Financial Management Training Events

At Financial Technologies & Management, we offer nonprofit financial management training to our clients and to better educate the communities we serve. Since 1999, we have helped nonprofits save time and make sound decisions with nonprofit accounting solutions. Our solutions provide financial management training that focuses on best practices so you can lead and better serve your organization. Successful nonprofits start with strong accounting and planning. That is why we offer training in many targeted areas, from CFO to nonprofit accounting. Our nonprofit financial management training allows you to enhance your accounting skills to make smart decisions.

Effective Nonprofit Accounting Solutions

Whether you are the CFO or staff, our tools help you achieve your goals with strong nonprofit financial management training. We provide all levels of training to assist your accounting staff. Each staff member can benefit from taking our nonprofit financial management training courses. We also offer blog articles,  video and document  resources, and  online events to help boost your staff’s competency in the area of nonprofit accounting systems. Our experts are knowledgeable and qualified financial management trainers that cover every aspect of nonprofit financial management.

Contact us to learn more about our nonprofit accounting solutions. We also offer training in addition to providing software.

MIP Fund Accounting User Group Meetings

Financial Technologies & Management’s Jim Simpson will be hosting monthly Nonprofit Forums and MIP Fund Accounting user group meetings. All nonprofits are welcome to join our free monthly nonprofit forum. There is no charge to attend, but registration is required. Our forum topics include all areas of essential financial management training.

The first Nonprofit Forum and MIP User Group were held during April 2000. We continue to educate and give back to the communities we serve.

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FA207 – MIP Fund Accounting Accounts Receivable Processing

May 28 @ 3:00 pm - 5:00 pm

|Recurring Event (See all)

An event every month that begins at 3:00pm on day Last of the month, repeating until October 29, 2020


Course Level: Basic
Prerequisite: General Ledger Transaction Entry
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class

Attend this class to learn processing skills that improve accuracy and save valuable time throughout the accounts receivable cycle. Learn how to create customers, enter invoices and credit memos, and process cash receipts and prepayments.

This course focuses on daily processing tasks in the Accounts Receivable Reporting module. For additional training, and to learn more about creating invoices and personalizing customer statements, attend the “FA208 MIP Fund Accounting Accounts Receivable Advanced Topics” course.

By the end of the session, you will be able to:
Set up default customer discount and prepayment information
Create a customer
Rename or merge customers
Enter accounts receivable invoices and apply credit memos and receipts
Enter and apply prepayments
Discuss options for correcting errors
Review customer balances and transaction history
Evaluate accounts receivable balances using aging, summary, and detailed reports


May 28
3:00 pm - 5:00 pm
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James Simpson