Events

At Financial Technologies & Management, we offer nonprofit training to our clients and to better educate the communities we serve. We have been helping nonprofits to save time and make sound decisions with nonprofit accounting solutions since 1999. Our nonprofit accounting solutions provide training and tools that focus on best practices, so you can lead and better serve your nonprofit. Successful nonprofits start with strong nonprofit accounting and planning. This is why at Financial Technologies & Management we offer many targeted training areas from CFO training to nonprofit accounting training. Our nonprofit training allows you to enhance your accounting skills to make sound decisions.

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December 2017

December 27, 2017

December 27, 2017 @ 11:00 am - 1:00 pm

December 27, 2017 (Wednesday) 11:30 a.m. - 1:00 p.m. EST (11:30 a.m. to 12:30 p.m.) Developing Effective Dashboards & Key Performance Indicators (12:30 p.m. to 1:00 p.m.) MIP User Group: MIP Advance & Graph Refresher   Detailed Agenda: Nonprofits are complex organizations that are built around mission and outcomes, which must be supported by the right revenue and expense models. Dashboards are one way to simply communicate and give an overview of the organization by using a graphical summary of…

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January 2018

Abila MIP Fund Accounting 1099 and W-2 Processing-FREE

January 19, 2018 @ 1:00 pm - 3:00 pm

In this course, participants will create, review, and correct IRS Forms and 1099-MISC, INT, DIV, and R. Participants will learn to produce and print the IRS forms in paper and submit electronically via Aatrix. Helpful reports and troubleshooting tips will be covered. In this course, participants will create, review, and correct IRS Forms (i.e. W-2's, and W-3's). Participants will learn to produce and print the IRS forms on paper and submit electronically via Aatrix. Participants will learn what is involved…

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FTM Nonprofit Forum for January 24, 2018 – What’s Your Nonprofit Tax IQ for Year End Tax Compliance?

January 24, 2018 @ 11:30 am - 1:00 pm

What's Your Nonprofit Tax IQ for Year End Tax Compliance? Register Today 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 maybe met by outsourcing your payroll but you need to be sure.  Review with your payroll service provider…

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Abila MIP Fund Accounting 1099 and W-2 Processing-FREE

January 26, 2018 @ 1:00 pm - 3:00 pm

In this course, participants will create, review, and correct IRS Forms and 1099-MISC, INT, DIV, and R. Participants will learn to produce and print the IRS forms in paper and submit electronically via Aatrix. Helpful reports and troubleshooting tips will be covered. In this course, participants will create, review, and correct IRS Forms (i.e. W-2’s, and W-3’s). Participants will learn to produce and print the IRS forms on paper and submit electronically via Aatrix. Participants will learn what is involved…

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February 2018

FTM Nonprofit Forum for February 28, 2018 – Benefits of Cloud Computing in the Accounting Department and Beyond:

February 28, 2018 @ 11:30 am - 1:00 pm

Nonprofit Forum Agenda for February 28, 2018 11:30 to 12:30-Financial Management Topic Benefits of Cloud Computing in the Accounting Dept. and beyond: How should you as leader evaluate your various options?   We will describe the differences between cloud and hosted solutions.  Please bring your questions so we can have a candid conversation regarding the cloud. We will cover the critical aspects of cloud or hosting options including: Anytime Anywhere so your solution is as mobile as you are Budget friendly…

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March 2018

FTM Nonprofit Forum for March 28, 2018 – Common Audit Pitfalls and Misperceptions

March 28, 2018 @ 11:30 am - 1:00 pm

Nonprofit Forum Agenda for March 28, 2018 11:30 to 12:30-Financial Management Topic Common Audit Pitfalls and Misperceptions While not required by law, one reason a nonprofit might conduct an audit is to demonstrate the organization’s commitment to financial transparency and accountability. And while a nonprofit can spend considerable resources for its annual audit, it is important that it consider the following to ensure the audit is a success. No delays: An audit needs to avoid any major delays. Minimal accrual…

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April 2018

FTM Nonprofit Forum for April 25, 2018 – Effective Grants Management and Cost Allocation

April 25, 2018 @ 11:30 am - 1:00 pm

Nonprofit Forum Agenda for April 25th 11:30 to 12:30-Financial Management Topic Effective Grants Management and Cost Allocation How should you perform your grants management and cost allocation responsibilities?   We will describe the best practices for these responsibilities.  Please bring your questions so we can have a candid and productive conversation. We will cover the critical aspects grants management and cost allocation including: General grants management requirements Governance requirements for grants administration Review Uniform Grant Guidance Internal control and financial management…

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May 2018

FTM Nonprofit Forum for May 30, 2018 – Building a Superior Budget

May 30, 2018 @ 11:30 am - 1:00 pm

Building a Superior Budget Nonprofit Forum Agenda for May 30, 2018 11:30 to 12:30-Financial Management Topic How should your evaluate your budget and planning process?  Please bring your questions so we can have  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…

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June 2018

FTM Nonprofit Forum for June 27, 2018 – Developing Effective Dashboard and Key Performance Indictors

June 27, 2018 @ 11:30 am - 1:00 pm

Developing an effective dashboard and key performance indicators Nonprofit Forum Agenda for June 27, 2018                                                                                                                                   …

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July 2018

FTM Nonprofit Forum for July 25, 2018 – Overlooked Benefits of Outsourcing Nonprofit Accounting

July 25, 2018 @ 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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Nonprofit Accounting Training to Compliance Training

Whether you are the CFO or nonprofit staff, our tools help you achieve your goals with stronger nonprofit accounting management. We not only provide nonprofit CFO training, but also offer accounting training that can benefit all nonprofit accounting staff. Staff can benefit by taking our nonprofit accounting training courses or online. At Financial Technologies & Management we also offer courses, articles, newsletters and webcasts to boost your staff’s competency in the area of nonprofit accounting and software. Our mentors are knowledgeable and qualified financial trainers that cover every aspect of nonprofit financial management.

Call Financial Technologies & Management in Indianapolis, IN, at (317) 819-0780 to learn more about our nonprofit accounting solutions. Also specializing in nonprofit accounting software, we can offer software training to help you better utilize your accounting 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 for the Nonprofit Forum, but registration is required. Our forum topics range from nonprofit accounting, MIP Fund Accounting software to fraud protection. We also offer complimentary products and services to help with nonprofit accounting solutions.

The first Nonprofit Forum and MIP User Group was held during April, 2000.  We continue to educate and give back to the communities we serve.

Contact us today and review our event and training calendar to learn more about our training opportunities.