NYC Sage Fund Accounting Regional Training September 13 – 15

June 18, 2011

Dates have been set for the NYC Sage Fund Accounting Regional Training.  Please join us September 13 – 15 at Learning Tree International, 1 New York Plaza, 31st Floor, New York, NY 10004.

We have three days of training and offer you the flexibility of attending all or some days of training.

Day 1 Sage Fund Accounting – September 13 (9am – 5pm)

Data Entry/Accounts Payable/Accounts Receivable/ Corrections/General Ledger Reports

This course covers the basic transaction entry process using the General Ledger, Accounts Payable and Accounts receivable modules.  Participant will learn the best method for entering data, discover how to use recurring entries, memorized transactions, reversing entries, and lastly learn how to make corrections using the original entry method.  Additionally, we will cover the setup and use of transaction and General Ledger Reports to verify data and analyze monthly details.

Day 2 Sage Fund Accounting:  September 14 (9am-5pm)

Budgets/MIP Administration & Code Maintenance/Payroll

Join us as we discuss accounting maintenance, administrative checks and security review.  Let us show you how to do budget entry and budget worksheets in the Sage MIP Fund Accounting system.  Also, we will have a dedicated session on payroll processing for MIP Payroll users and issuing payroll reports.

Day 3 Sage Fund Accounting:  September 15 (9am-4pm)

Advanced Reporting

This is a must attend session for those currently producing reports in Sage MIP Fund Accounting and those looking to take their report knowledge to the next level.  Advanced reporting will guide you through the entire process of designing various financial statements, creating custom financial statement formats, using custom columns and also applying report groups to make reporting simpler.

Register here.

Location:  Learning Tree International – MicroTek Affiliate

1 New York Plaza, 31st Floor, (corner of Whitehall Street and Water Street), New York, NY 10004

Cost:  $550/day for individual days or $1,400 for all 3 days (includes a training computer during class, handouts, light breakfast, lunch, along with coffee, tea and soda available throughout the day).

Are you on the Extended Value Plan (EVP)?  You are eligible for a 5% discount.

Register 2 attendees for 3 days, get the third attendee at half price (a $700 savings!).

We’d love to see you – register here.

 


 


Milwaukee Nonprofit CFO’s Guide to Nonprofit Financial Systems

June 1, 2011

Traditionally, choices for financial systems involved one brand over another.  Today, the choices have multiplied exponentially:  which brand, which platform, and what would best serve your nonprofit.

Join JMT Consulting Group, an independent nonprofit consultancy, to learn about choosing the correct financial system for your organization and how to evaluate on-premise, hosted and cloud-based solutions based on the resources available to your nonprofit.

Enjoy lunch on us and network with other local nonprofit financial and executive directors.

You will learn what to zero in on when your organization is ready to change your financial system by:

  • Understanding you organization’s needs
  • Determining the ROI of any changes
  • Learning what to look for when choosing a new system
  • Discovering if your system is the cause of your inefficiencies
  • Gaining knowledge of hosting in the cloud environment
  • Defining your organization’s goals

We will be comparing and contrasting two successful financial systems designed specifically for nonprofits – Intacct andSage Fund Accounting.

Upcoming locations and dates:

  • Mason Street Grill, 425 East Mason Street, Milwaukee, WI 53202
  • June 23, 2011 (12:30 – 2:00pm)

All are welcome, but seating is limited, so please register today by contact Noelle Hasser at (888) 368-2463 or email her atnhasser@jmtconsulting.com.


JMT Consulting Group Exhibiting at AICPA Not-For-Profit Conference

June 1, 2011

With all of the choices facing nonprofit organizations when choosing fund accounting software, what is the right choice?

JMT Consulting Group will be at the AICPA Not-For-Profit Conference in Washington DC at booth #612 and we would be delighted to discuss with you the options available – on-premise, hosted, and cloud-based solutions.  After a discussion about the resources and goals of your nonprofit, we’d be happy to make a recommendation.

And, we’ll be giving away a Kindle in a drawing for all who stop by our booth #612 at the conference.

We’re Focused

We only work with Nonprofits.  We understand the nonprofit sector and its governance, which allows us to zero in on the unique challenges you face and collaborate to bring you the best solutions supported by a professional team dedicated exclusively to nonprofits.

We’re Independent

A diversity of publishers and variety of solutions are represented in our portfolio.  We’re committed to finding you the perfect solution to address both today’s and tomorrow’s challenges.

We’re Innovative

Our Team (their collective knowledge, expertise, and enthusiasm) is the primary asset at JMT Consulting. Every day we come to work looking for ways to better serve nonprofits, to make you more effective and proficient so you can focus on your mission and constituents.

We’re Proven

We have the knowledge and depth that comes with 20 years of experience working with Nonprofits.  We have the bandwidth to respond promptly and confidently in helping you because our team has grown over the years.  We have the trust of hundreds of nonprofits who have turned to us as their advisor on an initial project and been so pleased with the results have remained engaged with us for an ongoing partnership.  We strive to offer the care, expertise and innovation that attract customers for life; we are grateful and honored to have gained their trust.

And we hope to see you at the AICPA Not-For-Profit Conference.


CFO’s Guide to Nonprofit Financial Systems Coming to 2 Locations in Chicagoland

May 31, 2011

Traditionally, choices for financial systems involved one brand over another.  Today, the choices have multiplied exponentially:  which brand, which platform, and what would best serve your nonprofit.

Join JMT Consulting Group, an independent nonprofit consultancy, to learn about choosing the correct financial system for your organization and how to evaluate on-premise, hosted and cloud-based solutions based on the resources available to your nonprofit.

Enjoy lunch on us and network with other local nonprofit financial and executive directors.

You will learn what to zero in on when your organization is ready to change your financial system by:

  • Understanding you organization’s needs
  • Determining the ROI of any changes
  • Learning what to look for when choosing a new system
  • Discovering if your system is the cause of your inefficiencies
  • Gaining knowledge of hosting in the cloud environment
  • Defining your organization’s goals

We will be comparing and contrasting two successful financial systems designed specifically for nonprofits – Intacct and Sage Fund Accounting.

Upcoming locations and dates:

  • Phil Stefani’s, 437 N Rush Street, Chicago, IL 60611
  • June 21, 2011 (12:30 – 2:00 pm)

 

  • The Capital Grille, 5340 North River Road, Rosemont, IL 60018
  • June 22, 2011 (12:30 – 2:00 pm)

All are welcome, but seating is limited, so please register today by contact Noelle Hasser at (888) 368-2463 or email her at nhasser@jmtconsulting.com.

 


JMT Regional Training for Sage MIP Fund Accounting Coming to Orlando August 16-18!

May 29, 2011

We’re holding a three day Sage MIP Fund Accounting training class in magical Orlando August 16-18, 2011.  (Register here)

If you’d like to increase your proficiency on Sage MIP Fund Accounting or have a new member of the team who never received training and is struggling or you’d just like a refresher course – join us in San Diego!

Day 1 Sage MIP Fund Accounting:  August 16 (9am-5pm)

Data Entry/Accounts Payable/Accounts Receivable/ Corrections/General Ledger Reports

This course covers the basic transaction entry process using the General Ledger, Accounts Payable and Accounts receivable modules.  Participant will learn the best method for entering data, discover how to use recurring entries, memorized transactions, reversing entries, and lastly learn how to make corrections using the original entry method.  Additionally, we will cover the setup and use of transaction and General Ledger Reports to verify data and analyze monthly details.

Day 2 Sage MIP Fund Accounting:  August 17 (9am-5pm)

Budgets/MIP Administration & Code Maintenance/Payroll

Join us as we discuss accounting maintenance, administrative checks and security review.  Let us show you how to do budget entry and budget worksheets in the Sage MIP Fund Accounting system.  Also, we will have a dedicated session on payroll processing for MIP Payroll users and issuing payroll reports.

Day 3 Sage MIP Fund Accounting:  August 18 (9am-4pm)

Advanced Reporting

This is a must attend session for those currently producing reports in Sage MIP Fund Accounting and those looking to take their report knowledge to the next level.  Advanced reporting will guide you through the entire process of designing various financial statements, creating custom financial statement formats, using custom columns and also applying report groups to make reporting simpler.

Register here.

Location:  MicroTek Orlando

2145 Metrocenter Boulevard, Suite 150, Orlando, Florida, 32835.

Cost:  $450/day for individual days or $1,200 for all 3 days (includes a training computer during class, handouts, light breakfast, lunch, along with coffee, tea and soda available throughout the day).

Are you on the Extended Value Plan (EVP)?  You are eligible for a 5% discount.

Register 2 attendees for 3 days, get the third attendee at half price (a $600 savings!).

We’d love to see you – register here.


Sage Fund Accounting User Group Meeting July 26 in St. Louis

May 29, 2011

Are you using Sage Fund Accounting in your nonprofit organization?  If so, we cordially invite you to join us and other St. Louis area nonprofits Tuesday, July 26 from 9:00 – 11:00. JMT Consulting Group will be leading the User Group Meeting which will be held at the Hilton at the Ballpark.

We’d love to see you, so please mark your calendar and join us and other nonprofits for a morning of learning, sharing ideas and tips that will help you better serve your organization.  These informal meetings provide the opportunity for you to meet other nonprofits who are using Sage Fund Accounting in the area and to share ideas about nonprofit practice and product functionality.

We promote an open forum, so be sure to bring your questions and your best practices to share.

St. Louis User Group Meeting:

When: Tuesday, July 26, 2011

Time: 9:00 – 11:00

Location:  Hilton at the Ballpark

One South Broadway, St. Louis, MO 63102

To Register click here.   Or call us at 888-368-2463.

We hope to see you on the 26th!


Start Spreading the News – New York Sage Fund Accounting User Group Meeting July 22

May 29, 2011

Are you using Sage Fund Accounting in your nonprofit organization?  If so, we cordially invite you to join us and other NYC area nonprofits Friday, July 22 from 9:00 – 11:00. JMT Consulting Group will be leading the User Group Meeting which will be held at the Support Center for Nonprofit Management.

We’d love to see you, so please mark your calendar and join us and other nonprofits for a morning of learning, sharing ideas and tips that will help you better serve your organization.  These informal meetings provide the opportunity for you to meet other nonprofits who are using Sage Fund Accounting in the area and to share ideas about nonprofit practice and product functionality.

We promote an open forum, so be sure to bring your questions and your best practices to share.

New York City User Group Meeting:

When: Friday, July 22, 2011

Time: 9:00 – 11:00

Location:  Support Center for Nonprofit Management

305 Seventh Avenue, 11th Floor, New York, NY 10001

To Register click here.   Or call us at 888-368-2463.

We hope to see you on the 22nd!