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.
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:
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.
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:
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.
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:
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.
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:
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.
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 Mastering Nonprofit Grant Management: Strategies for Success*
*This session is repeated in Track 5 – Greatest Hits
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:
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.
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:
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:
Tuesday May 6 1:40 – 2:40
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:
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.
Tuesday May 6 2:50 – 3:50
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:
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.
Tuesday May 6 4:05 – 5:05
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:
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:
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.
Wednesday May 7 9:15 – 10:15
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:
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.
Wednesday May 7 10:25 – 11:25
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:
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.
Wednesday May 7 11:35 – 12:35
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:
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:
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.
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
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:
We know that audit preparation and board reporting can feel overwhelming at times. That’s why we’ve designed this session to help you:
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.
Tuesday May 6 11:00 – 12:00
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. Presented by Buu-Linh Tran and Beth Larsen from JMT.
Tuesday May 6 1:40 – 2:40
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:
We know that change can be challenging, especially when it comes to financial reporting standards. This session will help you:
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.
Tuesday May 6 2:50 – 3:50
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. Presented by Kristen Stine and Dr. Stephanie Rose-Belcher from JMT.
Tuesday May 6 4:05 – 5:05
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.
Wednesday May 7 9:15 – 10:15
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:
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.
Wednesday May 7 10:25 – 11:25
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:
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.
Wednesday May 7 11:35 – 12:35
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 and Mike Burns, Co-Founder & CEO, StratSimple.
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
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
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:
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!
Tuesday May 6 11:00 – 12:00
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
Tuesday May 6 1:40 – 2:40
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.
Tuesday May 6 2:50 – 3:50 (Continuation of session above.)
Tuesday May 6 4:05 – 5:05
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.
Wednesday May 7 9:15 – 10:15
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.
Wednesday May 7 10:25 – 11:25
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.
Wednesday May 7 11:35 – 12:35
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 Mastering Nonprofit Grant Management: Strategies for Success
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
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