How CFOs Are Using AI Today… and Tomorrow (Partner, Virtual)
Virtual Training
Event Details
With all the talk about AI (artificial intelligence), many nonprofit leaders are feeling overwhelmed and unsure where to start. Technology is advancing so rapidly that you may feel afraid of falling behind. This session will provide examples from finance and technology professionals who can speak to how they are using AI in daily work to improve efficiency, reduce burnout, and better serve their organizational mission. This will be a safe place to ask the “dumb” questions and share ideas. By the end of the session, participants will be equipped with one to three actionable steps for immediate adoption of AI within their own organizations.
Learning Objectives:
- Identify practical, nonprofit-relevant AI use cases CFOs and finance teams are using today to improve efficiency, reduce burnout, and support mission outcomes.
- Describe where AI fits in common finance workflows (e.g., budgeting/forecasting, variance analysis, reporting, narrative drafting) and what “good use” looks like in day-to-day work.
- Recognize near-term trends in how CFOs are expected to use AI in the near future (automation + decision support) and how to prepare the organization for that shift.
- Create 1–3 actionable next steps for immediate AI adoption within participants’ own organizations.
Session hosted by NAM partner, Minnesota Council of Nonprofits
Fee:
- $50 for MCN & NAM members
- $70 for nonmembers
- NAM Members - use code NCN for member rate
Speaker Information
Holly J. Kellar is a Digital Consulting Leader in CLA’s Digital team, focusing on the nonprofit industry. As part of the Digital team, she helps clients with shaping strategy and identifying operational improvements especially related to process improvement, automation, data, and AI. She is known for her ability to “connect the dots” and create structure out of chaos. She thrives in a collaborative team environment and loves bringing creativity and fun to solve thorny problems and have a positive impact.
Holly has a broad background and extensive experience in management consulting for both nonprofit and for-profit organizations. Before joining CLA, Holly served more than 10 years as CMO/Marketing Director for nonprofit organizations. She also has more than 15 years of experience with management consulting firms in the US, Canada, and Switzerland.
Holly has a Master of Business Administration with honors in Marketing and Consulting, from the Carlson School of Management at the University of Minnesota and a Bachelor of Arts with honors, majoring in Music, from Grinnell College in Iowa
Kyle Roberts is a Principal at CLA and provides Client Accounting and Advisory Services (CAAS) to nonprofit organizations and foundations. With a decade of serving nonprofits, he has experience working with a diverse range of entities, including those with complex investment portfolios, multi-entity structures, planned giving and endowments, and organizations that receive federal funds from various agencies. Kyle’s clients primarily consist of private foundations, social service organizations, and professional and business associations.
Through providing CAAS services to nonprofit organizations and foundations, Kyle has technical experience in a variety of related areas. This includes outsourced CFO services, nonprofit accounting, business system implementation, internal controls, process improvement, monthly closing and forecasts, and budgeting. With his diverse skill set, Kyle is able to provide comprehensive support to his clients and help them achieve their financial goals.
Kyle holds a Bachelor of Science in Accounting and a Master of Accountancy (MAcc) from North Dakota State University. He is a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants.
Brian Berry is a Signing Director in CLA’s Digital team and has more than 20 years of experience with technology, software design, and advisory services. He is responsible for a broad range of data management solutions including business intelligence, data warehousing, reporting, master data management, big data, and advanced analytics. Brian has been responsible for the delivery of Enterprise Data Governance and Master Data Management programs for middle-market manufacturing, global life sciences, and public-sector clients.
Brian’s civic engagement includes Region Director for the Northwestern Alumni Admissions Council in Connecticut and Western Massachusetts. He also served on the Board of Directors for West Hartford Little League, and was President of HartBeat Ensemble’s Board.
Brian received his Bachelor of Science from Northwestern University in Evanston, Illinois, double majoring in Theatre and Economics.