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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July 2020

FTM Nonprofit Forum on July 29, 2020 – Best Practices for Financial Policies and Procedures

July 29 @ 11:30 am - 1:00 pm
Free

The board and finance committee's responsibility includes that financial policies and procedures exist and are followed by the organization. Management has usually delegated the responsibility to develop and maintain financial policies and procedures with little direction or guidance from the board and finance committee. The board and finance committee is usually consumed by other financial matters like budgets, audits, financial statements, and cash flow. Financial Policies and procedures help sustain and strengthen your organization by providing the following to your…

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FA203 – MIP Fund Accounting General Ledger Transaction Entry

July 30 @ 9:00 am - 11:00 am
|Recurring Event (See all)

An event every month that begins at 9:00am on day Last of the month, repeating until October 29, 2020

$250

Course Level: Basic Instructional Method: Group Internet Based Recommended CPE Credits: 2 Two-Hour Class This course covers the basic transaction entry process using the General Ledger module. Focus will be on entering normal cash receipt and cash disbursement entries, and using each auxiliary button. Participants will also learn how to change session information, access offset and distribution codes, enter beginning balances and year-end adjustments, plus create default transaction reports.

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FA204 – MIP Fund Accounting General Ledger Activities

July 30 @ 11:00 am - 1:00 pm
|Recurring Event (See all)

An event every month that begins at 11:00am on day Last of the month, repeating until October 29, 2020

$250

Course Level: Basic Prerequisites: General Ledger Transaction Entry Instructional Method: Group Internet Based Recommended CPE Credits: 2 Two-Hour Class This course covers general ledger activities using the General Ledger module. Focus will be on the online Check Writing and Receipt Writing features. Participants will learn how to void checks, copy/reverse sessions and edit system-generated checks. Also covered are the procedures for closing the fiscal year.

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FA205 – MIP Fund Accounting Accounts Payable Processing

July 30 @ 1:00 pm - 3:00 pm
|Recurring Event (See all)

An event every month that begins at 1:00pm on day Last of the month, repeating until October 29, 2020

$250.00

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 payable cycle. Learn how to create vendors, enter invoices and credit memos, process payments, and view vendor balances. This course focuses on daily processing tasks in the Accounts Payable module. For additional accounts payable training, and to learn more about distributing payments via electronic…

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FA207 – MIP Fund Accounting Accounts Receivable Processing

July 30 @ 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

$250

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…

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FA215 – MIP Fund Accounting Reporting

July 31 @ 9:00 am - 11:00 am
|Recurring Event (See all)

An event every month that begins at 9:00am on day Last of the month, repeating until October 30, 2020

$250

Course Level: Basic Prerequisites: None Instructional Method: Group Internet Based Recommended CPE Credits: 2 Two-Hour Class One of the key requirements of accounting software is the ability to retrieve and view your data the way it makes sense to you. MIP Fund Accounting provides unique and powerful reporting tools that allow you to do just that. This course provides an overview of reporting capabilities and structure. You will participate in hands-on activities that will familiarize you with using default reports…

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FA216 – MIP Fund Accounting Financial Statements

July 31 @ 11:00 am - 1:00 pm
|Recurring Event (See all)

An event every month that begins at 11:00am on day Last of the month, repeating until October 30, 2020

$250

Course Level: Intermediate Prerequisites: Reporting attendance or reporting proficiency Recommended Prerequisites: Instructional Method: Group Internet Based Recommended CPE Credits: 2 Two-Hour Class This course builds on the skills learned in Reporting while focusing on creating basic financial statements. This course will train users how to take advantage of the quick financial statements and default financial statements features. You will also learn how to create basic custom financial statements. The course will also cover custom columns, report groups, and the drill-down…

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Overlooked Benefits of Outsourcing Nonprofit Accounting

July 31 @ 11:30 am - 12:30 pm
|Recurring Event (See all)

An event every month that begins at 11:30am on day Last of the month, repeating until October 31, 2020

Free

Welcome! Please start registering by entering your name and email address. For those who can’t attend our live session, we’ll provide a recording. Register Details: - We will be using GoToWebinar. - You can join our session by using a Mac, PC or a mobile device. 11:30 to 12:30-Overlooked Benefits of Outsourcing Nonprofit Accounting Has your organization ever looked at outsourcing all or a portion of its accounting?  If not, it is because you’re not sure how the organization would…

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Why your Nonprofit should be using Nonprofit Accounting Software?

July 31 @ 1:00 pm - 2:00 pm
|Recurring Event (See all)

An event every month that begins at 1:00pm on day Last of the month, repeating until October 31, 2020

Free

Welcome! Please start registering by entering your name and email address. For those who can’t attend our live session, we’ll provide a recording. Register Details: - We will be using GoToWebinar. - You can join our session by using a Mac, PC or a mobile device. 1:00 to 2:00-Why your Nonprofit should consider using Nonprofit Accounting Software? Your organization like every other nonprofit is feeling the pressure to deliver more transparency. The demand for more timely information is coming from…

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FA217 – MIP Fund Accounting Advanced Financial Statements

July 31 @ 1:00 pm - 3:00 pm
|Recurring Event (See all)

An event every month that begins at 1:00pm on day Last of the month, repeating until October 30, 2020

$250

Course Level: Advanced Recommended Prerequisite: FA216 - MIP Fund Accounting Financial Statements Instructional Method: Group Internet Based Recommended CPE Credits: 2 Two-Hour Class Attend this class to take your financial reporting skills to the next level. This course covers the creation of complex financial statements. The use of segment substitution, report groups, segment substitution with report groups, and column subtotals will be introduced in various FAS 117 required financial statements. Creating custom charts and graphs is also discussed. By the…

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