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 Management Reporting
10:45 – 11:00 BREAK
11:00 – 12:00 Fixed Assets*
1:40 – 2:40 Bank Feeds and Maximizing Bank Rules
2:50 – 3:50 Importing for Sage Intacct
3:50 – 4:05 BREAK
4:05 – 5:05 Dynamic Allocations*
Wednesday May 7
9:15 – 10:15 Revenue Recognition Process
10:25 – 11:25 What’s New – A Recap of Quarterly Releases*
11:35 – 12:35 Grants Tracking and Billing*
*This session is repeated in Track 5 – Greatest Hits
Management Reporting – 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 Assets – 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.
Importing for 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.
Dynamic Allocations – 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.
Revenue Recognition Process – 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.
What’s New – 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.
Grants Tracking and Billing – 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 Preparing for Audits and Board Reports*
10:45 – 11:00 BREAK
11:00 – 12:00 Best Strategies for Planning and Budgeting*
1:40 – 2:40 Maneuvering New Accounting Reporting Requirements for Nonprofits*
2:50 – 3:50 Staff Hiring, Retention, and Development
3:50 – 4:05 BREAK
4:05 – 5:05 Innovative Problem-Solving and Sustainable-Growth Mindset
Wednesday May 7
9:15 – 10:15 State of Nonprofit Sector and Funding
10:25 – 11:25 Fiduciary Obligations of CFOs and Finance Committees
11:35 – 12:35 Strategic Planning for Nonprofits
*This session is repeated in Track 5 – Greatest Hits
Preparing for Audits and Board Reports –
Best Strategies for Planning and Budgeting –
Maneuvering New Accounting Reporting Requirements for Nonprofits –
Staff Hiring, Retention, and Development –
Innovative Problem-Solving and Sustainable-Growth Mindset –
State of Nonprofit Sector and Funding –
Fiduciary Obligations of CFOs and Finance Committees –
Strategic Planning for Nonprofits –
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 Converting to MIP Cloud 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 Personalizing User Experience in MIP
Wednesday May 7
9:15 – 10:15 Converting to MIP Cloud Customer Panel
10:25 – 11:25 MIP Data Import/Export
11:35 – 12:35 MIP Budgets
*This session is repeated in Track 5 – Greatest Hits
Tuesday May 6
9:45 – 10:45 What’s New – A Recap of Quarterly Releases
10:45 – 11:00 BREAK
11:00 – 12:00 Dynamic Allocations
1:40 – 2:40 What’s New – A Recap of Quarterly Releases
2:50 – 3:50 Preparing for Audits and Board Reports
3:50 – 4:05 BREAK
4:05 – 5:05 Grants Tracking and Billing
Wednesday May 7
9:15 – 10:15 Fixed Assets
10:25 – 11:25 Best Strategies for Planning and Budgeting
11:35 – 12:35 Maneuvering New Accounting Reporting Requirements for Nonprofits
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