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.
Super Early Bird Rates Through December 31, 2024
Pre Conference Workshops
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General Full Day Pricing $1,395
Non-JMT Clients
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Client Full Day Pricing $1,195
For JMT clients without a service / support package.
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JMT EVP/PowerASSIST Full Day Client Pricing $1,095
For JMT clients enrolled in EVP or PowerASSIST plans.
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General Half Day Pricing $700
Non-JMT Clients
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Client Half Day Pricing $600
For JMT Clients without a service / support package.
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JMT EVP/PowerASSIST Client Half Day Pricing $550
For JMT clients enrolled in EVP or PowerASSIST plans.
Early Bird Rates January 1 - April 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 and Sponsor Booths Open
Tuesday May 6 – Conference Day 1
- 7:00 am – 8:00 am Breakfast – Registration Open
- 8:00 am – 9:30 am Welcome and Keynote
- 9:45 am – 12:00 noon Breakout Sessions (5 Tracks)
- 12:15 pm – 1:30 pm Lunch and Speaker
- 1:40 pm – 5:05 pm Breakout Sessions (5 Tracks)
- 5:15 pm – 6:00 pm Panel Discussion
- 6:30 pm – 9:00 pm Buffet and Cocktails + Charity Event
Wednesday May 7 – Conference Day 2
- 7:00 am – 8:00 am Breakfast
- 8:00 am – 9:00 am Keynote
- 9:15 am – 12:35 pm Breakout Sessions (5 Tracks)
- 12:45 pm – 1:45 pm Lunch
- 1:45 pm – 2:30 pm Closing Session; Raffle Prize Giveaway
*Agenda subject to change.
Pre-Con Workshops Monday May 5, 2025
Full Day
9:30 am – 4:30 pm Sage Intacct Core Overview and Common Issues
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.
9:30 am – 4:30 pm Sage Intacct Advanced Reporting and Dashboards
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.
Half Day
9:30 am – 12:30 pm MIP Core Modules Hands On Training
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.
1:30 pm – 4:30 pm Budgeting Brilliance: Sage Intacct Planning Unleashed
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.
Booking Dates
Sunday May 4 – Wednesday May 7, 2025
Location:
Hilton Nashville Downtown
121 Fourth Ave. South
Nashville, TN 37201
Sponsor Prospectus Coming Soon.
What’s it like to sponsor Innovate? See the video below!
Things to do in Nashville
Coming soon.
Our exciting speaker lineup is coming soon!
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 registration system.
Complimentary Executive Coaching Sessions
Attend Innovate and benefit from a valuable private coaching session from Davidoff Mission-Driven Strategy.
Coaching sessions help you:
- Address challenges faced in the workplace internally and externally.
- Address challenges and opportunities for higher-functioning interpersonal relationships between and among peers, supervisors, and subordinates.
- Learn ways to experience yourself as a more effective, influential, and satisfied employee in your organization.
Aaron Harris Keynote
Nonprofit Panel Discussion
Breakout Sessions: Track Detail
Tentative Track Schedule
Tuesday May 6
9:45 – 10:45 AM Grant Tracking and Billing*
10:45 – 11:00 BREAK
11:00 – 12:00 ICRW*
1:40 – 2:40 New Fixed Asset Module
2:50 – 3:50 Dynamic Allocations*
3:50 – 4:05 BREAK
4:05 – 5:05 Bank Feeds and Maximizing Banking Rules
Wednesday May 7
9:15 – 10:15 New Modules that may be of Benefit to You-Lease Accounting and Contracts
10:25 – 11:25 Revenue Recognition a Step by Step Guide
11:35 – 12:35 What’s New – A Recap of Quarterly Releases*
*This session is repeated in Track 5
Track 2 sessions coming soon.
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 What’s New in Nonprofit Accounting*
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 Government Funding
10:25 – 11:25 Fiduciary Obligations of CFOs and Finance Committees
11:35 – 12:35 Leading through Change
*This session is repeated in Track 5
Track 3 sessions coming soon.
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
Track 4 sessions coming soon.
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
Track 5 sessions coming soon.
Tuesday May 6
9:45 – 10:45 What’s New in Nonprofit Accounting
10:45 – 11:00 BREAK
11:00 – 12:00 Grant Tracking and Billing
1:40 – 2:40 Preparing for Audits and Board Reports
2:50 – 3:50 Best Strategies for Planning and Budgeting
3:50 – 4:05 BREAK
4:05 – 5:05 TBA
Wednesday May 7
9:15 – 10:15 Sage Intacct Grant Tracking and Billing
10:25 – 11:25 Sage Intacct Dynamic Allocations
11:35 – 12:35 ICRW
