Presented by JMT Consulting
Featuring:
Buu-Linh Tran, CPA (SVP of Financial Solutions, JMT Consulting)
Fabiola Hernández (Financial Solutions Consultant, JMT Consulting)

A Nonprofit Finance Team at a Crossroads

In today’s fast-changing nonprofit environment, the old mantra “If it’s not broken, don’t fix it” no longer holds true. Shifting funding sources, rising demands for program transparency, and ongoing staffing challenges are forcing nonprofit finance leaders to rethink how they work—and how technology can support mission impact.

Legacy financial systems that once seemed dependable are now holding organizations back. From siloed data to manual processes and limited reporting visibility, these outdated tools can become barriers to agility, insight, and growth.

Why It’s Time to Modernize

Modern nonprofit CFOs need more than basic accounting. They need strategic visibility, automation, and tools that help them lead—not just report. That’s where cloud-based ERP solutions like Sage Intacct come in.

During this session, JMT Consulting explored:

• How legacy systems create friction in daily finance operations
• What nonprofit-focused ERP platforms offer in terms of real-time reporting, dashboards, and integration
• Why cloud-based tools with AI and automation are becoming essential for today’s finance teams

Choosing the Right ERP

The webinar emphasized how important it is to evaluate your financial system regularly—ideally every 3–5 years. Factors like scalability, audit readiness, reporting needs, and team adoption all matter. Participants also learned best practices for planning a smooth ERP transition, including data cleanup, stakeholder input, and change management.

Key Takeaways

Modern ERP systems are built to:

• Turn raw financial data into real-time dashboards for greater strategic visibility
• Automate routine tasks such as accounts payable and bank reconciliation
• Help finance teams shift from reactive reporting to proactive planning
• Simplify the close cycle and support board-level decision-making

Closing Thought

Technology isn’t just about efficiency—it’s about enabling mission delivery. For nonprofit finance leaders who are ready to modernize, solutions like Sage Intacct can unlock the visibility, scalability, and time savings needed to focus on what really matters.

Ready to evaluate your system?

JMT Consulting can help you assess your current platform, identify the gaps, and guide your team toward a solution that supports your mission.