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20NTC Session Proposal

The Nonprofit’s Guide to Financial Dashboards


Managing finances for a nonprofit organization means getting visibility into how your organization is achieving its mission. But how can you be sure every decision maker is equipped with the right tools to gain insight on data? Everyone from managers to board members need insight into different aspects of financial data to make the right decisions. Learn why nonprofit financial managers need dashboards and how you can set up the right one for the right audience. When everyone has the right data, they get visibility into the financial health of the organization to see if you’re meeting your mission.

Learning Outcomes

  • Know how to setup the right dashboards for the right people
  • Gain visibility into the financial health of the organization
  • Recognize why you need different dashboards


Jacqueline Tiso

Founder & Chief Executive Officer

JMT Consulting

Jacqueline is a frequent speaker on financial management and Cloud (SaaS) technology and is regularly called upon for her expertise by the media and as a conference speaker. As a visionary, Jacqueline continues to think years ahead – anticipating where technology is going – and what the impact and changing needs of nonprofits will be. Several years ago, JMT migrated most of its internal systems to the Cloud, and after experiencing the benefits of these systems, Jacki has been a leading proponent of Cloud systems for non-profits ever since.

Jacqueline has over twenty-five years experience in the nonprofit sector. Prior to founding JMT Consulting Group, she was CFO and Comptroller for a number of nonprofit organizations. From her hands-on experience, she has helped organizations in assessing problems and executing a solution. She has assisted nonprofit organizations with all financial aspects of their business from accounting services and technology to high-level management and board consulting.

Through Jacqueline’s leadership, her company has received national recognition with the Technology Pacesetter award in Accounting Today, a Var 100 member, as well as being featured on the cover of Accounting Technology and featured articles.

Jolie Bou

Chief Financial Officer

Samaritan House

Jolie Bou leads the Finance/Accounting team at Samaritan House. She’s passionate about having positive synergy between finance and developments departments. Her responsibilities also include Information Technology and risk management. She has been in this role since September 2005. Prior to joining the Samaritan House team, she was the Executive Director for the Women’s Recovery Association in Burlingame and prior to that was their Director of Finance for 10 years. Jolie’s career began in accounting and her non-profit work goes back more than 35 years with experience and expertise in wide range of key areas including finance, accounting, strategy, development, human resources and capacity building. In addition, Jolie has participated in several distinct national and local organizational learning collaboratives such as the Robert Wood Johnson Foundation’s national collaborative, “Paths to Recovery”. These initiatives focused on process improvement, infrastructure capacity, outcomes, and learning from peer organizations.

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March 14, 2019


3:00pm – 4:15pm

CFRE Credits

NFR - 1.25

Collaborative Notes

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Session Evaluation

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