Category: Meetings

Join us for an updated look at how generative AI is reshaping the work of nonprofit financial managers. In April 2024, Russell Greenwald and Ryan Knight of Insource Services delivered one of our most popular sessions on the emerging role of AI in nonprofit finance. On Thursday, January 29, Russell returns with an overview of what has changed and thoughts on what’s now possible as we decide how AI fits into our work.

This session will highlight developments in generative AI over the past two years and translate them into practical, accessible examples relevant to nonprofit finance teams—whether you’re juggling budgeting, reporting, or HR coordination. Russell will offer concrete use‑cases, risks to watch, and thoughts on how to make use of AI while preserving strong controls.

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This presentation provides nonprofit financial managers with a clear overview of charitable solicitation requirements across the U.S., with particular attention to high-risk and heavily enforced states. Participants will learn how to address common compliance challenges, navigate penalties for non-registration, and take practical steps to develop a ROI compliance strategy to stay in good standing with your fundraising activities. The session also highlights how a third-party provider like Affinity Fundraising Registration supports nonprofits by tracking deadlines, managing regulatory changes, and guiding them through each hurdle of the filing and annual renewal process so they can fundraise legally and confidently across all states.

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The non-profit sector is facing a myriad of threats from the federal government.  Those threats, in turn, are creating additional crises in the lives of nonprofits and the people they serve that raise a host of questions.  What are the biggest issues today?  And what should be done to meet the threats and help nonprofits triumph over them?

Jim Klocke, the CEO of the Massachusetts Nonprofit Network, will provide insights on those questions.  MNN is the state’s nonprofit association, with over 700 member organizations from across Massachusetts.  MNN works to strengthen nonprofits through its work in advocacy, programming, communications and services.  

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This presentation focuses on the importance of effectively communicating your nonprofit’s financial story. Participants will gain a clear understanding of what financial visualization entails—and what it doesn’t. The session also explores how to identify meaningful financial metrics for your organization and examines how to strategically invest resources to support compelling storytelling. Finally, it introduces various methods for integrating visualization into your financial reporting.

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The presenters will discuss best practices for planning, creating and monitoring your budget, including a glimpse into a sample tool to illustrate how software can elevate the process. 

Presenters:    Robyn Leet, Partner at AAFCPAs and Wendy Smith, Consulting CFO ay AAFCPAs

Presentation Materials