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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FTM Nonprofit Forum for January 21st – What’s your Nonprofit Tax IQ for Year End Tax Compliance

January 21 @ 11:30 am - 1:00 pm


What’s Your Nonprofit Tax IQ for Year End Tax Compliance?


The Nonprofit Forum will focus on year-end tax compliance and how you can prepare amidst constantly changing deadlines.

Just because you are a nonprofit doesn’t mean you don’t have tax compliance issues.   Actually, the IRS and the state government have similar requirements for nonprofit employees as for-profit employees.  These requirements may be met by outsourcing your payroll but you need to be sure.  Review with your payroll service provider and verify that everything is occurring properly.

The devil is in the deadlines

It is important that you know the current tax deadlines as they are constantly changing.  Also, you may need to upgrade your accounting software so it has the latest tax forms and tax tables.

In this presentation we will review the various tax deadlines for:

  • Vendors
  • Employees
  • Donors
  • and, of course, the Internal Revenue Service

Click here to Register

Does your organization have knowledge about required tax forms like Form 990, W-2, W-4, 1099, W-9, Unemployment, 941’s, Affordable Care Act, and other tax forms? We will review the various tax forms so you can understand how to complete them and which ones to use.

This webinar will help Executive Directors, Finance Directors and staff, Treasurers and board members to get a better handle on how to complete year-end tax compliance.

Immediately following the presentation on year end tax compliance, we will host a discussion on year end tax compliance.   This session is free but registration is required


January 21
11:30 am - 1:00 pm
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James Simpson