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

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.

 

Private Foundation Symposium in NYC Features Jacqueline M. Tiso Presenting on “Technology and Security in the Private Foundation World”

JMT Consulting Group’s CEO Jacqueline M. Tiso will be a featured speaker at the 3^rd Annual Private Foundations Tax and Accounting Symposium hosted by O’Connor Davies Munns & Dobbins LLP on Thursday, December 9, 2010 at the Yale Club of New York City.

In addition to Tiso’s presentation on “Technology and Security in the Private Foundation World” other topics include: Compensation issues for private foundation trustees; Rebranding your mission; Streamlining your grant-making; New York Prudent Management of Institutional Funds Act (NYPMIFA) – How will it affect your private foundation; and Private Foundation tax update.

The event is designed to update private foundation trustees, executives and staff on new and developing issues in the private foundation community.  Topical issues will be discussed and analyzed by industry leaders.  Those interested in how private foundations are managing in challenging times will benefit from attending this symposium.

If you are interest in attending, click here.  Please note that seating is limited.

The event will run from 8:15 – 11:00 a.m. Thursday, December 9, 2010 at the Yale Club of New York City, Grand Ballroom, 50 Vanderbilt Avenue, between 44^th and 45^th Streets, New York, NY.