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At Financial Technologies & Management, we offer Indianapolis nonprofit financial management training and nonprofit management solutions. We have been helping nonprofits in Indianapolis save time and make sound decision with nonprofit management solutions since 1999. Our nonprofit management 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 financial management and planning. This is why at Financial Technologies & Management we offer many targeted training areas from CFO training to nonprofit accounting training. Our nonprofit financial management training allows you to enhance your financial management skills to make sound decisions.

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January 2018

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

January 24 @ 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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February 2018

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

February 28 @ 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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April 2018

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

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

Developing an effective dashboard and key performance indicators Nonprofit Forum Agenda for June 27, 2018 11:30 to 12:30-Financial Management Topic Developing an Effective Dashboard and Key Performance Indicators Do you have a dashboard and know what your key performance indicators (KPI’s) are for your organization?  Please bring your questions so we can have a candid conversation regarding dashboards and KPI’s. We will cover the critical aspects of Effective Dashboards and Key Performance Indicators including: Nonprofits are complex organizations that are…

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September 2018

FTM Nonprofit Forum for September 26, 2018 – Common Audit Pitfalls and Misperceptions

September 26 @ 11:30 am - 1:00 pm

Common Audit Pitfalls and Misperceptions Nonprofit Forum Agenda for September 26, 2018 11:30 to 12:30-Financial Management Topic Common Audit Pitfalls and Misperceptions How should your evaluate your audit process?  Please bring your questions so we can have candid conversation regarding auditing process.  We will share our expertise and candid advice to better prepare you for this important role to your organization. While not required by law, one reason a nonprofit might conduct an audit is to demonstrate the organization’s commitment…

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October 2018

FTM Nonprofit Forum for October 31, 2018 – Building a Superior Budget

October 31 @ 11:30 am - 1:00 pm

Building a Superior Budget Register Today Nonprofit Forum Agenda for October 31, 2018 11:30 to 12:30-Financial Management Topic Building a Superior Budget 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,…

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Nonprofit Accounting Training to Compliance Training

Whether you are the CFO or nonprofit director, our tools help you achieve your goals with stronger nonprofit financial management. We not only provide nonprofit CFO training, but also offer financial training that can benefit all nonprofit accounting staff. Staff can benefit by taking our nonprofit accounting training courses in Indianapolis 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 financial management. 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 financial management solutions. Also specializing in nonprofit accounting software, we can upgrade your existing software to better meet your needs.

MIP Fund Accounting User Group Meetings

Financial Technologies & Management’s Jim Simpson will be hosting monthly Indianapolis Nonprofit Financial Management Forum and MIP Fund Accounting user group meetings. All nonprofits are welcome to join our monthly nonprofit financial management forum. There is no charge for the Indianapolis Nonprofit Forum, but registration is required. Our forum topics range from nonprofit operating efficiency, MIP Fund Accounting software to fraud protection. We also offer complimentary products and services to help with nonprofit management solutions.

The first Nonprofit Financial Management Forum was held on May 25 and in addition to an update on MIP Fund Accounting, the theme was “Characteristics of Financially Healthy Nonprofits.” All attendees received a Financial Management Self-Assessment checklist and a PDF of the “12 Characteristics of Financially Healthy Nonprofits.” If you would like to receive these resources, please email jsimpson@ftmllc.com and we’ll make sure to get you copies.

Contact us today to request additional information about financial management training opportunities. We serve clients in Indianapolis, IN, and surrounding areas.