The JMT Innovate Conference designed specifically for nonprofit finance professionals offers these benefits:
If you’re a nonprofit finance professional, the JMT Innovate Conference is a great opportunity to learn, connect, and grow in your field.
Non-JMT Clients
For JMT clients without a service / support package.
For JMT clients enrolled in EVP or PowerASSIST plans.
Non-JMT Clients
For JMT Clients without a service / support package.
For JMT clients enrolled in EVP or PowerASSIST plans.
*Agenda subject to change.
For beginning to intermediate level users (or those who would like a refresher course), we’ll spend the day going above and beyond what is typically covered during Sage Intacct Core Training. We’ll dive deeper into modules like General Ledger, Company, Accounts Payable, Accounts Receivable, Cash Management, and Reports. You’ll come away with tips and tricks to help you get additional value out of Sage Intacct. Presented by Adam Beyer and Megan Madden from JMT.
For more advanced users, we’ll spend the day learning how to produce powerful reports and dashboards. You’ll learn not only how to help your leadership make better, faster, and more informed decisions, but also display your data in ways to make your day-to-day operations more effective. You’ll learn how to easily display key performance indicators, graphical representations of data, as well as your financial and operational reports. You’ll leave the session armed with powerful knowledge you’ll be able to implement in your organization immediately. Presented by Taylor Bost and Dagi Stanton from JMT.
Designed specifically for nonprofit finance professionals using MIP Fund Accounting software, participants will gain a solid understanding of MIP’s core functionalities used in daily nonprofit accounting tasks. Participants will be comfortable navigating the MIP interface, performing core accounting functions, and generating financial reports. This hands-on training will equip them with the skills to manage their nonprofit’s finances efficiently within the MIP software environment.
Join our Budgeting & Planning experts on the journey of creating budgets that are designed with ease, include a wealth of knowledge, and drive the solutions that organizations are looking for in budgeting using Sage Intacct Planning. This session is beneficial for novices or well-versed finance professionals in the budgeting world.
Sunday May 4 – Wednesday May 7, 2025
Hilton Nashville Downtown 121 Fourth Ave. South Nashville, TN 37201
“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
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!
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.
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.
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.
Nashville’s iconic listening room where songwriting legends are born. Experience raw talent and intimate performances in this legendary venue.
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.
Catch a game at First Horizon Park for fun, food, and fantastic baseball action.
Our exciting speaker lineup is coming soon!
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).
Attend Innovate and benefit from a valuable private coaching session from Davidoff Mission-Driven Strategy.
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.
The conference is primarily aimed at nonprofit finance professionals, including CFOs, controllers, accountants, and financial analysts.
Innovate 2025 is on May 5-7 at the Hilton Nashville.
The suggested attire for Innovate is business casual.
Yes, there will be ample opportunities for networking with fellow attendees, industry experts, and JMT Consulting staff.
Yes, you can earn CPE credits for select sessions.
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.
Please book your discounted rate room here.
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.
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*
1:40 – 2:40 Bank Feeds and Maximizing Bank Rules
2:50 – 3:50 Maximize Your Data Imports with Sage Intacct
3:50 – 4:05 BREAK
4:05 – 5:05 Understanding Dynamic Allocations in Sage Intacct: Best Practices and Tips*
Wednesday May 7
9:15 – 10:15 Optimizing Revenue Recognition Processes with Sage Intacct
10:25 – 11:25 Stay Up-to-Date with Sage Intacct: A Recap of Quarterly Releases*
11:35 – 12:35 Understanding Grants Tracking and Billing in Sage Intacct*
*This session is repeated in Track 5 – Greatest Hits
Unlocking the Power of Sage Intacct Reporting: Advanced Techniques – In this session, you’ll learn how to leverage Sage Intacct’s reporting and dashboard functionality to optimize reporting for management and leadership. Attendees should have a basic to intermediate understanding of Sage Intacct reporting prior to joining. We’ll explore ways to create and customize reports and dashboards that deliver relevant, actionable data in real time, empowering you to make informed decisions that drive organizational success. This session is essential for anyone looking to maximize their ERP system’s reporting capabilities to support effective decision-making.
Fixed Asset Management: A Game-Changer for Nonprofits – In this session, we will explore the Fixed Assets functionality in Sage Intacct, covering both the Sage Intacct Fixed Assets (SFAM) and the Sage Intacct General Ledger (SIG) modules. This session is designed for all knowledge levels—whether you’re currently using SIG, or you don’t have either module but are considering implementation. You’ll learn the core features of each module, including the components that drive depreciation, how to create asset records (with AP integration), post depreciation, and manage construction in progress (CIP). We’ll also highlight the key differences between the modules, helping you determine which is best suited for your needs. This session is ideal for those evaluating a switch from SIG to SFAM, as well as new hires or anyone needing a refresher on asset management and depreciation processes.
Bank Feeds and Maximizing Bank Rules – In this session, you’ll learn how to connect bank and credit card accounts to Sage Intacct Cash Management to streamline your month-end reconciliation process. Before attending, you should be familiar with Sage Intacct Cash Management, Bank Reconciliation, Accounts Payable, and Accounts Receivable. We’ll cover how to set up bank feeds and maximize the use of bank rules, improving accuracy and significantly reducing the time spent on reconciliations and month-end close. By the end of the session, you’ll have the tools to simplify and speed up your financial processes.
Maximize Your Data Imports with Sage Intacct – In this session, we’ll guide you through the process of importing master records and transactional data into Sage Intacct, a key skill for streamlining data management. Attendees should have a basic understanding of Sage Intacct navigation prior to joining. You will learn how to efficiently import data, saving time and reducing the risk of manual entry errors. By the end of the session, you’ll be equipped with the knowledge to simplify data entry and improve accuracy in your financial system.
Understanding Dynamic Allocations in Sage Intacct: Best Practices and Tips – In this session, we’ll explore how Dynamic Account Allocations in Sage Intacct automatically pull source balances and distribute them across dimensions, using the “basis” calculation method. You’ll learn how to create an allocation template, allowing for recurring allocations without redoing the calculations each time. Attendees should have a foundational understanding of the difference between transaction and dynamic allocations—transaction allocations occur during entry, while dynamic allocations are generated post-entry, distributing amounts from a pool. By the end, you’ll discover various use cases and understand how dynamic allocations can save time and resources compared to manual processes.
Optimizing Revenue Recognition Processes with Sage Intacct – In this session, we will provide a high-level demonstration of the revenue recognition process in Sage Intacct. Attendees should be familiar with setting up revenue recognition within Accounts Receivable, Order Entry, or the Project Billing module. You’ll learn the basics of revenue recognition, including how to use different revenue recognition methods and navigate revenue recognition schedules. This process is crucial for deferring income and properly amortizing revenue over time as services or goods are delivered, helping ensure accurate financial reporting and compliance with accounting standards.
Stay Up-to-Date with Sage Intacct: A Recap of Quarterly Releases – In this session, we’ll explore the latest features and enhancements from the quarterly releases of Sage Intacct software updates. Attendees should have a basic understanding of Sage Intacct’s core functionality before joining. You’ll learn about new tools, improvements, and updates that can help streamline your workflows, enhance reporting capabilities, and improve overall system performance. Staying up-to-date with these releases is essential for maximizing the efficiency and effectiveness of your Sage Intacct system, ensuring you take full advantage of the latest innovations to support your organization’s needs.
Understanding Grants Tracking and Billing in Sage Intacct – In this session, we will cover how to effectively track and bill grants in Sage Intacct. No prior experience with grant tracking in Sage Intacct is required, but attendees should be familiar with basic accounting and billing processes. You will learn how to set up grants, track grant-related expenses, and manage billing and reporting requirements. This session is crucial for organizations looking to streamline grant management, improve compliance, and ensure accurate financial tracking for grant-funded projects, helping you maximize funding and maintain strong relationships with grant providers.
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*
1:40 – 2:40 Maneuvering New Accounting Reporting Requirements for Nonprofits*
2:50 – 3:50 People First: Human-Centered Strategies for Organizational Success
3:50 – 4:05 BREAK
4:05 – 5:05 Innovative Problem-Solving and Sustainable-Growth Mindset
Wednesday May 7
9:15 – 10:15 Understanding Current Trends in Nonprofit Funding
10:25 – 11:25 Fiduciary Obligations of CFOs and Finance Committees
11:35 – 12:35 Developing a Strategic Plan for Your Nonprofit
*This session is repeated in Track 5 – Greatest Hits
Streamlining Audits and Board Reports: Easing the CFO’s Burden -This session equips nonprofit CFOs with practical techniques to simplify audit preparation and enhance board reporting. Learn strategies to:
Discover how to transform these often stressful processes into opportunities for showcasing your financial stewardship and organizational impact. Leave with actionable tips to streamline your workflow and present financial information with confidence.
Building a Robust Financial Foundation: Planning & Budgeting Best Practices – Move beyond basic budgeting to create a strategic financial planning process that drives mission success. This session offers proven methodologies and practical approaches that work across any accounting system or organization size. Master essential strategies for:
Learn how to:
Perfect for: CFOs, Controllers, and finance professionals responsible for financial planning and budget management in nonprofit organizations.
This session focuses on methodology and best practices rather than specific software solutions, ensuring you can apply these strategies regardless of your current systems.
Maneuvering New Accounting Reporting Requirements for Nonprofits – Stay ahead of evolving nonprofit accounting standards in this essential session designed for financial professionals. We’ll navigate the latest reporting requirements and provide practical guidance for implementation. Key areas of focus:
Whether you’re updating your reporting processes or preparing for future changes, this session will help you confidently adapt to new standards while maintaining transparency and accuracy in your financial reporting. Perfect for: CFOs, Controllers, Finance Directors, and accounting professionals serving nonprofit organizations.
People First: Human-Centered Strategies for Organizational Success – 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:
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.
Innovative Problem-Solving and Sustainable-Growth Mindset – Transform challenges into opportunities in this dynamic session designed for forward-thinking finance leaders. Learn how to foster innovation while maintaining fiscal responsibility and mission alignment. Key takeaways:
Through real-world examples and interactive discussion, explore how to:
Perfect for: CFOs, Finance Directors, and senior financial professionals ready to drive positive change in their organizations while maintaining sustainable growth.
Understanding Current Trends in Nonprofit Funding –
Fiduciary Obligations of CFOs and Finance Committees –
Developing a Strategic Plan for Your Nonprofit –
Presentations on the Latest Innovations in Financial Software
Tuesday May 6
9:45 – 10:45 TBA
10:45 – 11:00 BREAK
11:00 – 12:00 TBA
1:40 – 2:40 TBA
2:50 – 3:50 TBA
3:50 – 4:05 BREAK
4:05 – 5:05 TBA
Wednesday May 7
9:15 – 10:15 TBA
10:25 – 11:25 TBA
11:35 – 12:35 TBA
*This session is repeated in Track 5 – Greatest Hits
Tuesday May 6
9:45 – 10:45 MIP Best Practices Panel Discussion
10:45 – 11:00 BREAK
11:00 – 12:00 Smooth Transition to MIP Cloud: A Step-by-Step Demo
1:40 – 2:40 MIP Finance & Reporting in the Cloud Part 1
2:50 – 3:50 MIP Finance & Reporting in the Cloud Part 2
3:50 – 4:05 BREAK
4:05 – 5:05 Enhancing User Experience in MIP: Tips and Tricks
Wednesday May 7
9:15 – 10:15 Converting to MIP Cloud Customer Panel – Real World Conversion Experiences
10:25 – 11:25 Effective Data Management in MIP: Import and Export Strategies
11:35 – 12:35 Maximizing the Power of MIP for Budgeting
*This session is repeated in Track 5 – Greatest Hits
MIP Best Practices Panel Discussion – 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:
Why attend:
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!
Smooth Transition to MIP Cloud: A Step-by-Step Demo – In this interactive demonstration, we’ll walk you through the process of converting from on-premises MIP to MIP Cloud. Learn what’s involved in the transition and see firsthand the differences between the two environments. We’ll explore the pros and cons of moving to the cloud, highlighting how MIP Cloud can modernize your financial operations and provide browser-based access to your finance system. This session is ideal for those familiar with MIP basics who want to understand why organizations are making the move to MIP Cloud and what changes to expect.
What you’ll learn:
Prerequisites: Basic understanding of MIP functionality
MIP Finance & Reporting in the Cloud Part 1 – This session will cover advanced MIP financial reporting capabilities in the cloud environment. Participants should have basic reporting knowledge before attending. You’ll learn how to create custom financial formats, run reports in the cloud, and understand key differences between cloud and basic 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:
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.
MIP Finance & Reporting in the Cloud Part 2 – (Continuation of session above.)
Enhancing User Experience in MIP: Tips and Tricks – 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:
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.
Converting to MIP Cloud Customer Panel – Real-World Conversion Experiences – Join us for an insightful panel discussion featuring organizations that have successfully transitioned to MIP Cloud. Our panelists will share their firsthand experiences, including their reasons for moving to the cloud, challenges they faced during the conversion process, and the benefits they’ve realized since implementation. This session provides a unique opportunity to learn from peers who have already made the journey to MIP Cloud.
What you’ll learn:
Prerequisites: Basic understanding of MIP functionality
Why attend: Whether you’re considering a move to MIP Cloud or already planning your migration, these sessions will provide valuable insights to help you make informed decisions and prepare for a successful transition. You’ll gain a clear understanding of how MIP Cloud can modernize your financial operations and improve accessibility, enabling you to leverage cloud technology for enhanced efficiency and flexibility in your organization.
Effective Data Management in MIP: Import and Export Strategies – 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.
Maximizing the Power of MIP for Budgeting – 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:
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.
Tuesday May 6
9:45 – 10:45 Maneuvering New Accounting Reporting Requirements for Nonprofits
10:45 – 11:00 BREAK
11:00 – 12:00 Understanding Grants Tracking and Billing in Sage Intacct
1:40 – 2:40 Streamlining Audits and Board Reports: Easing the CFO’s Burden
2:50 – 3:50 Building a Robust Financial Foundation: Planning & Budgeting Best Practices
3:50 – 4:05 BREAK
4:05 – 5:05 TBA
Wednesday May 7
9:15 – 10:15 Understanding Dynamic Allocations in Sage Intacct: Best Practices and Tips
10:25 – 11:25 Fixed Asset Management: A Game-Changer for Nonprofits
11:35 – 12:35 Stay Up-to-Date with Sage Intacct: A Recap of Quarterly Releases
© 2024 JMT Consulting Group, All Rights Reserved | 1982 Providence Pkwy, Suite 258, Mount Juliet, TN 37122 | (888) 368-2463