You already juggle audits, returns, and advisory asks—now add AI, anxious boards, and tight not-for-profit (NFP) budgets. In this interactive session, we’ll cut through the noise and focus on what partners can use to help their NFP clients (and your practice) thrive. Our discussion will address the following themes:

  • AI, the “actually useful” edition: How firms are using AI for draft prep, policy checks, sampling support, meeting-ready summaries, and grant/contract language reviews—plus the guardrails (privacy, controls, documentation) clients expect.
  • Board communication that lands: Turn liquidity, runway, and restriction rules into clear stories and visuals. We’ll practice quick reframes that move a board from “confused” to “aligned” and give you repeatable talk tracks for executive sessions.
  • Growth & marketing without the megaphone: Low-lift plays partners can bring to NFP clients—audience targeting, proof-point storytelling, partner ecosystems—and how those conversations naturally open doors to advisory and special projects.

Expect light demos, small-group sprints, and peer examples. We’ll keep it candid, practical, and fun—because the best ideas are the ones you’ll actually use on Monday.

 

 CPE Information

Credit Information

CPE Credits: 1.0

Field of Study: Specialized Knowledge

Knowledge Level: Intermediate

Delivery Method: Group Internet Based

Prerequisites: A background in serving not-for-profit clients in assurance, tax, or advisory

Advance Preparation: None

Learning Objectives:

  • Apply practial AI use cases to NFP engagements with appropriate governance and control
  • Translate liquidity, runway, and restriction concepts into clear board-level narratives
  • Develop low-lift growth plays (targeting, proof points, partner ecosystems) for NFP clients
NASBA Statement

Refunds and Cancellations: Individuals may cancel their event registration at any time prior to the start of the event. There is no registration fee; therefore, no refunds will be granted.

Attendance Monitoring: To receive CPE credit, participants must attend the meeting and respond to all attendance prompts. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour.

Official NASBA Sponsor Statement: The Leading Edge Alliance, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

The Leading Edge Alliance National Registry Sponsor Number: 106478

 

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