Open Sessions
Strategic Planning and Fiscal Sustainability for Finance Leaders (11 a.m. -11:50 a.m. CT)
• 1 CPE
• Field of Study: Business Management & Organization - non-technical
Eighty-four percent of nonprofit CFOs say their organization needs to optimize tools and systems to better serve their mission, according to the 2023 Nonprofit Research Study conducted by Pacific Consulting Group. As a finance leader, what steps can you and your team take to save time, accomplish more, and make this fiscal year the most successful to date?
One first step? Examine whether the tools your team has access to are streamlining processes around financial reporting, day-to-day accounting, and even online donations and donor management.
This session will explore ways to increase capacity, visibility, and accountability, improve management of multiple funding sources, and optimize the finance team’s workflows.
Learning objectives:
• Ways to optimize fiscal year planning and preparation
• How to gain better visibility and management of multiple multi-year funding sources
• Strategies to maintain and grow funding
• Communications between development/advancement and finance
• Tips and methods to improve overall accounting and reporting efficiency
• Communicating beyond the numbers - financial storytelling
Best Practices for Financial and Grant Reporting (12:00 - 12:50 p.m. CT)
• 1 CPE
• Field of Study: Business Management & Organization - non-technical
Reporting is a crucial way to determine financial health and communicate your organization’s mission delivery. Accurate, timely, and transparent reporting supports you in remaining compliant and demonstrating good stewardship of funds.
Do your current processes produce timely and accurate financial reporting and allow you to easily access important grant data, so you and your stakeholders are aware of the organization’s financial position?
This session will cover strategies and best practices to save time, reduce duplication of efforts, and create a substantial and sustainable financial and grant reporting framework that supports visibility and data-driven decision-making.
Learning objectives:
• Developing key reporting frameworks
• How to track and manage grants in real time
• Ways to optimize end-of-month indirect cost allocations and end-of-year reporting
• Reporting considerations for multi-year and unusual funding
Achieving More Efficient Nonprofit Accounting Operations (1:00 - 1:50 p.m. CT)
• 1 CPE
• Field of Study: Business Management & Organization - non-technical
When it comes to finance and accounting, having the right tools directly impacts the efficiency of workflows, grant administration, management of funding sources, and strategic decision-making. Many of today’s nonprofits have been able to save time and optimize spend by simplifying data entry, standardizing budget and report templates, and leveraging configurable dashboards for visibility into real-time finance metrics.
How can your nonprofit streamline accounting operations, create reports faster and more easily, increase fiscal transparency, and improve internal controls?
This session will cover ways an effective accounting solution can improve finance management in different scenarios, key features that are helpful in nonprofit accounting, and how to set your team up for long-term success.
Learning objectives:
• How to identify the right accounting technology for your organization
• How to evaluate your team’s present and future needs
• Considerations for software implementation, maintenance, support, and training
• Benefits of cloud environments, such as scalability and data recovery
• Ways to gain buy-in for new software and set your team up for success
Ask an Expert (12 p.m. - 1 p.m. CT)
Ask questions and get answers about MIP Fund Accounting and how it might help your organization.
MIP User Sessions
Strategic Planning and Fiscal Sustainability for Finance Leaders (11 a.m. -11:50 a.m. CT)
• 1 CPE
• Field of Study: Business Management & Organization - non-technical
Eighty-four percent of nonprofit CFOs say their organization needs to optimize tools and systems to better serve their mission, according to the 2023 Nonprofit Research Study conducted by Pacific Consulting Group. As a finance leader, what steps can you and your team take to save time, accomplish more, and make this fiscal year the most successful to date?
One first step? Examine whether the tools your team has access to are streamlining processes around financial reporting, day-to-day accounting, and even online donations and donor management.
This session will explore ways to increase capacity, visibility, and accountability, improve management of multiple funding sources, and optimize the finance team’s workflows.
Learning objectives:
• Ways to optimize fiscal year planning and preparation
• How to gain better visibility and management of multiple multi-year funding sources
• Strategies to maintain and grow funding
• Communications between development/advancement and finance
• Tips and methods to improve overall accounting and reporting efficiency
• Communicating beyond the numbers financial storytelling
Best Practices for Financial and Grant Reporting (12:00 - 12:50 p.m. CT)
• 1 CPE
• Field of Study: Business Management & Organization - non-technical
Reporting is a crucial way to determine financial health and communicate your organization’s mission delivery. Accurate, timely, and transparent reporting supports you in remaining compliant and demonstrating good stewardship of funds.
Do your current processes produce timely and accurate financial reporting and allow you to easily access important grant data, so you and your stakeholders are aware of the organization’s financial position?
This session will cover strategies and best practices to save time, reduce duplication of efforts, and create a substantial and sustainable financial and grant reporting framework that supports visibility and data-driven decision-making.
Learning objectives:
• Developing key reporting frameworks
• How to track and manage grants in real time
• Ways to optimize end-of-month indirect cost allocations and end-of-year reporting
• Reporting considerations for multi-year and unusual funding
Concurrent Sessions (1:00 - 150 p.m. CT)
Manage, Plan, Process: Indirect Costs, Allocations & Grants Administration (1:00 - 1:50 p.m. CT)
• 1 CPE
• Field of Study: Computer Software and Applications – Non-technical
In this session, see how MIP can help you simplify grant administration with tools for reporting, budgeting, and the management of indirect costs and allocations.
Attend this session to improve your knowledge and MIP skills in these areas:
• Grants Management: Learn to track grants as you bring them in.
o Best practices for grant administration
o Using attachments and setting account code combinations for what the grant is permitted to spend against
o Creating reports to manage upcoming deadlines and all grants at once
• Planning: Simplify how you budget and manage grant spending
o Learn about creating budgets for new grants
o Simplify tracking grant spending with dashboards
o Create alerts to warn or prevent you from going over your budgets
• Process: Explore how accounting software handles the work for you
o Automate the grant administration process and decrease the chance of errors with manual entries and calculations
o Discover how to create allocation codes to simplify grant administration
o Learn about having the system automate indirect cost calculations, while automatically creating journal entries as a result
Learning outcomes:
• Discover best practices for grant administration, including how to track multiyear grants
• Tips for budgeting for grants and managing grant spending with MIP
• How to use automation to decrease errors around manual entries and calculations
Achieving More Efficient Nonprofit Accounting Operations (1:00 - 1:50 p.m. CT)
• 1 CPE
• Field of Study: Business Management & Organization - non-technical
In this high-level session, learn how having the right tools directly impacts the efficiency of workflows, grant administration, management of funding sources, and strategic decision-making. Many of today’s nonprofits have been able to save time and optimize spend by simplifying data entry, standardizing budget and report templates, and leveraging configurable dashboards for visibility into real-time finance metrics.
How can your nonprofit streamline accounting operations, create reports faster and more easily, increase fiscal transparency, and improve internal controls?
This session will cover ways an effective accounting solution can improve finance management in different scenarios, key features that are helpful in nonprofit accounting, and how to set your team up for long-term success.
Learning objectives:
• How to identify the right accounting technology for your organization
• How to evaluate your team’s present and future needs
• Considerations for software implementation, maintenance, support, and training
• Benefits of cloud environments, such as scalability and data recovery
• Ways to gain buy-in for new software and set your team up for success
Migrating to MIP Cloud (2:00 - 2:30 p.m. CT)
Attend this 30-minute live demo to learn about the benefits you can gain from migrating your MIP Fund Accounting on-premises system to MIP Cloud:
• Easier maintenance and automatic updates
• Enhanced system security, including multi-factor authentication
• Easier attachments and faster reporting
• More automation, including automated bank reconciliation
• Continuous development of the MIP Cloud modern interface
Concurrent Sessions (2:40 - 3:10 p.m. CT)
Community Brands University Information Session (2:40 - 3:10 p.m. CT)
Join a certified MIP trainer to learn all about your options for in-depth MIP training courses from Community Brands University.
Automate Procurement with Microix (2:40 - 3:10 p.m. CT)
Join the MIP and Microix teams for an overview and live demo of some of the ways the Microix Requisitions module can help you streamline accounting data processes:
• Creating purchase orders with a paperless process
• Automatically tracking purchase orders through multiple approvals
• Using budget controls based on data in MIP's general ledger
• More easily managing employee credit card statements
Customer Account Manager Office Hours (2:40 - 3:10 p.m. CT)
Have a question about a MIP module, or user license? Want to know more about whether MIP Cloud is right for your organization? Drop in to office hours, where Customer Account Managers are ready to help you get more from your MIP Fund Accounting system. (This is the first of two sessions; drop in to either or both!)
Customer Account Manager Office Hours (3:10 - 3:40 p.m. CT)
Have a question about a MIP module, or user license? Want to know more about whether MIP Cloud is right for your organization? Drop in to office hours, where Customer Account Managers are ready to help you get more from your MIP Fund Accounting system. (This is the first of two sessions; drop in to either or both!)