How AI is Changing Automation (Virtual)
Virtual
Event Details
Register HERE
AI isn’t replacing automation, but it is massively expanding the range of things that nonprofits can automate. This session explains what sets AI apart from other kinds of automation, building your confidence to assess potential use cases. We will also make sense of recent AI buzzwords, “reasoning models” and “agentic AI”, and explain where and why these technologies can be helpful. Lastly, we will carry these concepts into a discussion on how to use AI responsibly in alignment with nonprofit missions and values, addressing topics such as data privacy, social and environmental impact, and copyright.
Who Should Attend: Individuals who manage or provide financial services for nonprofit organizations.
Learning Objectives:
- Distinguish between AI and more traditional forms of automation.
- Study cases in which generative AI expanded the scope of an automation.
- Define AI buzzwords, “reasoning models” and “agentic AI”, and consider how nonprofits can apply them.
- Discuss best practices for data privacy, compliance, and ethics when assessing AI tools and use cases.
Participants will earn 1.0 CPE credit in Information Technology.
To receive credit, attendees must respond to three out of the four poll questions asked during the program. Once registered, you will automatically receive access to the webcast recording and, if you qualified for CPE, have the ability to download your certificate.
Additional Information
Prerequisites: There are no prerequisites for this program.
Advanced Preparation: None
Program Level: Overview
Delivery Method: Group Internet Based
Field of Study: Information Technology
Refunds and Cancellations: There is no fee to attend this program. In the rare event that YPTC needs to cancel the webinar due to circumstances beyond our control, all registrants will be notified via email and provided with alternative dates the program will be offered. For more information regarding refund, complaint, and program cancellation policies, please visit https://www.yptc.com/training-policies/
Your Part-Time Controller, LLC 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
Speakers:
Edwin Harvey
Manager, Your Part-Time Controller, LLC
Edwin Harvey, Ph.D., is Director of AI Solutions & Training at Your Part-Time Controller, LLC, where he champions effective, responsible adoption of emerging AI technologies. Edwin has consulted across the fields of analytics, automation, and business strategy, especially in the nonprofit and financial management sectors. In his current role, he researches emerging AI technologies and applies what he learns to help YPTC and its nonprofit clients navigate the overlap between digital tools and natural language.
Christine Chacko
Technology Associate, Your Part-Time Controller, LLC
Christine Chacko, she/they, is a Technology Associate at Your Part-Time Controller, LLC, where they help develop technology solutions that allow clients to better use and understand their financial data. Christine holds a BBA in Accounting from Loyola University in Maryland, and an MPhil from Trinity College Dublin. They bring extensive experience in fiscal management, leadership development, strategic planning, data analysis, and financial reporting. Christine has developed and led many internal and external trainings over the years, helping other professionals to learn about topics such as creating inclusive spaces, telling a story with financial information, and implementing process improvements to better inform data-driven decisions.
Patricia Bueso
Manager, Your Part-Time Controller, LLC
Patricia Bueso is a finance and technology leader with 15+ years of international experience in the nonprofit, retail, and logistics sectors. Patricia is fluent in Spanish and English and holds a bachelor’s and master’s degree in Accountancy from the University of Notre Dame. As a Manager at Your Part-Time Controller, LLC (YPTC), she contributes to both client services, managing a portfolio of over 25 clients and to the firm’s Financial Reporting Design and Automation team. A seasoned expert in financial systems, Patricia has spearheaded SAP and other implementations across regions, enhancing scalability and reporting. She is also a national speaker on ethical AI, with engagements at Rice University, United Way, and Texas CPA chapters. In 2024, she was named one of the Association of Latino Professionals for America’s Latina Rising Stars.
