Practical AI Techniques for CPAs Serving Not-for-profits
Discover how AI is transforming not-for-profit accounting. This session equips CPAs with insights to streamline processes, enhance data analysis, and improve decision-making for greater impact.
Format
Webcast
Date
Sep 23, 2026
NASBA Field of Study
Accounting
Level
Intermediate
CPE Credits
2
Instructor
Ray Beste, Nate Allphin
Availability
Product Number
WC5190845
Leveraging AI for efficiency in not-for-profit accounting
Artificial intelligence (AI) is reshaping the way CPAs support not-for-profit organizations.
Successful adoption requires more than just integrating tools; it demands:
- A clear strategy
- Robust safeguards
- Practical know-how
This webcast provides a comprehensive road map for deploying AI effectively and responsibly and will clarify the difference between an AI strategy and an AI policy — critical components for responsible and effective implementation.
By the end, participants will have a clear direction and practical frameworks they can apply immediately to their own environments.
Key Topics
- How to develop an AI strategy
- How to deploy AI
- How to properly vet independent and embedded AI tools in apps
- How to implement proper techniques and safeguards
Learning Outcomes
- Differentiate between an AI strategy and AI policy.
- Distinguish key considerations for deploying AI solutions that align with business objectives and regulatory requirements.
- Use AI-driven solutions to improve efficiency in data analysis, reporting, and compliance processes.
- Apply practical safeguards and governance techniques to mitigate risks such as bias, data privacy issues, and misuse.
Who Will Benefit
Individuals with knowledge of or interest in the not-for-profit industry
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.