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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James Simpson

317-819-0780||WWW.FTMLLC.COM

June 2020

NFP CFO and Finance Peer Group

June 18 @ 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

Indiana CPA Society, 900 E 96th Street, Suite 250
Indianapolis, IN 46240 United States
+ Google Map
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 at the INCPAS Learning Center at 900 E 96th Street, Indianapolis, IN 46240. Please arrive at least 10 minutes or so before meeting starts to allow you network and get…

Find out more »

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…

Find out more »

FA203 – MIP Fund Accounting General Ledger Transaction Entry

June 25 @ 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.

Find out more »

FA204 – MIP Fund Accounting General Ledger Activities

June 25 @ 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.

Find out more »

FA205 – MIP Fund Accounting Accounts Payable Processing

June 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 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…

Find out more »

FA207 – MIP Fund Accounting Accounts Receivable Processing

June 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 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…

Find out more »

FA215 – MIP Fund Accounting Reporting

June 26 @ 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…

Find out more »

FA216 – MIP Fund Accounting Financial Statements

June 26 @ 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…

Find out more »

Overlooked Benefits of Outsourcing Nonprofit Accounting

June 26 @ 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…

Find out more »

Why your Nonprofit should be using Nonprofit Accounting Software?

June 26 @ 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…

Find out more »

FA217 – MIP Fund Accounting Advanced Financial Statements

June 26 @ 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…

Find out more »

FA218 – MIP Fund Accounting Advanced Reporting With Drillpoint

June 26 @ 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…

Find out more »

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…

Find out more »

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.

Find out more »

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.

Find out more »

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…

Find out more »

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…

Find out more »

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…

Find out more »

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…

Find out more »

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…

Find out more »

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…

Find out more »

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…

Find out more »

FA218 – MIP Fund Accounting Advanced Reporting With Drillpoint

July 31 @ 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…

Find out more »

August 2020

NFP CFO and Finance Peer Group

August 20 @ 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

Indiana CPA Society, 900 E 96th Street, Suite 250
Indianapolis, IN 46240 United States
+ Google Map
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 at the INCPAS Learning Center at 900 E 96th Street, Indianapolis, IN 46240. Please arrive at least 10 minutes or so before meeting starts to allow you network and get…

Find out more »

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

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

Common Audit Pitfalls and Implementing the New Standards                                                                                                                                     Register 11:30 to 12:30-Common Audit Pitfalls and…

Find out more »

FA203 – MIP Fund Accounting General Ledger Transaction Entry

August 27 @ 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.

Find out more »

FA204 – MIP Fund Accounting General Ledger Activities

August 27 @ 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.

Find out more »

FA205 – MIP Fund Accounting Accounts Payable Processing

August 27 @ 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…

Find out more »

FA207 – MIP Fund Accounting Accounts Receivable Processing

August 27 @ 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…

Find out more »

FA215 – MIP Fund Accounting Reporting

August 28 @ 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…

Find out more »

FA216 – MIP Fund Accounting Financial Statements

August 28 @ 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…

Find out more »

Overlooked Benefits of Outsourcing Nonprofit Accounting

August 28 @ 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…

Find out more »

Why your Nonprofit should be using Nonprofit Accounting Software?

August 28 @ 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…

Find out more »

FA217 – MIP Fund Accounting Advanced Financial Statements

August 28 @ 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…

Find out more »

FA218 – MIP Fund Accounting Advanced Reporting With Drillpoint

August 28 @ 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…

Find out more »

September 2020

FA203 – MIP Fund Accounting General Ledger Transaction Entry

September 24 @ 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.

Find out more »

FA204 – MIP Fund Accounting General Ledger Activities

September 24 @ 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.

Find out more »

FA205 – MIP Fund Accounting Accounts Payable Processing

September 24 @ 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…

Find out more »

FA207 – MIP Fund Accounting Accounts Receivable Processing

September 24 @ 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…

Find out more »

FA215 – MIP Fund Accounting Reporting

September 25 @ 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…

Find out more »

FA216 – MIP Fund Accounting Financial Statements

September 25 @ 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…

Find out more »

Overlooked Benefits of Outsourcing Nonprofit Accounting

September 25 @ 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…

Find out more »

Why your Nonprofit should be using Nonprofit Accounting Software?

September 25 @ 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

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

Indiana CPA Society, 900 E 96th Street, Suite 250
Indianapolis, IN 46240 United States
+ Google Map
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 at the INCPAS Learning Center at 900 E 96th Street, Indianapolis, IN 46240. Please arrive at least 10 minutes or so before meeting starts to allow you network and get…

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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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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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FA215 – MIP Fund Accounting Reporting

October 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 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

October 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 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

October 30 @ 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?

October 30 @ 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…

Find out more »

FA217 – MIP Fund Accounting Advanced Financial Statements

October 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 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…

Find out more »

FA218 – MIP Fund Accounting Advanced Reporting With Drillpoint

October 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 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…

Find out more »

November 2020

FTM Nonprofit Forum – November 18, 2020 – Effective Nonprofit Financial Governance and Leadership

November 18 @ 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 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 responsibilities…

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December 2020

NFP CFO and Finance Peer Group

December 17 @ 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

Indiana CPA Society, 900 E 96th Street, Suite 250
Indianapolis, IN 46240 United States
+ Google Map
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 at the INCPAS Learning Center at 900 E 96th Street, Indianapolis, IN 46240. Please arrive at least 10 minutes or so before meeting starts to allow you network and get…

Find out more »

FTM Nonprofit Forum – December 23, 2020 – Developing Effective Dashboards and Key Performance Indicators

December 23 @ 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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