From the category archives:

Fund Accounting

Selecting a fund accounting system for your nonprofit organization is one of the most important decisions that you’ll make.  So why not take advantage of an opportunity to compare and contrast some of the top selling solutions?

JMT Consulting provide this opportunity at the local Lunch & Learns we host throughout the country for nonprofit executives who want to learn more about the fund accounting solutions available today and take a closer look at cloud computing as one of the options.

When searching out options, it’s easy to get information on a single solution – what’s more difficult is to compare and contrast the solutions in a meaningful way.  We offer that chance at the Lunch & Learn.

We’ve scheduled an event for:

Brooklyn, NY
Date: November 17, 2011
Time: 12:30pm-2:00pm
Location: The Pearl Room
8203 3rd Avenue
Brooklyn, NY 11209

Join JMT Consulting for a free gourmet lunch and a discussion about the typical accounting dilemmas facing nonprofits.  We’ll compare and contrast two leading financial accounting solutions, Intacct and Sage (MIP) Fund Accounting that can make your organization more effective.  You’ll also have a unique opportunity to network with other local nonprofit financial and executive directors.

Over lunch, we will discuss ways you can:

  • Translate organizational goals into system requirements
  • Discover potential inefficiencies in your current system
  • Identify features that could save you time and resources
  • Evaluate the benefits of cloud-based systems
  • Determine the ROI of different system options

With over 2,000 nonprofit clients, JMT Consulting Group is the leading technology partner for nonprofit organizations in the United States. We combine cutting edge software with customized services, and a range of training opportunities to address the unique requirements of nonprofits.

Registration:  To register, please click here.

Join JMT Consulting for a free gourmet lunch and a discussion about the typical accounting dilemmas facing nonprofits.  We’ll compare and contrast two leading financial accounting solutions, Intacct and Sage (MIP) Fund Accounting that can make your organization more effective.  You’ll also have a unique opportunity to network with other local nonprofit financial and executive directors.

Over lunch, we will discuss ways you can:

  • Translate organizational goals into system requirements
  • Discover potential inefficiencies in your current system
  • Identify features that could save you time and resources
  • Evaluate the benefits of cloud-based systems
  • Determine the ROI of different system options

Selecting a fund accounting system for your nonprofit organization is one of the most important decisions that you’ll make.  So why not take advantage of an opportunity to compare and contrast some of the top selling solutions?

JMT Consulting provide this opportunity at the local Lunch & Learns we host throughout the country for nonprofit executives who want to learn more about the fund accounting solutions available today and take a closer look at cloud computing as one of the options.

We’ve scheduled an event for Nashville on November 16, 2011:

Nashville, TN
Date: November 16, 2011
Time: 12:30pm-2:00pm
Location: Chappy’s
1721 Church Street
Nashville, TN 37203

When searching out options, it’s easy to get information on a single solution – what’s more difficult is to compare and contrast the solutions in a meaningful way.  We offer that chance at the Lunch & Learn.

With over 2,000 nonprofit clients, JMT Consulting Group is the leading technology partner for nonprofit organizations in the United States. We combine cutting edge software with customized services, and a range of training opportunities to address the unique requirements of nonprofits.

Registration:  To register for the Nashville Lunch & Learns, please click here.

Selecting a fund accounting system for your nonprofit organization is one of the most important decisions that you’ll make.  So why not take advantage of an opportunity to compare and contrast some of the top selling solutions?

JMT Consulting provide this opportunity at the local Lunch & Learns we host throughout the country for nonprofit executives who want to learn more about the fund accounting solutions available today and take a closer look at cloud computing as one of the options.

When searching out options, it’s easy to get information on a single solution – what’s more difficult is to compare and contrast the solutions in a meaningful way.  We offer that chance at the Lunch & Learn.

We’ve scheduled an event for Houston on November 15, 2011:

Houston, TX

Date:  November 15, 2011

Time: 12:30-2:00pm

Location:  III Forks

1201 San Jacinto Street

Houston, TX 77002

Join JMT Consulting for a free gourmet lunch and a discussion about the typical accounting dilemmas facing nonprofits.  We’ll compare and contrast two leading financial accounting solutions, Intacct and Sage (MIP) Fund Accounting that can make your organization more effective.  You’ll also have a unique opportunity to network with other local nonprofit financial and executive directors.

Over lunch, we will discuss ways you can:

  • Translate organizational goals into system requirements
  • Discover potential inefficiencies in your current system
  • Identify features that could save you time and resources
  • Evaluate the benefits of cloud-based systems
  • Determine the ROI of different system options

With over 2,000 nonprofit clients, JMT Consulting Group is the leading technology partner for nonprofit organizations in the United States. We combine cutting edge software with customized services, and a range of training opportunities to address the unique requirements of nonprofits.

Registration:  To register for the Lunch & Learns, please click here.

If your organization relies heavily on grant funding, you need an automated system that addresses every stage of the grant life cycle, from application to final reporting.  Using spreadsheets is frustrating, time-consuming, and prone to data entry errors or incomplete reports.

Here are 11 reasons we think you’d love Sage Grant Management:

  1. It has built in success measures and Key Performance Indicators (KPIs)
  2. There are intelligence dashboards that provide instant visibility into performance for any program or grant
  3. It has easy to use reporting tools with grant-specific reports for success measures, performance, and budgets
  4. You can streamline project management and encourage greater collaboration
  5. You’ll enjoy organization-wide document sharing, including document tracking and version control
  6. Advanced budgeting capabilities are available to you, including multiple budget templates, line-item budgeting, and pro-forma budgeting for grant application
  7. Workflow management to improve productivity and efficiency across the organization
  8. Access to contact and communication management to build donor relationships
  9. Ability to track grant applications, including data tracking and reminders to help you manage your entire grant pipeline
  10. Internal controls to ensure the highest levels of accountability and security
  11. Seamless integration with Sage Fund Accounting providing up to the minute program and grant balance tracking, indicators, and financial oversight

By effectively managing the grant pipeline, Sage Grant Management can help ensure your organization applies for enough grants to fund its mission and to provide a stable cash flow.  It also enables executives to review organizational performance at-a-glance and make informed decisions about programs, grants, and future plans.

Have additional questions?  Want to get started using this powerful application immediately?  Give us a call we’re happy to help – 1-888-368-2463.

If you use Sage MIP Fund Accounting and you’re in the Boston area, mark your calendar and join us November 15 from 9:00 – 11:00 for a User Group Meeting.

Learn how the Advanced Financial Reporting Capabilities of Sage Fund Accounting can help you:

  • Master the tools within MIP to build reports and learn how to communicate effectively
  • Use the budget module to track the evolution of your budget and forecast future performance
  • Use formatting and report groups to summarize or aggregate data to meet the unique requirements of internal and external audiences

User Group Meeting Details

  • Boston User Group Meeting
  • Tuesday, November 15, 2011
  • 9:00 – 11:00 am
  • Location:  Year Up, 133 Federal Street, 11th Floor, Boston, MA 02110

Register here.

These informal meetings provide the opportunity for each software user to meet other software users in their area, and to share ideas about nonprofit practice and product functionality.

We promote an open forum – so bring your questions and share with others in an informal setting.

 

 

 

Nonprofit executives are cordially invited to our November 1, 2011 Lunch & Learn A CFO’s Guide to Evaluating Nonprofit Financial Systems.

It’s one thing to gather information, but to have an opportunity to see how solutions compare and contrast is usually very helpful in determining what options would be most beneficial for your organization.

Date: November 1, 2011

Time: 12:30 – 2:00pm

Location:  The Heartland Brewery, 127 W 43rd St., New York, NY 10036

Join JMT Consulting for a free gourmet lunch and a discussion about the typical accounting dilemmas facing nonprofits.  We’ll compare and contrast two leading financial accounting solutions, Intacct and Sage (MIP) Fund Accounting that can make your organization more effective.  You’ll also have a unique opportunity to network with other local nonprofit financial and executive directors.

Over lunch, we will discuss way you can:

  • Translate organization goals into system requirements
  • Discover potential inefficiencies in your current system
  • Identify features that could save you time and resources
  • Evaluate the benefits of cloud-based systems
  • Determine the ROI of different system options

With over 2,000 nonprofit clients, JMT Consulting Group is the leading technology partner for nonprofit organizations in the United States.  We combine cutting edge software with customized services, and a range of training opportunities to address the unique requirements of nonprofits.

We’d love to have join us, click here to RSVP.

We’re hosting INNOVATE in Las Vegas with the same high-quality learning session but also the first ever opportunity to enjoy Las Vegas in the evening.

We look forward to seeing you there – we have a group of repeat attendees who year in and year out tell us that they always come away with valuable fund accounting tips, processes and ideas for getting the most out of Sage Fund Accounting.

Whether you are new to Sage MIP Fund Accounting or have been using it for years – there is something for everyone at INNOVATE.  Let us know if you are a first time attendee to INNOVATE and we’d be happy to make suggestions on how to ensure you get the most from your conference experience.

Once you’ve registered, BE SURE to set up your one-on-one training timeslot with one of the JMT consultants.  INNOVATE veteran attendees will tell you that this is a great opportunity to untangle any nagging problems that you may have with workflow or reporting – anything to do with your software – but you have to schedule the appointment.

INNOVATE Las Vegas sessions include:  What’s new in MIP, Cost Allocations, Web-based expense management with RestEasy, Maximizing funding with Sage Grant Management, and more.

Get a comprehensive session schedule, registration, and hotel information here.

We look forward to seeing you in Las Vegas!

Would there be a better way to spend the lunch hour on September 20 than enjoying a wonderful meal at The Capital Grille with other nonprofit executives while learning the latest on financial systems and the various technology platforms that you could put to use for your nonprofit?

We hope you will join us to learn about choosing the correct financial system for your organization.

  • Date:  Tuesday, September 20, 2011
  • Time:  12:30 – 2:00pm
  • Location: The Capital Grille, 2000 Route 38, Cherry Hill, NJ
  • Cost:  Free – but you must register.  To register, please contact us at 1-888-368-2463 or email us at info@jmtconsulting.com.

Enjoy a gourmet lunch on us and network with other local nonprofit financial and executive directors.

You will learn what to identify when your organization is ready to change your financial system by:

  • Understanding your organization’s need
  • Determining the ROI of any changes
  • Learning what to look for when choosing a new system
  • Discovering if your system is the cause of your inefficiencies
  • Gaining knowledge of hosting in the cloud environment
  • Defining your organization’s goals

We will be comparing and contrasting two successful financial systems widely used by nonprofits – Intacct and Sage Fund Accounting.

To register, please contact us at 1-888-368-2463 or email us at info@jmtconsulting.com.

 

 

We will be hosting a Lunch & Learn in Chicago for local nonprofit financial and executive directors at The Capital Grille on Tuesday September 20, 2011.

We will be comparing and contrasting Intacct and Sage Fund Accounting, two successful financial systems widely used by nonprofits, that encompass cloud-based and on-premise platforms.

The presentation will help you learn what to identify in your selection process when your organization is ready to change financial systems:

  • Understanding your organization’s needs
  • Determining the Return on Investment (ROI) of any changes
  • Learning what to look for in a new system
  • Discovering if your system is the cause of your inefficiencies
  • Gaining knowledge of hosting in the cloud environment
  • Defining your organization’s goals

Date: Tuesday, September 20, 2011

Time: 12:30 – 2:00pm

Location:  The Capital Grille, 633 North St. Clair Street, Chicago, IL 60611

Registration is required – please contact us at 888-368-2463 or email us at info@jmtconsulting.com.

We hope you will join us and other local nonprofit executives for learning, enjoying a gourmet lunch, and networking.

JMT Consulting Group Named to Intacct 2011 President’s Club

On Wednesday, August 17, Intacct announced that six Business Partners had been named to Intacct 2011 President’s Club and we are delighted to report that JMT Consulting Group was one of the six firms chosen. We are committed to providing nonprofit organizations with the right solution and the right technology at the right time.  Having [...]

Intacct Named One of CRN’s “25 Cloud Vendors You Need to Know”

At JMT Consulting Group we are very excited about Intacct and we offer its nonprofit solution that allows organizations to take advantage of the many benefits of cloud computing. Recently, Intacct was named one of the 25 Cloud Vendors You Need to Know by CRN.  This list is a who’s who of cloud computing and [...]

Discounts for INNOVATE 2011 Part of JMT EVP Gold Plan

There are many benefits that come with subscribing to JMT’s Gold Extended Value Plan (EVP) including unlimited online training for everyone in your organization, Annual Systems Review, Anytime Software and Services Discount, to name just a few.  But with INNOVATE coming up October 5-6, 2011 in Las Vegas, don’t forget that with your EVP Gold [...]

Hartford CFO Guide to Nonprofit Financial Systems

Join JMT Consulting Group, an independent nonprofit consultancy, to learn about choosing the correct financial system for your organization.  Enjoy a gourmet lunch on us and network with other local nonprofit financial and executive directors. You will learn what to identify when your organization is ready to change your fund accounting software by: Understanding your [...]

Effective Nonprofit Financial Management Using Sage Fund Accounting

If you are evaluating upgrading the fund accounting solution for your nonprofit organization, you’ll want to put Sage Fund Accounting at the top of your list.  Join us for an online webcast covering Sage Fund Accounting on August 24 and you’ll quickly see what a powerful and well-designed system it is. Sage Fund Accounting (MIP) [...]

NYC Sage Fund Accounting Regional Training September 13 – 15

Dates have been set for the NYC Sage Fund Accounting Regional Training.  Please join us September 13 – 15 at Learning Tree International, 1 New York Plaza, 31st Floor, New York, NY 10004. We have three days of training and offer you the flexibility of attending all or some days of training. Day 1 Sage [...]

JMT Consulting Group Exhibiting at AICPA Not-For-Profit Conference

With all of the choices facing nonprofit organizations when choosing fund accounting software, what is the right choice? JMT Consulting Group will be at the AICPA Not-For-Profit Conference in Washington DC at booth #612 and we would be delighted to discuss with you the options available – on-premise, hosted, and cloud-based solutions.  After a discussion [...]

CFO’s Guide to Nonprofit Financial Systems Coming to 2 Locations in Chicagoland

Traditionally, choices for financial systems involved one brand over another.  Today, the choices have multiplied exponentially:  which brand, which platform, and what would best serve your nonprofit. Join JMT Consulting Group, an independent nonprofit consultancy, to learn about choosing the correct financial system for your organization and how to evaluate on-premise, hosted and cloud-based solutions [...]

JMT Regional Training for Sage MIP Fund Accounting Coming to San Diego!

We’re holding a three day Sage MIP Fund Accounting in beautiful San Diego August 2 – 4 at the San Diego Training and Conference Center.  (Register here) If you’d like to increase your proficiency on Sage MIP Fund Accounting or have a new member of the team who never received training and is struggling or [...]

Technology Working in Favor of Nonprofits

Have you ever postponed investing in a new accounting system for your nonprofit because of the cost to buy or add new servers? Or maybe your organization doesn’t have a large (any) IT department to support replacing or upgrading to a better accounting solution and so you’ve made due with the system that you have [...]