Modernizing Your Finance Office with Technology, Automation, and AI

Explore how tech, automation, and AI can modernize nonprofit finance, strengthen controls, and boost efficiency and visibility.

Today’s nonprofit finance offices face a growing need to leverage technology, automation, and AI to enhance accuracy, strengthen controls, and increase efficiency. As organizations evolve, financial teams are seeking tools that streamline processes, reduce manual effort, and create greater visibility across workflows—whether teams are centralized, hybrid, or fully remote. Facilitated by Gretchen Upholt and Connie Meltzer from BDO, this session will introduce participants to the role that technology‑enabled finance operations can play in maintaining strong controls, supporting compliance, and elevating overall performance.

By the end of this webinar, you will be equipped to:

• Recognize technology’s role in building a more resilient and scalable finance function
• Identify opportunities to modernize financial workflows to improve efficiency and transparency
• Understand how automation and AI can reduce manual processes and strengthen internal controls
• Assess your current systems and determine where digital tools can have the greatest impact

Program Details:

• Location: Online (Zoom)
• Date: Wednesday April 29
• Time: 2:00PM-3:30PM EST

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Cost:

• $20 (Nonprofit New York members)
• $65 (Non-members)

Member Pricing: Nonprofit New York members receive discounted pricing. Please enter the access code provided in your member email to view member tickets. If you cannot locate the code or are unsure of your membership status, contact membership@nonprofitnewyork.org for assistance before purchasing your ticket.

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Who Should Attend:

This webinar is ideal for nonprofit professionals responsible for financial oversight, operations, and systems improvement, including:

• Chief Financial Officers, Finance Directors, and Controllers
• Accounting Managers and finance team members
• Executive Directors and senior leaders overseeing operations
• Operations and compliance staff
• IT or systems staff supporting finance functions
• Board members serving on finance or audit committees

Especially valuable for organizations looking to modernize financial workflows, strengthen internal controls, and explore how automation and AI can support a more resilient and scalable finance function.

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Questions?

Contact us at programs@nonprofitnewyork.org.

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The information provided in this workshop is for general guidance and is not intended to replace or serve as a substitute for any audit, advisory, tax, or other professional advice, consultation, or service tailored to your specific needs. BDO disclaims all warranties, either express or implied. By participating in this workshop, attendees waive all right to make any claims against or seek damages from BDO arising directly or indirectly from the use of or reliance on the information provided by BDO during the workshop.