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 participated 2025 Strength Matters Financial Management Conference. This 2025's conference came at an important moment for the affordable housing industry. More than 200 nonprofit community development leaders, mission-driven partners, and strategic accounting and investment professionals gathered to share insights,...
AAFCPAs participated 2025 Strength Matters Financial Management Conference. This 2025’s conference came at an important moment for the affordable housing industry. More than 200 nonprofit community development leaders, mission-driven partners, and strategic accounting and investment professionals gathered to share insights, build connections, and identify new opportunities for growth and collaboration.
Sessions focused on practical strategies for leading with confidence, exploring innovative funding opportunities, strengthening organizational durability, navigating workforce transitions, and adopting technology that positions teams for long-term success.
AAFCPAs was proud to contribute to 2025’s Strength Matters agenda with a session led by Lauren Duplin, Partner in AAFCPAs’ Outsourced Accounting & Fractional CFO practice. This panel discussion offered practical strategies to strengthen operational outcomes.
Wednesday, September 17, 3:15 – 4:45 PM
From time to time, there is a need for specialization and expertise that needs to be filled through outsourcing. How do you set up a successful engagement with clearly defined scopes of work, manage to a budget, and get the desired work product that you are looking for? This session approached consultant engagement from the perspective of consultants supporting the industry and what has made for “successful” engagements.
AAFCPAs looks forward to contributing proven perspectives from our work in the field. We see the resourcefulness and determination of the Community & Economic Development industry every day, and we are encouraged by the opportunity to share lessons that help organizations continue to adapt, thrive, and advance the mission of creating sustainable and equitable communities.
These insights will be contributed by Lauren M. Duplin, CPA, Partner, Nonprofit Consulting.
Questions? Reach out to our author directly or your AAFCPAs partner. AAFCPAs offers a wealth of resources on modernizing the finance function. Subscribe to get alerts and insights in your inbox.
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.