:

Navigate revenue recognition schedules with ease
Choose the right recognition methods for your needs
Properly defer and amortize revenue over time
Align your processes with accounting standards
Track the delivery of goods and services accurately

We understand that revenue recognition can be one of the more complex aspects of financial management, impacting everything from financial reporting to compliance. That’s why we’ve designed this session to break down these concepts into clear, practical steps. You’ll learn how to transform challenging recognition scenarios into streamlined, automated processes that you can trust.

By the end of our time together, you’ll have the knowledge and confidence to manage revenue recognition effectively, ensuring your organization’s financial reporting stays both accurate and compliant. Presented by Mike Primiani and Taylor Bost from JMT.

Stay Up-to-Date with Sage Intacct: A Recap of Quarterly Releases*

Wednesday May 7 10:40 – 11:40

Stay ahead of the curve with an exciting exploration of Sage Intacct’s latest innovations! Join us for an energizing session where we’ll uncover the newest features and enhancements that can transform your daily workflows. Building on your foundational knowledge, we’ll help you discover tools and improvements you can put to work immediately. We’ll explore:

Game-changing new features that streamline your workday
Smart enhancements that boost your reporting power
Time-saving updates that automate routine tasks
Performance improvements that help your system run at its best
Innovative tools that solve real-world challenges

We understand how challenging it can be to keep up with software updates while managing your daily responsibilities. That’s why we’ve designed this session to help you quickly identify and implement the improvements that matter most to your organization. You’ll leave with practical insights about new features that can make an immediate impact on your efficiency and effectiveness.

Let’s ensure you’re getting the most value from your Sage Intacct investment by putting these latest innovations to work for you and your team. Presented by Megan Madden and Mike Primiani from JMT.

Mastering Nonprofit Grant Management: Strategies for Success*

Wednesday May 7 11:50 – 12:50

Transform your grant management from complex to confidence-inspiring! Join us for an empowering session where we’ll help you master grant tracking and billing in Sage Intacct. Whether you’re new to grant management or looking to enhance your current processes, we’ve created a supportive environment to help you succeed in this crucial aspect of nonprofit finance. We’ll explore how to:

Set up grants in ways that make tracking intuitive
Monitor grant expenses with precision and ease
Create clear, compliance-ready reports that tell your impact story
Streamline your billing processes to maintain steady funding
Build stronger relationships with your grant providers

We understand that effective grant management is vital to your organization’s mission and sustainability. That’s why we’ve designed this session to help you:

Maintain impeccable compliance
Maximize your funding potential
Save valuable time on administrative tasks
Generate the insights funders want to see
Track your impact with confidence

You’ll leave with practical tools and techniques you can implement immediately to strengthen your grant management processes, allowing you to focus more energy on your mission and less on administrative complexities. Presented by Dagi Stanton and Fabiola Hernandez from JMT.

Track 2 – Leadership

Tuesday May 6
9:45 – 10:45 Streamlining Audits and Board Reports: Easing the CFO’s Burden*
10:45 – 11:00 BREAK
11:00 – 12:00 Building a Robust Financial Foundation: Planning & Budgeting Best Practices*
12:00 Noon – 1:00 LUNCH
1:00 – 2:00 Maneuvering New Accounting Reporting Requirements for Nonprofits*
2:10 – 3:10 People First: Human-Centered Strategies for Organizational Success
3:10 – 3:20 BREAK
3:20 – 4:10 Transformation is about more than just tools – it’s about People, Processes, and Leadership

Wednesday May 7
9:30 – 10:30 Nonprofit Funding in Uncertain Times
10:40 – 11:40 Fiduciary Obligations of CFOs and Finance Committees
11:50 – 12:50 Mission-Driven Strategic Planning for Finance Leaders
12:50 – 1:50 BOX LUNCH

*This session is repeated in Track 5 – Greatest Hits

Session Descriptions

Streamlining Audits and Board Reports: Easing the CFO’s Burden*

Tuesday May 6 9:45 – 10:45

Join our CPA experts for an empowering session designed to help you turn audit season stress into confidence and board meetings into opportunities to shine. We understand the unique pressures you face as a nonprofit CFO, and we’re here to help you master these crucial responsibilities with greater ease. We’ll explore practical strategies to:

Build a year-round audit readiness system that works for you
Harness technology to make data collection seamless, not stressful
Create board dashboards that tell your organization’s story at a glance
Free up valuable time through smart automation
Develop stronger partnerships with your auditors and board

We know that audit preparation and board reporting can feel overwhelming at times. That’s why we’ve designed this session to help you:

Transform audit preparation from a yearly scramble to a smooth process
Present financial information with clarity and confidence
Showcase your organization’s impact through compelling visuals
Build trust through effective communication
Demonstrate your financial leadership

Leave with practical tools and renewed confidence to streamline these essential responsibilities, allowing you to focus more on strategic leadership and less on administrative burden. Presented by Justin Schellenberg, CPA – CEO Puryear & Noonan, CPAs and Stephanie Richerson, CPA – Partner Puryear & Noonan

Building a Robust Financial Foundation: Planning & Budgeting Best Practices*

Tuesday May 6 11:00 – 12:00

What is so special about nonprofit organization budgets? Nonprofits must manage and balance acquiring funding and use of limited financial resources with the added heavy responsibility that they exist to support the “public good” while being governed by volunteers. Consequently, budgets for nonprofit organizations are integral to mission delivery as well as financial health and continuity.

Budgets help nonprofits use (expend) limited financial resources in a manner that not only advances mission but also recognizes capacity constraints, supports sustainability, and promotes continuity. Culture, management styles, and assigning budget responsibilities are important elements of proactive working budgeting systems and budget building processes.

In this presentation we will discuss actions and tactics you can use to better connect project managers and staff with budget planning and budget building processes including adding an annual budget process assessment, engaging staff with rolling projections and looking forward, budgeting for revenue and support, special tactics for budgeting for salaries, and how decentralizing the budget building process and documenting budget assumptions is key to success.

Learning Objectives:

Learn about how an annual budget process assessment can set the stage for change and improved performance.
Learn about funding-first approach to budget building and how prioritizing budgeting for revenue and support on the front-end of the budget building process will help with funding assessments and aligning and scaling programs, activities, and operations to available funding.
Look at how the use of special tactics for budgeting for salaries will impact utilization of the largest expenditure in the expense budget.
Explore how decentralizing the budget building process, documenting budget assumptions, and understanding the full or “true cost” of programs are key to success.

Presented by A. Michael Gellman, CPA, CGMA Founder/Principal, Fiscal Strategies 4 Nonprofits, LLC and Sustainability Education 4 Nonprofits, LLC and Paul Preziotti, CPA, Partner, Johnson Lambert LLC with Buu-Linh Tran and Beth Larsen from JMT.

Maneuvering New Accounting Reporting Requirements for Nonprofits*

Tuesday May 6 1:00 – 2:00

Join us for an empowering session designed to help you master the evolving world of nonprofit accounting standards. We understand that keeping up with changing requirements while maintaining your daily responsibilities can feel overwhelming. That’s why we’ve created this supportive environment to help you adapt and thrive amidst these changes. We’ll explore:

The latest FASB updates and what they mean for your organization
Practical ways to enhance your financial statement presentation
Smart approaches to new disclosure requirements
Realistic implementation timelines that work for your team
Solutions to common compliance challenges you might face

We know that change can be challenging, especially when it comes to financial reporting standards. This session will help you:

Transform complex requirements into manageable steps
Build confidence in your reporting approach
Maintain transparency while ensuring compliance
Develop practical strategies for implementation
Stay ahead of future changes

Leave with clear, actionable strategies to implement these changes effectively, ensuring your organization’s financial story remains both compliant and compelling. Presented by Ken Cerini of Cerini & Associates.

People First: Human-Centered Strategies for Organizational Success

Tuesday May 6 2:10 – 3:10

Facing fierce competition for accounting talent? Join us to discover proven strategies for attracting, developing, and keeping top finance professionals in the nonprofit sector. This practical session addresses the unique challenges nonprofits face in today’s competitive job market. Learn how to:

Craft compelling job descriptions and compensation packages that attract qualified candidates
Compete with for-profit salaries through innovative benefits and mission-driven advantages
Develop effective onboarding programs that set new hires up for success
Create growth opportunities and career paths within budget constraints
Build a positive workplace culture that enhances retention
Leverage remote work options to expand your talent pool

Get actionable tips for developing your existing team members while building a recruitment pipeline that works for your organization’s budget and needs. Leave with practical tools and strategies to strengthen your finance department for the long term. Perfect for: CFOs, Finance Directors, and nonprofit leaders responsible for building and maintaining high-performing finance teams. Presented by Kristen Stine and Dr. Stephanie Rose-Belcher from JMT.

Transformation is about more than just tools – it’s about People, Processes, and Leadership

Tuesday May 6 3:20 – 4:10

Transform challenges into opportunities in this dynamic session designed for forward-thinking leaders. Learn how to foster innovation while maintaining mission alignment. Key takeaways:

Develop strategies to lead change while managing stakeholder expectations
Balance innovation with risk management in nonprofit operations
Create a culture of continuous improvement within your team
Identify opportunities for process optimization and sustainable growth
Navigate resistance to change with effective communication strategies
Apply design thinking principles to challenges

Through real-world examples and interactive discussion, explore how to:

Evaluate and implement new technologies while managing costs
Build cross-departmental collaboration for improved processes
Create scalable solutions that grow with your organization
Transform traditional roles into strategic business partners

Perfect for: CFOs, Directors, and senior professionals ready to drive positive change in their organizations while maintaining sustainable growth. Presented by April Romero, Enterprise Project Director for the State of Tennessee with Brady Haslebacher from JMT.

Nonprofit Funding in Uncertain Times Panel Discussion

Wednesday May 7 9:30 – 10:30

Join this panel of industry veterans for an incisive look at the evolving landscape of nonprofit funding. Drawing from extensive experience this panel will explore emerging patterns in philanthropic giving, foundation priorities, and innovative revenue models reshaping the sector. This session will examine:

Post-pandemic shifts in donor behavior and institutional giving
The rise of participatory grant making and trust-based philanthropy
Impact of economic factors on traditional funding streams
Growing importance of digital fundraising and online engagement
Trends in corporate partnerships and cause marketing
New approaches to sustainable revenue generation

Attendees will gain actionable insights to help their organizations adapt fundraising strategies and diversify revenue sources in today’s dynamic funding environment. Come prepared to engage in meaningful discussion about the challenges and opportunities facing nonprofit finance professionals. Perfect for: CFOs, Development Directors, Finance Managers, and other nonprofit professionals involved in financial strategy and revenue planning. Panel includes moderator Paul Clolery – Vice President & Editorial Director, The NonProfit Times, and panelists Pat Duffy – Co-Founder, The Giving Block (A Shift4 Company), Srikar Chinam, CEO and Cofounder, KarmaSuite, Julia C. Patrick, CEO and Founder, American Nonprofit Academy, and Jeff Vogel, VP of Marketing & Business Development from DonorPerfect.

Fiduciary Obligations of CFOs and Finance Committees

Wednesday May 7 10:40 – 11:40

Navigate the critical responsibilities and legal duties of nonprofit financial leadership in this essential session. Learn how CFOs and Finance Committee members can effectively fulfill their fiduciary obligations while strengthening organizational oversight and risk management. Key topics include:

Core fiduciary duties: duty of care, loyalty, and obedience
Best practices for financial oversight and internal controls
Investment management responsibilities and endowment stewardship
Risk assessment and mitigation strategies
Board reporting requirements and effective communication
Compliance with state and federal regulations
Ethical considerations in financial decision-making
Documentation and record-keeping protocols

Attendees will review real-world scenarios, learn practical governance frameworks, and gain tools to enhance their organization’s financial oversight. Special attention will be given to emerging challenges in the nonprofit sector and strategies for maintaining strong fiduciary practices in a changing environment. Perfect for: CFOs, Finance Committee members, Board Treasurers, Executive Directors, and senior staff involved in financial oversight and governance. Presented by Rick Nickels, Partner at Bradley.

Mission-Driven Strategic Planning for Finance Leaders

Wednesday May 7 11:50 – 12:50

Transform your organization’s vision into actionable results through comprehensive strategic planning. This session will guide you through the essential elements of creating and implementing a strategic plan that drives mission impact while ensuring financial sustainability. Presented by Dr. John Davidoff, Founder and Chief Mission-Driver and Lynette Morris, Vice President, Director of Client Engagement & Strategy from Davidoff Mission-Driven Business Strategy. Panelists include Jacki Tiso from JMT.

Track 3 – Software Innovations

Presentations on the Latest Innovations in Financial Software

Tuesday May 6

9:45 – 10:45 Back Office Financial Automation for Nonprofits: Streamlining AP, AR, and Spend Management with BILL & Sage Intacct
10:45 – 11:00 BREAK
11:00 – 11: 30 Martus Solutions
11:30 – 12:00 Overcoming Immunity to Change: Transforming Technology in Nonprofits – Davidoff Mission-Driven Business Strategy
12:00 noon – 1:00 LUNCH
1:00 – 2:00 Outsourced Accounting
2:10 – 2:40 DATABASICS presents: Streamlining Nonprofit Finance with Modern Time Collection & Expense Solutions
2:40 – 3:10 Velixo presents:
3:10 – 3:20 BREAK
3:20 – 4:10 Sage Lease Accounting

Wednesday May 7

9:30 – 10:30 Financial Contingency Planning with Kim Thomason, CPA from Thomason Financial Resources
10:40 – 11:40 KarmaSuite Inc. presents: Post Award Grants Management – There’s Now a New Way!
11:50 – 12:50 How to Benefit from your PowerASSIST Plan*
12:50 – 1:50 BOX LUNCH

*This session is repeated in Track 5 – Greatest Hits

Session Descriptions

Back Office Financial Automation for Nonprofits: Streamlining AP, AR, and Spend Management with BILL & Sage Intacct

Tuesday May 6 9:45 – 10:45 AM

Back-office financial processes shouldn’t hold your nonprofit back. In this session, we’ll explore how BILL integrate seamlessly with Sage Intacct to automate accounts payable, accounts receivable, and spend management. Learn how to streamline workflows, enhance cash flow visibility, and improve financial controls with AI-driven automation. Whether you’re optimizing AP and AR to free up resources for your mission or gaining better oversight of expenses to ensure compliance and transparency, this workshop will provide actionable strategies to modernize your nonprofit’s financial operations.

Target Audience: Controllers, Directors, Finance and Accounting Associates, Technology Implementers.

Presenters: Eric Nitschke, Kevin Van Loan, Stephen Herzig

Expected Takeaways: These takeaways will help attendees better understand the value of financial automation, integration, and control through the use of BILL with Sage Intacct.

Automation of Key Financial Processes – Attendees will gain an understanding of how BILL can automate accounts payable (AP), accounts receivable (AR), and spend management, leading to reduced manual work and faster, more efficient operations.
Seamless Integration with Sage Intacct – Attendees will learn how to integrate BILL with Sage Intacct, ensuring a seamless flow of financial data, streamlined reporting, and better synchronization between systems.
Enhanced Financial Visibility & Control – Attendees will discover how automation provides real-time insights into cash flow and financial operations, empowering better decision-making and helping manage budgets and expenses more effectively.
Best Practices for Financial Automation – Attendees will leave with actionable strategies and best practices for implementing financial automation in their organizations, ensuring a smoother and more efficient back-office environment.

Martus presents:

Tuesday May 6 11:00 – 11:30

Davidoff Mission-Driven Business Strategy presents: Overcoming Immunity to Change: Transforming Technology in Nonprofits

Tuesday May 6 11:30 – 12:00 Noon

In the fast-evolving landscape of nonprofit finance, leaders face mounting pressure to innovate, adapt, and drive meaningful change. Yet, despite their best efforts, many find themselves stuck in recurring patterns that hinder progress. Inspired by Robert Kegan’s Immunity to Change, this interactive workshop will help nonprofit finance leaders uncover the hidden mindsets and assumptions that prevent them from implementing lasting transformation.

Through guided exercises and real-world case studies, attendees will learn how to identify competing commitments that create resistance to change, reframe limiting beliefs, and develop actionable strategies to drive financial sustainability and operational excellence. Whether navigating new funding models, improving financial transparency, or adopting emerging technologies, this session will equip leaders with the tools to break through barriers and lead confidently in an era of disruption.

Join us for a thought-provoking discussion and hands-on experience that will reshape your approach to change within your organization.

Target Audience: Nonprofit Executive Directors, Finance Department Leaders and IT Leaders

Presenters: Dr. John Davidoff, Chief Mission-Driver, JMT Consulting and Davidoff Mission-Driven Business Strategy

Participant Takeaways:

Identify Hidden Barriers to Change – Understand the psychological and organizational factors that create resistance to financial and operational transformation.
Uncover Competing Commitments – Recognize how underlying assumptions and priorities may unintentionally block progress in adopting new financial strategies or technologies.
Reframe Mindsets for Growth – Learn techniques to shift perspectives and embrace adaptive leadership in response to financial and technological disruptions.
Develop Actionable Change Strategies – Gain a step-by-step framework for overcoming resistance and implementing meaningful, sustainable improvements in nonprofit financial management.
Enhance Decision-Making & Innovation – Apply Kegan’s Immunity to Change methodology to foster a more agile, future-ready approach to nonprofit finance leadership.
Collaborate and Network with Peers—Engage in discussions and exercises with fellow nonprofit finance leaders, sharing insights and best practices for overcoming change immunity.

By the end of the workshop, participants will leave with a framework for an action plan to drive meaningful financial and organizational change within their nonprofits.

Outsourced Accounting

Tuesday May 6 1:00 – 2:00 PM

DATABASICS presents: Streamlining Nonprofit Finance with Modern Time Collection & Expense Solutions

Tuesday May 6 2:10 – 2:40 PM

In light of changes happening at the funding level, financial efficiency isn’t just about cutting costs—it’s about maximizing resources for your mission. This session reveals how modern timesheet and expense management solutions specifically designed for nonprofits can transform your organization’s financial operations. Discover practical strategies to reduce administrative burden, improve controls, and gain real-time financial visibility—all while addressing the unique challenges nonprofits face in uncertain times.

Perfect for: Finance directors, CFOs, controllers, program managers, and executive directors of nonprofit organizations who want to maximize resources, create new efficiencies, and reduce cost.

Presenter: Chris Harley, Vice President, DATABASICS

Expected Takeaways:

Practical software solutions for reducing costs through automation of time tracking and expense reporting
Strategies for strengthening corporate compliance and reporting with purpose-built nonprofit solutions
Methods to gain real-time financial visibility for better decision-making
Tools to simplify employees’ time and efforts
Actionable steps to implement modern finance solutions without straining limited IT resources

Note: This session directly addresses today’s nonprofit challenges by demonstrating how the right technology solution can create financial stability despite uncertainties. We’ll show how DATABASICS helps organizations do more with less by automating manual processes, reducing risks, and saving money.

Velixo presents:

Tuesday May 6 2:40 – 3:10 PM

Sage Lease Accounting

Tuesday May 6 3:20 – 4:10 PM

Presented by Mohammed Hourani from JMT.

Financial Contingency Planning with Kim Thomason, CPA from Thomason Financial Resources

Wednesday May 7 9:30 – 10:30 AM

Charting a Resilient Course Through Financial Uncertainty – This session equips nonprofit financial leaders with strategic approaches to navigate periods of financial instability. Participants will learn how to:

Thoroughly analyze funding agreements and contracts to identify flexibility points and obligations
Develop effective communication strategies for engaging essential stakeholders
Build collaborative solutions with clients, funding partners, and vendors
Partner with your governing board to make informed decisions during challenging times

Join Kim Thomason, CPA from Thomason Financial Resources to strengthen your organization’s financial resilience and ensure mission continuity even when facing fiscal challenges.

KarmaSuite Inc. presents: Post Award Grants Management – There’s Now a New Way!

Wednesday May 7 10:40 – 11:40 AM

This session will explore effective strategies, best practices, and software to manage restricted grants, focusing on compliance, reporting, and budget optimization. We’ll discuss how to best use the latest software in the market to manage grants post-award.

Don’t miss these highlights:

Grant Underspending (Tracking)
Manually allocating expenses to grants (Allocating)
Reporting in custom formats (Reporting)
Forecasting funding gap/excess (Forecasting)
Errors in allocations (Compliance)

Attendees will learn how to use software to ensure timely spend of each grant, monitor compliance with donor restrictions, and automate allocation of expenses to grants. Presented by Srikar Chinam, CEO and Cofounder – KarmaSuite Inc.

How to Benefit from your PowerASSIST Plan*

Wednesday May 7 11:50 – 12:50

Presented by Carole Turnyanszki from JMT.

Track 4 – MIP and Current Events

Tuesday May 6
9:45 – 10:45 MIP Best Practices Panel Discussion
10:45 – 11:00 BREAK
11:00 – 12:00 MIP Finance & Reporting
12:00 – 1:00 LUNCH
1:00 – 2:00 Building Financial Resilience: Effective Contingency Planning for Nonprofit Sustainability – Jeff Young
2:10 – 3:10 Navigating the Changing Public Policy Landscape for Nonprofits
3:10 – 3:20 BREAK
3:20 – 4:10 Operational Contingency Planning – Steering Through Uncertainty: Strategies for Nonprofit Success

Wednesday May 7
9:30 – 10:30 Enhancing User Experience in MIP: Tips and Tricks
10:40 – 11:40 Effective Data Management in MIP: Import and Export Strategies
11:50 – 12:50 Maximizing the Power of MIP for Budgeting
12:50 – 1:50 BOX LUNCH

Session Descriptions

MIP Best Practices Panel Discussion

Tuesday May 6 9:45 – 10:45

Join us for an enlightening customer panel moderated by Lucy Brennan, featuring experienced MIP users from diverse organizations. This interactive session is designed for current MIP users looking to optimize their experience and learn from peers. What you’ll learn:

Best practices for MIP implementation and usage
Innovative strategies employed by other organizations
Solutions to common challenges and concerns
Tips for maximizing MIP’s potential in your organization

Why attend:

Alleviate concerns about MIP usage
Discover solutions to issues you may be experiencing
Gain valuable insights from real-world MIP applications
Network with peers facing similar challenges

This session offers a unique opportunity to engage directly with experienced users. Our panelists will share their experiences and answer questions from the audience, fostering an environment of collaborative learning and problem-solving.

Prerequisites: Attendees should be current MIP users to benefit fully from this session.

Don’t miss this chance to enhance your MIP proficiency and connect with fellow users. Come prepared with your questions and be ready to participate in this interactive discussion!

MIP Finance & Reporting

Tuesday May 6 11:00 – 12:00

This session covers advanced MIP financial reporting, including a comparison between the classic environment and the cloud environment. Participants should have basic reporting knowledge before attending. You’ll learn how to create custom financial formats, run reports in MIP, and understand key differences between cloud and classic reporting. This knowledge will enable you to create more complex reports tailored to your organization’s needs.

Prior knowledge required: Basic MIP reporting skills

Key takeaways:

Creating financial formats in MIP
Report generation
Differences between cloud and classic reporting options

Importance: Mastering these skills will allow you to develop more sophisticated, customized reports to better serve your organization’s financial analysis and decision-making processes. Presented by Lucy Brennan from JMT.

Building Financial Resilience: Effective Contingency Planning for Nonprofit Sustainability

Tuesday May 6 1:00 – 2:00

Learn practical strategies for building a strong financial contingency plan, insights into managing risks, and real-world examples for how to better navigate uncertainty. This session is designed specifically for nonprofit financial managers, CEOs, and Directors who want to strengthen their organization’s financial resilience. Participants will learn how to create a resilient financial contingency plan, what to look for in their organization to better manage risk, and ensure their organization stays stable and mission-focused during uncertainty. Presented by Jeff Young, Senior Vice President – FirstBank

Navigating the Changing Public Policy Landscape for Nonprofits

Tuesday May 6 2:10 – 3:10

In this session, participants will gain critical insights into the evolving public policy landscape affecting nonprofit organizations. Our expert presenter will unpack recent legislative changes from Washington, DC and provide forward-looking analysis on potential policy developments on the horizon.

Key Topics:

Analysis of recent federal tax policy changes affecting nonprofit operations
New compliance requirements and reporting obligations
Shifts in federal funding priorities and grant opportunities
Potential legislative initiatives that could impact nonprofit governance
Strategies for effective advocacy in the current political environment

This session offers finance professionals practical knowledge to help their organizations anticipate and adapt to policy changes. Participants will leave with actionable insights to strengthen their strategic planning and ensure continued mission fulfillment amid evolving regulatory frameworks.

Who Should Attend: Finance directors, CFOs, executive directors, and board members seeking to understand how recent and upcoming policy changes may affect their organization’s financial planning, compliance obligations, and operational strategies.

Operational Contingency Planning – Steering Through Uncertainty: Strategies for Nonprofit Success

Tuesday May 6 3:20 – 4:10

In a rapidly evolving landscape, nonprofit organizations must navigate uncertainty with resilience and strategic foresight. From economic fluctuations to regulatory shifts, the challenges facing the sector require leaders to adapt, innovate, and collaborate. Join us as we bring together industry experts and seasoned practitioners to share timely insights and practical strategies for overcoming today’s uncertainties and ensuring long-term success.

Enhancing User Experience in MIP: Tips and Tricks

Wednesday May 7 9:30 – 10:30

This session is designed for regular MIP users, particularly those new to the system, though seasoned users will also benefit. Attendees will learn valuable settings to personalize MIP, enhancing both efficiency and accuracy. We’ll cover tips and tricks to improve your daily experience with the platform. Key takeaways:

Customization options to streamline your workflow
Techniques to reduce errors and increase productivity
Insights to make MIP more user-friendly

Whether you’re looking to minimize mistakes or simply make your MIP interactions smoother, this session will equip you with the knowledge to tailor the system to your needs. Presented by Lucy Brennan from JMT.

Effective Data Management in MIP: Import and Export Strategies

Wednesday May 7 10:40 – 11:40

This session will teach participants how to import master record and transactional data into MIP. Attendees will learn efficient data import techniques that save time and reduce potential entry errors. Basic MIP navigation skills are required. The session will be instructional with a Q&A portion at the end. Presented by Dennis Guiney from JMT.

Maximizing the Power of MIP for Budgeting

Wednesday May 7 11:50 – 12:50

In this session, you’ll learn how to effectively use MIP Budgets to create and manage various budget versions for different scenarios, such as organizational budgets, grant budgets, and forecasts. We’ll explore techniques for budget vs. actual reporting and discuss the importance of forecasting in financial planning. Key takeaways:

Creating multiple budget versions for diverse case scenarios
Utilizing MIP Budgets for accurate budget vs. actual reporting
Implementing forecasting techniques within MIP Budgets

Prior knowledge of MIP basics is recommended, as taught in the classic version. Participation is encouraged, and all attendees are invited to ask questions throughout the session. Presented by Lucy Brennan from JMT.

Track 5 – Greatest Hits

Tuesday May 6
9:45 – 10:45 Maneuvering New Accounting Reporting Requirements for Nonprofits
10:45 – 11:00 BREAK
11:00 – 12:00 Mastering Nonprofit Grant Management: Strategies for Success
12:00 Noon – 1:00 LUNCH
1:00 – 2:00 Streamlining Audits and Board Reports: Easing the CFO’s Burden
2:10 – 3:10 Building a Robust Financial Foundation: Planning & Budgeting Best Practices
3:10 – 3:20 BREAK
3:20 – 4:10 How to Benefit from Your PowerASSIST Plan

Wednesday May 7
9:30 – 10:30 Understanding Dynamic Allocations in Sage Intacct: Best Practices and Tips
10:40 – 11:40 Fixed Asset Management: A Game-Changer for Nonprofits
11:50 – 12:50 Stay Up-to-Date with Sage Intacct: A Recap of Quarterly Releases
12:50 – 1:50 BOX LUNCH

Pre-Con Workshops Monday May 5, 2025

Full Day

9:30 am – 4:30 pm Demystifying Sage Intacct: Core Features and Troubleshooting Tips

Join us for an enriching day of Sage Intacct mastery designed with you in mind. Whether you’re newer to the platform or looking to refresh your skills, we’ll help you discover valuable features that go beyond the basics. We’ll explore the full potential of key modules including:

General Ledger
Company Setup
Accounts Payable
Accounts Receivable
Cash Management
Reporting

We understand that learning a new system can be challenging, which is why we’ve created this supportive environment to help you build confidence and expertise. You’ll learn practical tips and time-saving techniques that will make your daily work more efficient and rewarding. Our goal is to help you unlock the full power of Sage Intacct in ways that matter most to your role. Presented by Adam Beyer and Megan Madden from JMT.

9:30 am – 4:30 pm Mastering Sage Intacct Reporting and Dashboards

Ready to transform your Sage Intacct expertise into powerful insights that drive business success? Join us for an immersive day focused on mastering advanced reporting and analytics. We know that as an experienced user, you’re looking to create a meaningful impact in your organization – and we’ll show you how. We’ll explore:

Creating dynamic dashboards that tell your data’s story
Building reports that elevate decision-making at all levels
Designing visual analytics that bring your metrics to life
Customizing KPIs that matter most to your business
Developing real-time views of both financial and operational performance

This hands-on session is designed to help you unlock your full potential as a strategic partner to your leadership team. You’ll walk away with practical, ready-to-implement solutions that will transform how your organization views and uses its data. Best of all, you can put these powerful techniques to work immediately to drive better outcomes. Presented by Taylor Bost and Dagi Stanton from JMT.

Half Day

9:30 am – 12:30 pm Hands-On MIP: Core Modules Training

Join us for an engaging hands-on workshop created specifically for nonprofit finance professionals like you who are dedicated to maximizing your organization’s impact through better financial management. We understand that mastering MIP Fund Accounting is crucial to supporting your mission, and we’re here to help you build that confidence and expertise. In this supportive learning environment, you’ll discover how to:

Navigate MIP’s interface with ease and efficiency
Master the essential accounting functions that support your daily work
Create clear, accurate financial reports that tell your organization’s story
Apply nonprofit-specific best practices within MIP
Streamline your workflows to save valuable time

We’ve designed this experience to address the unique needs of nonprofit accounting, ensuring you’ll walk away with practical skills you can use immediately. Whether you’re managing restricted funds, tracking grants, or preparing for your next board meeting, you’ll learn how MIP can help you serve your mission more effectively. Presented by Lucy Brennan and Dennis Guiney from JMT.

1:30 pm – 4:30 pm Budgeting Brilliance: Sage Intacct Planning Unleashed

Transform your budgeting process from complex to confident with our collaborative Sage Intacct Planning workshop. Whether you’re just beginning your budgeting journey or you’re a seasoned finance professional, we’ve created a supportive learning environment where everyone can thrive. Our experienced guides will help you discover how to:

Create budgets that tell your organization’s complete financial story
Build dynamic planning models that adapt to changing needs
Connect your financial data in ways that reveal new insights
Streamline collaboration across departments
Turn budgeting from a challenge into a strategic advantage

We understand that each organization’s budgeting needs are unique, which is why we’ve designed this session to be both comprehensive and flexible. You’ll learn practical approaches that make budgeting more intuitive and meaningful for your entire team. We’ll explore how Sage Intacct Planning can help you create budgets that don’t just track numbers, but drive real organizational success. Presented by Dan Holcomb and Denise Sauriol from JMT.

Booking Dates

Sunday May 4 – Wednesday May 7, 2025

Hilton Nashville Downtown 121 Fourth Ave. South Nashville, TN 37201

Use this link to reserve your room at the Hilton.

Alternative Hotel

Hyatt Place Nashville – Use this link to book.

Sponsoring Innovate

“This is the first conference I’ve been to where every customer coming up to us adores JMT and they adore Sage. If you are not at Innovate next year, you’re missing a huge opportunity and a huge opportunity to meet your joint customers.” – Jeff Scott, Senior Manager – Partner Sales, Sage

What’s it like to sponsor Innovate? See the video below!

Innovate 2025 Sponsors

PLATINUM Sponsors

GOLD Sponsors

SILVER Sponsors

Things to do in Nashville

Country Music Hall of Fame and Museum

The Country Music Hall of Fame is a must-see for any music lover. This Nashville treasure houses countless artifacts, exhibits, and interactive displays that celebrate the rich history of country music. From legendary artists to iconic instruments, there’s something for everyone.

Broadway

Nashville’s Broadway is a vibrant hub of live music, delicious food, and electric energy. Experience the heart and soul of country music with world-class performances, explore charming shops, and savor unforgettable moments. It’s a must-visit destination for any music lover!

Grand Ole Opry

A legendary showcase of country music talent, the Grand Ole Opry has been a cornerstone of American culture for nearly a century. Featuring both country music icons and rising stars, the Opry continues to captivate audiences with its timeless sounds and electric atmosphere.

Nashville Symphony

The Nashville Symphony is a world-class orchestra renowned for its innovative programming and stunning performances. Based in the heart of Music City, the symphony blends classical masterpieces with contemporary sounds, creating unforgettable experiences for audiences of all ages.

Ryman Auditorium

Often called the “Mother Church of Country Music,” the Ryman is a historic Nashville landmark renowned for its incredible acoustics. As the former home of the Grand Ole Opry, it’s a must-visit for music lovers and history buffs alike.

Bluebird Cafe

Nashville’s iconic listening room where songwriting legends are born. Experience raw talent and intimate performances in this legendary venue.

Frist Art Museum

The Frist Art Museum is Nashville’s premier art exhibition center, housed in a stunning Art Deco building. Offering a dynamic mix of touring and original exhibitions, the Frist is a cultural cornerstone, captivating visitors with its diverse collections and engaging programs.

Nashville Sounds Game

Catch a game at First Horizon Park for fun, food, and fantastic baseball action.

Nashville In May 2025

Date	Event	Location	Time
Thurs
May 1	Metallica M72 World Tour	Nissan Stadium
May 1	Maddie & Tae	Ryman Auditorium	7:30 PM
May 1	Opry Country Classics	Grand Ole Opry	7:00 PM
May 1	Michael Jackson: MJ The Musical	TN Performing Arts	7:30 PM
May 1	La Vida Loca	Schermerhorn Symphony Center	7:30 PM
Friday
May 2	Grand Ole Opry: Opry 100	Grand Ole Opry	8:00 PM
May 2	Michael Jackson: MJ The Musical	TN Performing Arts	7:30 PM
May 2	La Vida Loca	Schermerhorn Symphony Center	7:30 PM
Saturday
May 3	Metallica M72 World Tour	Nissan Stadium
May 3	Drew & Ellie Holcomb	Ryman Auditorium	8:00 PM
May 3	Grand Ole Opry: Opry 100	Grand Ole Opry	7:00 PM
May 3	Michael Jackson: MJ The Musical	TN Performing Arts	2:00 PM
May 3	Michael Jackson: MJ The Musical	TN Performing Arts	7:30 PM
May 3	La Vida Loca	Schermerhorn Symphony Center	7:30 PM
Sunday
May 4	Michael Jackson: MJ The Musical	TN Performing Arts	1:00 PM
May 4	May the 4th: Music of Starwars w/ Nashville Symphony	Ascend Ampitheater	8:00 PM
Monday
Tuesday
May 6	Pearl Jam – Dark Matter World Tour	Bridgestone Arena
May 6	Nashville Sounds Baseball vs Norfolk Tides	First Horizon Park	6:35 PM
May 6	Michael Jackson: MJ The Musical	TN Performing Arts	6:30 PM
May 6	Rufus Du Sol Inhale/Exhale World Tour	Ascend Amphiteater	7:30 PM
Wednesday
May 7	Nashville Sounds Baseball vs Norfolk Tides	First Horizon Park	6:35 PM
May 7	Michael Jackson: MJ The Musical	TN Performing Arts	7:30 PM
Thursday
May 8	Pearl Jam – Dark Matter World Tour	Bridgestone Arena
May 8	Nashville Sounds Baseball vs Norfolk Tides	First Horizon Park	6:35 PM
May 8	Opry Country Classics	Grand Ole Opry	7:00 PM
May 8	Michael Jackson: MJ The Musical	TN Performing Arts	7:30 PM
Friday
May 9	Nashville Sounds Baseball vs Norfolk Tides	First Horizon Park	6:35 PM
May 9	Amy Grant	Ryman Auditorium
May 9	Grand Ole Opry: Opry 100	Grand Ole Opry	7:00 PM
May 9	Michael Jackson: MJ The Musical	TN Performing Arts	7:30 PM
Saturday
May 10	Savannah Bananas	Nissan Stadium
May 10	Amy Grant	Ryman Auditorium
May 10	Nashville Sounds Baseball vs Norfolk Tides	First Horizon Park	6:35 PM
May 10	Michael Jackson: MJ The Musical	TN Performing Arts	2:00 PM
May 10	Michael Jackson: MJ The Musical	TN Performing Arts	7:30 PM
May 10	Nashville Soccer Club vs Charlotte FC	Geodis Stadium	7:30 PM

Keynote Speakers

(View this page for the full roster of speakers at Innovate 2025.)

Kamili Wilson (Tues May 6 Keynote)

Kamili Wilson is a dynamic senior executive with dual expertise in aging services leadership and women’s health innovation. She currently serves as SVP of New Affiliate Integration Services at AARP while leading groundbreaking initiatives in menopause education and support as founder of Claret Circle. Kamili brings unique insight from 18+ years of executive experience in aging services to address critical gaps in women’s midlife health support. She is recognized for creating scalable frameworks that transform how organizations and communities support healthy aging and life transitions, with particular expertise in serving diverse populations.

George Miller (Weds May 7 Keynote)

George “Iceberg” Miller is a dynamic speaker, mentor, and certified life coach with over a decade of experience. Recently, his “Friend Your Fear” training, which encourages people to take risks to discover their potential, received national press coverage. He is dedicated to helping professionals become the strongest, most attractive force in their lives. Unlocking personal and professional fulfillment through coaching and group facilitation, George helps people face their fears with love.

George holds a Master of Arts in Transformational Leadership and Coaching from Wright Graduate University. Leveraging his expertise, he is actively developing hybrid coaching models and online courses to provide accessible, high-quality support for emerging leaders. Additionally, George remains a trusted resource for those navigating career development and transitions, offering invaluable guidance and insights.

Learning Lab

Want to learn more about how to use your existing finance software more effectively? Take this opportunity to work through real-world scenarios with a JMT consultant. The JMT Learning Lab is a popular resource for you to get your computer questions answered. By appointment only time slots are available to reserve on-site or via our online reservation system (coming soon).

Complimentary Executive Coaching Sessions

Back by popular demand, JMT has arranged for attendees at Innovate 2025 in Nashville to have a complimentary 45-minute leadership coaching appointment with coaches who specialize in supporting nonprofit professionals.

Who is the coaching offer for:

All JMT 2025 Innovate attendees
Executive Directors, CEOs, Finance department team members including accounting staff, managers, directors, VPs, CFOs.

What do people use the coaching appointments for:

Situational problem solving
Professional development planning
Addressing conflict
Strengthening interpersonal relationships
Improving leadership effectiveness
Enhancing job performance and satisfaction
Time management
Organizational planning

DR. JOHN DAVIDOFF, Founder & Chief Mission-Driver

Dr. John Davidoff is the Founder and Chief Mission Driver of Davidoff Strategy, LLC. He is an educator, management consultant, advisor, trainer, public speaker, and mentor. Dr. Davidoff is an expert in developing authentic Mission-Driven organizations and leaders. He brings 40+ years of experience working for and advising businesses, associations, nonprofits, foundations, and faith-based organizations. John has substantial experience in management, strategic business planning, marketing, sales, and professional development. Dr. Davidoff founded Davidoff, LLC, in 2005. Before starting his own business, he served as SVP of Marketing for General Growth Properties (a shopping center REIT), VP of Event Marketing for DDB Worldwide (a global advertising agency), CEO of Event Marketing, Inc. (an experiential marketing agency), and VP, Account Supervisor for Davidoff & Partners (a Connecticut-based family-owned advertising agency).

John serves on the Interfaith Alliance 501c4 board and is a founding board member and secretary of the Foundation for the Realization of Human Potential. He also served on the Chicago’s Heartland Alliance for Human Needs and Human Rights board for over 25 years. He graduated from the Park School of Communications at Ithaca College with a BS in Communications Management. 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. His research is on the process leaders use to develop greater experiences of their influence and effectiveness. John joined the faculty of Maharishi International University Business School in the fall of 2024, teaching part-time as an Assistant Professor in the Transformational Leadership and Coaching doctoral program.

LYNETTE MORRIS, Vice President, Director of Client Engagement & Strategy

Now in her 21st year with Davidoff Strategy, Lynette leads the firm’s client engagement and strategy. She consistently delivers high-quality, thoughtful, and strategic work to help clients develop smart solutions to complex challenges. Over her years at Davidoff, she has contributed to the development of the firm’s proprietary Mission-Driven methodology and has implemented this methodology to serve clients in business planning, marketing communications, event strategy and production, coaching and training, and corporate/not-for-profit business partnerships. She has led the firm’s strategic business planning and stakeholder engagement for many of its clients in the healthcare and public health sectors and beyond, including the de Beaumont Foundation, CityHealth, the Public Health Accreditation Board, the Prevention Institute, the Public Health Institute, Association of State and Territorial Health Officials, American College of Preventive Medicine, American Academy of Nurse Practitioners Certification Board, AARP Foundation, National Organization of Nurse Practitioner Faculties, the Council of Public Health Nursing Organizations, Association of Immunization Managers, American Public Health Association and Council of State and Territorial Epidemiologists.

In 2014, Lynette received a master’s degree in Transformational Leadership and Human Dynamics from the Wright Graduate University for the Realization of Human Potential to deepen her understanding of individual and organizational transformation and leadership. She previously served as adjunct faculty for the university as well as a volunteer coach for adult students learning to apply the principles of social emotional intelligence, humanistic and existential psychology, and personal responsibility to reach their potential.

Aaron Harris Keynote

Nonprofit Panel Discussion

What is Innovate?

The Innovate Conference is an annual event hosted by JMT Consulting designed specifically for nonprofit finance professionals. It offers opportunities to learn about the latest industry trends, network with peers, and gain valuable insights to enhance financial management.

Who should attend Innovate?

The conference is primarily aimed at nonprofit finance professionals, including CFOs, controllers, accountants, and financial analysts.

When and where will Innovate be held?

Innovate 2025 is on May 5-7 at the Hilton Nashville.

What is the attire for Innovate?

The suggested attire for Innovate is business casual.

Will there be opportunities for networking at Innovate?

Yes, there will be ample opportunities for networking with fellow attendees, industry experts, and JMT Consulting staff.

Will there be CPE credits available for attending Innovate?

Yes, you can earn CPE credits for select sessions.

What is the cancellation policy?

General/Client/EVP Registration: If you are unable to attend Innovate 2025 due to unforeseen circumstances, we will hold your registration fee for you to attend next year’s conference or you may transfer to another member of your team.

PowerASSIST Registration: If you are unable to attend Innovate 2025, you may transfer your registration to another member of your team at no additional cost. Please note that free registrations for PowerASSIST clients will not be rolled over to the next year. If you cancel your registration and do not transfer it to another team member, you will not be eligible for an additional free registration in 2026.

What are the hotel accommodations for the Innovate Conference?

Please book your discounted rate room here.

Disclaimer - Privacy Policy

During the process of providing services on behalf of the Innovate 2025 event, JMT Consulting may collect, store, or transmit your personal identifiable information such as: name, address, contact information, preferences, and demographic information. This information is necessary for the facilitation of Registration services for you. This information may be shared with the event planning team. More information regarding JMT Consulting’s Privacy Policy can be found at https://jmtconsulting.com/about/privacy-policy/. Should you wish to manage the information entrusted to JMT Consulting, you can do so at marketing@jmtconsulting.com. In addition, photographs and video will be taken during the meeting.

By registering for this event, the attendee hereby consents to photographing, audio recording, and/or video recording of image and voice and the release, publication, exhibition, or reproduction for use in educational and marketing materials. The attendee releases JMT Consulting from any and all liability connected with the taking, recording, digitizing, and/or publication of photographs, audio recordings, and video recordings of the attendee. The attendee also waives all rights to any claims for payment or royalties in connection with any publication of these materials. Data collected within the registration form will be used for internal and meeting planning purposes and shared with the JMT Consulting Planning Team.