REGISTER FOR THE WEBINAR
AI in Action: Practical Tools for Nonprofit Finance Teams
THURSDAY, DECEMBER 10, 2026 | 2 - 3 PM ET
Nonprofit finance teams are asked to do more with less. Month-end close runs long, reconciliations eat hours, and tax and grant reviews pull your team away from the mission. AI can help, but the real question is where to start.
Join Aprio’s Nonprofit Consulting and Data & AI teams for a practical session built around live demos. As a certified Microsoft and Anthropic partner, Aprio brings hands-on experience putting these tools to work inside finance teams. You’ll see examples on how Microsoft Copilot in Excel can roll a month-end workbook forward with ease, and how a purpose-built Tax Review Agent helps your team review faster while staying in control. We’ll also cover key market trends, lessons learned from real implementations, and how to get started safely with the right governance and data security in place. You’ll leave with a clear first step your team can take in the next 90 days.
Learning Objectives:
-
Identify nonprofit finance and accounting processes where AI and automation can improve efficiency, including month-end close, reconciliations and review activities.
-
Describe how Microsoft Copilot and purpose-built AI agents can support common nonprofit finance workflows.
-
Evaluate important governance and data security considerations when adopting AI within the nonprofit finance function.
Featured Speakers:
Rob Wellen
Partner | Data & AI Advisory Leader | Aprio
Jessica West
Nonprofit Consulting Director | Aprio
Additional Information:
CPE Credit: 1.0 credit
Field of Study: Information Technology
Prerequisites: None
Advanced Preparation: None required
Program Level: Basic
Target Audience: Nonprofit finance professionals, including CFOs, controllers, finance directors and accounting managers
Delivery Method: Group Internet Based
For more information, complaint and/or program cancellation policies, please contact Amy Foulkes at amy.foukles@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.
“Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.
Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
APRIO, the Aprio pentagonal pinwheel logo and “ACCOUNT FOR ANYTHING”, are registered marks of Aprio Advisory Group, LLC. Aprio Advisory Group, LLC © 2026. All rights reserved.