REGISTER FOR THE EVENT
Aprio’s Nonprofit Morning Brief
SEPTEMBER 22, 2026 | 8:00 AM ET
Spend the morning alongside a remarkable community of nonprofit leaders, innovators, and changemakers at Aprio's Nonprofit Morning Brief. Designed for executives and finance leaders, this event combines insightful discussions on leadership, technology, and operational excellence with meaningful opportunities to connect with peers and industry experts. You'll leave with new ideas, valuable relationships, and practical strategies to help your organization thrive in a rapidly evolving environment.
Event Details
Date: Tuesday, September 22, 2026
Time: 8:00 AM - 12:00 PM ET
Location: The Ritz-Carlton, Tysons Corner
Agenda
8:00 AM - 8:25 AM Arrival, registration, and breakfast
8:25 AM - 8:30 AM Welcome address
8:30 AM - 9:25 AM Session 1
9:30 AM - 10:25 AM Session 2
10:30 AM - 11:25 AM Session 3
11:25 AM - 12:00 PM Closing remarks and Networking
RSVP by September 14 to secure your seat.
- Panel 1
- Panel 2
- Panel 3
-
Panel 1
Session 1: Future-Ready Nonprofits: Leadership, Risk & Resilience in a Changing World
As nonprofit organizations navigate economic uncertainty, funding shifts, workforce challenges, and rapid technological change, join an executive-level discussion on building resilience and long-term sustainability. Featuring Diane Yentel, CEO of the National Council of Nonprofits, this panel will explore the trends shaping the sector and the strategies leaders can use to navigate what's ahead.
Learning Objectives
- Identify the key trends, risks, and external forces shaping the nonprofit sector and analyze their potential impact on organizational strategy and sustainability.
- Evaluate leadership, governance, and operational approaches that can strengthen organizational resilience, adaptability, and long-term effectiveness.
- Assess how finance and executive leaders can improve decision-making, manage risk, and prioritize actions to build a future-ready organization.
Panelists:
Lexy Kessler | Aprio Partner | Immediate Past Chairwoman of AICPA
Diane Yentel | CEO, National Council of Nonprofits
Moderated By: Greg Plotts | Nonprofit Industry Leader, Aprio -
Panel 2
Session 2: The Modern Nonprofit: Leveraging Technology for Greater Impact
Technology is transforming how nonprofits engage stakeholders, manage operations, raise funds, and measure impact. This session will explore how organizations are leveraging AI, automation, data analytics, and digital tools to improve decision-making, increase efficiency, and advance their missions. Through a real-world client use case, attendees will see how one organization moved beyond experimentation to implement sustainable, mission-driven innovation.
Learning Objectives
- Identify practical applications of AI, automation, and data analytics in nonprofit organizations.
- Assess opportunities to improve program delivery, stakeholder engagement, fundraising, and operational efficiency through technology.
- Evaluate factors that influence successful technology adoption and change management.
- Identify workforce skills and organizational capabilities needed to support innovation.
- Analyze a real-world nonprofit case study demonstrating technology-enabled transformation.
Panelists:
Dana Sturtz Hill | CEO, American Bar Endowment
Rob Wellen | Partner, Advisory Services | Data & AI, Aprio
Adam West | COO, American Bar Endowment
Moderated By: Kathy O'Connor | Partner, Co-Leader of Nonprofit Consulting Group, Aprio -
Panel 3
Session 3: From Complexity to Capacity: Building Operational Excellence for Sustainable Growth
Strong missions require strong operations. This session will highlight how nonprofits have strengthened their finance and accounting functions through outsourced accounting, process improvements, systems optimization, internal controls, and consulting initiatives. Attendees will gain practical strategies to improve efficiency, reduce operational challenges, and create greater capacity for mission growth.
Learning Objectives
- Identify operational bottlenecks that prevent nonprofits from scaling effectively.
- Explain how nonprofits are strengthening finance functions through outsourced accounting, fractional leadership, and process redesign.
- Evaluate how finance assessments, systems optimization, and internal control improvements can increase organizational effectiveness.
- Analyze case studies demonstrating improvements in reporting, audit readiness, compliance, governance, and staff capacity.
- Develop a framework for aligning people, processes, and technology to support sustainable growth.
Panelists:
Jean Cibuzar | CFO, Academy of Nutrition and Dietetics
John Giambalvo | Vice President, Finance, Wolf Trap Foundation
Sarah Hollender | Deputy Director, Tzedek DC
Kevin Madden | COO, National Council on Aging
Co-moderated By: Lora Franklin Zuk | Partner, Nonprofit Accounting, Aprio and Colleen Smith | Partner, Nonprofit Consulting, Aprio
Participants can earn up to 3.0 CPE credits.
Field of Study: Accounting/Specialized Knowledge
Additional Information:
Prerequisites: None
Target Audience: Nonprofit professionals
Advanced Preparation: No advance preparation required.
Program Level: Overview
Delivery Method: Group, Live
For more information, complaint, and/or program cancellation policies please contact Amy Foulkes at amy.foulkes@aprio.com.
Aprio, LLP 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.
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