2024 Innovate Conference

Overt’s Bart Holzer was invited to JMT Consulting’s 2024 Innovate Conference as the CISO for Affinity Technology Partners. Affinity is the managed services provider (MSP) to JMT Consulting. to participate in two presentations. Bart was asked to present during two different session at the conference:

First, he served on a panel to discuss “Nonprofit Industry Trends.” The panel was hosted by Julia C. Patrick, CEO of the American Nonprofit Academy and one of the hosts of The Nonprofit Show. The full panel was comprised of:

Julia Patrick, CEO of the American Nonprofit Academy
Bart Holzer, CISO of Affinity Technology Partners
Ken Cerini, Managing Partner of Cerini & Associates
Jeff Young, Senior Vice-President of FirstBank
Jacqueline Tiso, Founder & CEO of JMT Consulting

Second, Bart presented “Guardians of Data: Finance Professionals Unveiling Data Privacy, Protection, and Security” on Thursday morning during a breakout session.

JMT Consulting is a leading provider of financial management solutions tailored specifically for nonprofit organizations. With over three decades of experience in the industry, JMT Consulting offers a comprehensive range of services designed to help nonprofits improve their financial operations and achieve long-term sustainability. The firm specializes in providing strategic consulting, cloud-based accounting software, and implementation support to ensure that organizations can manage their finances effectively and focus on their missions. JMT’s expertise lies in understanding the unique financial challenges nonprofits face and offering customized solutions to meet their needs.

One of the core offerings of JMT Consulting is its expertise in implementing and supporting best-in-class software solutions such as Sage Intacct, Vena, and other leading financial management platforms. These cloud-based systems are designed to help nonprofits streamline their accounting processes, enhance transparency, and improve decision-making. By providing scalable and intuitive financial management tools, JMT enables organizations to better manage their resources, track donor contributions, and comply with regulatory requirements, ultimately fostering more effective operations and stronger outcomes.

Beyond financial software implementation, JMT Consulting is known for its strategic advisory services, which help nonprofits develop sound financial plans and navigate complex financial landscapes. The firm works closely with nonprofit leaders to assess their organization’s current financial health and create strategies for future growth and sustainability. JMT’s commitment to building long-lasting partnerships with its clients ensures that organizations not only have the right tools but also the ongoing support needed to make informed financial decisions and drive mission-driven success.

JMT Consulting’s Innovate Conference is a premier event for nonprofit leaders and financial professionals looking to enhance their organization’s financial management and operational effectiveness. Innovate brings together experts from across the nonprofit and financial sectors to share insights, tools, and strategies that empower nonprofits to overcome challenges and thrive in a rapidly changing environment. The conference features keynote speakers, breakout sessions, and interactive workshops designed to address the unique financial and operational needs of nonprofit organizations.

A key focus of Innovate 2024 was the exploration of emerging trends in nonprofit financial management, particularly in areas such as cloud-based accounting solutions, financial planning and analysis, and compliance. Attendees had the opportunity to dive deep into topics like digital transformation, donor management, and data-driven decision-making, all geared toward improving efficiency and increasing impact. With sessions led by industry experts, including JMT’s own seasoned consultants, the conference offered both practical advice and forward-thinking perspectives to help nonprofit professionals stay ahead of the curve.

In addition to the educational components, Innovate 2024 provided a valuable networking platform where nonprofit leaders connected with peers, shared experiences, and built partnerships that extend beyond the conference. Attendees had the chance to engage directly with software providers, financial consultants, and nonprofit experts, creating opportunities for collaboration and innovation. With JMT Consulting’s long-standing commitment to supporting nonprofit success, Innovate 2024 was an essential event for organizations looking to enhance their financial strategies and drive mission-focused results.

Innovate 2024 took place from May 1 – 3, 2024, at the historic Hilton Boston Park Plaza Hotel in Boston, Massachusetts.

Physical, human, and cyber security. Cybersecurity for Nonprofits.