Using AI for Nonprofit Financial Reporting to Management Boards and Funders (CPE)
Nonprofit finance professionals often need to tailor financial information for different audiences—executives, board members, program leaders, and funders—each with unique needs and levels of financial fluency. This session explores how generative AI can help streamline and personalize financial reporting for these distinct groups. Along the way, we will define relevant concepts of AI technology and consider how to apply them ethically and responsibly.
Learning Objectives:
1. Identify the distinct financial reporting needs of four key nonprofit stakeholder groups.
2. Explore real-world scenarios in which AI can support and customize reporting for each group.
3. Define key AI concepts relevant to nonprofit finance, such as machine learning, generative AI, reasoning models, and agentic AI.
4. Survey five components of “Responsible AI” that support ethical and mission-aligned use of AI technology.
