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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September 2019

FTM Nonprofit Forum for September 25, 2019 – Overlooked Benefits of Outsourcing Nonprofit Accounting

September 25, 2019 @ 11:30 am - 1:00 pm
Free

Overlooked Benefits of Outsourcing Nonprofit Accounting                                                                                                              Register Here Has your organization ever looked at outsourcing all or a portion of its accounting?  If not, it is…

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November 2019

FTM Nonprofit Forum for November 27, 2019 – Essential Nonprofit Financial Governance

November 27, 2019 @ 11:30 am - 1:00 pm
Free

Are financial governance duties clearly understood and performed by the board, finance committee, and executive committee(s)?   Register Here This webinar will help Executive Directors, Finance Directors, and your board members to define, document, and execute crucial responsibilities.  Avoid complacency and confusion by clearly defining and communicating expectations.  Savvy nonprofit leaders know that a dynamic board can be the difference between good and great performance. How would you answer the following questions: What are the typical financial responsibilities and misunderstandings of…

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December 2019

FTM Nonprofit Forum for December 18, 2019 – Developing Effective Dashboard and Key Performance Indicators

December 18, 2019 @ 11:30 am - 1:00 pm
Free

Developing an effective dashboard and key performance indicators Nonprofit Forum Agenda for December 18, 2019                                                                                                                                Register Here 11:30…

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January 2020

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
Free

What's Your Nonprofit Tax IQ for Year End Tax Compliance? Register 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…

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February 2020

FTM Nonprofit Forum – February 26, 2020 – Common Audit Pitfalls and Implementing the New Standards

February 26 @ 11:30 am - 1:00 pm
Free

Common Audit Pitfalls and Implementing the New Standards                                                                                                                                     Register Nonprofit Forum Agenda for February 26,…

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March 2020

FTM Nonprofit Forum on March 25, 2020 – Building a Superior Budget

March 25 @ 11:30 am - 1:00 pm
Free

Building a Superior Budget Register Nonprofit Forum Agenda for March 25, 2020 11:30 to 12:30-Building a Superior Budget How should you evaluate your budget and planning process?  Please bring your questions so we can have a candid conversation regarding budgeting. We will cover the critical aspects of budgeting including: A strong budget is an essential element for any nonprofit organization to achieve financial leadership. Superior budgets, though, have written plans about the core activities to include strategic, organizational, and program…

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April 2020

FTM Nonprofit Forum on April 29, 2020 – Effective Grants Management and Cost Allocation

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

Nonprofit Forum Agenda                                                                                                                                             Register 11:30 to 12:30-Effective Grants Management and Cost…

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May 2020

FTM Nonprofit Forum on May 27, 2020 – Essential Nonprofit Financial Governance and Leadership

May 27 @ 11:30 am - 1:00 pm
Free

   Register Are financial governance duties clearly understood and performed by the board, finance committee, and executive committee(s)? This webinar will help Nonprofit Leaders, Executive Directors, Finance Directors, Finance Staff, and your board members to define, document, and execute crucial responsibilities.  Avoid complacency and confusion by clearly defining and communicating expectations.  Savvy nonprofit leaders know that a dynamic board can be the difference between good and great performance. How would you answer the following questions: What are the typical financial…

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June 2020

FTM Nonprofit Forum – June 24, 2020 – Developing Effective Dashboards and Key Performance Indicators

June 24 @ 11:30 am - 1:00 pm
Free

Developing an effective dashboard and key performance indicators Nonprofit Forum Agenda                                                                                                                              Register 11:30 to 12:30-Developing an Effective Dashboard…

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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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