Bringing Agentic AI into Focus for Nonprofit Finance
Agentic AI is moving from concept to application—helping nonprofit finance teams streamline workflows with clear guardrails, strong governance, and continued human oversight.
David McManus, CPA, CGMA, AAFCPAs’ Co-Managing Partner, and Mike Ross, Co-Chair of Prince Lobel's Cannabis team led an interactive roundtable discussion, scheduled for September 28th, on the interpretation and implementation of Massachusetts’ new marijuana statute. Participants include experts in tax,...

David McManus, CPA, CGMA, AAFCPAs’ Co-Managing Partner, and Mike Ross, Co-Chair of Prince Lobel’s Cannabis team led an interactive roundtable discussion, scheduled for September 28th, on the interpretation and implementation of Massachusetts’ new marijuana statute.
Participants include experts in tax, nonprofits, licensing, raising equity, municipal permits and zoning. Massachusetts regulators and law makers have also been invited.
September 28, 2017
5:30pm – 7:30pm
Prince Lobel Tye LLP
One International Place, Suite 3700
Boston, MA 02110
Dave is the leader in AAFCPAs’ Cannabis Practice, advising the Massachusetts cannabis industry on: audit and assurance; tax planning and preparation; entity structure; financing structures; business plans; development of the state’s management and operations profile; financial projections; cost allocations; accounting operations; and more. AAFCPAs’ blend of nonprofit and commercial company expertise, and 40+ years’ success in serving both, makes us uniquely qualified to assist clients as they navigate through this complex and burgeoning industry.
Agentic AI is moving from concept to application—helping nonprofit finance teams streamline workflows with clear guardrails, strong governance, and continued human oversight.
When FQHCs face significant financial losses, strategic cost management and revenue optimization can restore stability while preserving the mission-critical care that defines these organizations.
Financial clarity, when tied directly to program activity, gives leadership teams a more reliable foundation for decision-making and long-term planning.