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 2020

FA217 – MIP Fund Accounting Advanced Financial Statements

September 25 @ 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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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

$250.00

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…

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FTM Nonprofit Forum – September 30, 2020 – Building a Superior Budget

September 30 @ 11:30 am - 1:00 pm
Free

Building a Superior Budget RegIster 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 goals and how they will be financed.…

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October 2020

NFP CFO and Finance Peer Group

October 15 @ 8:30 am - 10:00 am
|Recurring Event (See all)

An event every 2 months that begins at 8:30am on day Third of the month, repeating until December 17, 2020

IN United States
Free

 Register FTM and Indiana CPA Society will facilitate this live event which offers relevant and timely topics for NFP finance executives and staff. The Peer Group determines the topics discussed during the Peer Group Meeting so please provide your thoughts to Jim Simpson at jsimpson@ftmllc.com. The meeting will be held virtually for 2020. The event is free but registration is required. It will not be recorded so live attendance is required to obtain the handouts. The remaining 2020 topics will…

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FTM Nonprofit Forum – October 28, 2020 – Effective Grants Management and Cost Allocation

October 28 @ 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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FA203 – MIP Fund Accounting General Ledger Transaction Entry

October 29 @ 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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Nonprofit Finance Certificate-Effective Financial Management and Leadership-Day 1

October 29 @ 9:00 am - 5:00 pm
|Recurring Event (See all)

One event on September 24, 2020 at 9:00am

One event on October 29, 2020 at 9:00am

One event on November 19, 2020 at 9:00am

One event on December 16, 2020 at 9:00am

One event on January 28, 2021 at 9:00am

One event on February 25, 2021 at 9:00am

One event on March 25, 2021 at 9:00am

$495

Through a unique collaboration, this high-quality, innovative, and affordable continuing education course will help you meet your professional goals. This seminar is designed for mid-level and upper-level nonprofit leaders and those aspiring to leadership positions in all areas of the nonprofit sector. No background in financial management is required. Each day will qualify for 6 hours of continuing education or CPE credits. Financial position, robustness, and flexibility are all areas that are vitally important for effective nonprofit leadership. Leaders in…

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FA204 – MIP Fund Accounting General Ledger Activities

October 29 @ 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

October 29 @ 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

October 29 @ 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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