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.
AAFCPAs’ Partners Thomas Muldoon, CPA, CGMA and Matthew Troiano, CPA will present an educational workshop on Fiduciary Responsibility of the Board & How to Read Nonprofit Financial Statements to current and aspiring board members and nonprofit leaders serving the MetroWest...
AAFCPAs’ Partners Thomas Muldoon, CPA, CGMA and Matthew Troiano, CPA will present an educational workshop on Fiduciary Responsibility of the Board & How to Read Nonprofit Financial Statements to current and aspiring board members and nonprofit leaders serving the MetroWest Boston community. This workshop, scheduled for Friday, March 9th, is organized by the Foundation for MetroWest, an organization which serves as a convener and catalyst, coordinating resources across communities and among nonprofits to build collaboration, foster shared learning, and reduce redundancies.
Financial statements tell the organization’s story from a financial perspective and can be used as a tool to plan for the future. Understanding an organization’s financial statements is critical in order to meet your fiduciary responsibility as a board member and for management to effectively run the nonprofit organization.
In this session, Tom and Matt will provide aspiring board members and nonprofit leaders with an understanding of:
Date: Friday, March 9, 2018
Time: 9:00-10:30 AM
Location: Whitney Place, Three Vision Drive, Route 9 West, Natick, MA 01760
Learn more and register. >>
AAFCPAs provides assurance, tax, and advisory solutions to 350+ local, national, and international nonprofit clients. Our depth of industry expertise coupled with our extensive exposure to the best practices in the sector makes us uniquely qualified to advise clients on running a highly efficient and effective organization. We are happy to share our expertise with the Foundation for MetroWest community, and to serve as a resource for local nonprofit organizations.
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.