From First Steps to Smarter Finance: Putting AI to Work (Presented by PEX)

Virtual

Nonprofit and education finance teams face constant pressure to do more with limited resources while maintaining the financial oversight their organizations depend on. AI can help, but knowing where to start and what to trust it with can be difficult.

In this session, Hannah Duke-Cohan will share a practical Crawl, Walk, Run framework for putting AI to work across finance operations. She’ll explore where teams can start today, how to build confidence and establish the right controls, and when to expand AI into more complex workflows.

Attendees will leave with a clear framework to assess where their finance team stands today and identify practical opportunities to reduce manual work, strengthen operations and create more capacity to support their mission.