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.

Loading Events

« All Events

FA218 – MIP Fund Accounting Advanced Reporting With Drillpoint

September 25 @ 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 30, 2020


Course Level: Advanced
Prerequisite: Participants must install the MIP Fund Accounting Advanced Reporting with Drillpoint module prior to class
Recommended Prerequisite: FA216 – MIP Fund Accounting Financial Statements
Instructional Method: Group Internet Based
Recommended CPE Credits: 2
Two-Hour Class

MIP Advanced Reporting with Drillpoint provides additional reporting tools that leverage the familiar Microsoft Excel ® framework. Attend this class to learn how to create, manage, and distribute fully customized and board-friendly financial reports. This course covers creating customized complex Excel based financial reports using your MIP Fund Accounting data. The use of templates, formatting, formulas, and drill-down access will be introduced using real world financial reports.

Note: MIP Fund Accounting Advanced Reporting with Drillpoint is a separate module. To get the most from the training experience participants must install the module and be assigned Designer rights prior to class.

By the end of the session, you will be able to:
Create customized report templates
Create basic financial reports
Add formulas and calculated columns to reports
Customize report formats and apply graphics to reports
Apply drill
down functionality to reports
Distribute reports to end users


September 25
3:00 pm - 5:00 pm
Event Category:
Event Tags:


James Simpson