Artificial Intelligence (AI), especially generative AI (GenAI), is rapidly transforming the world of work. We’re excited about what it can do, and how it can help us do more to help our nonprofit clients thrive. We’re also realistic about the risks AI poses, the ethical questions it presents, and the many other challenges involved in using AI responsibly. 

Join us as we demystify AI and share what we’re learning about how to engage it effectively and responsibly. We will cover core concepts of GenAI, discuss how to approach it responsibly, and share case studies of how we have used AI to assist with our advisory work and internal operations. We will also walk through a “Checklist for Mindful Prompting” to communicate effectively with chat-based AI tools.

Who Should Attend: Anyone interested in adopting AI, and anyone involved in the nonprofit sector, including nonprofit management, finance team members, board members (or potential board members), volunteers, and donors. 

Learning Objectives: 

• Recognize AI's strengths and weaknesses in the context of professional services workflows.
• Consider the ethics, privacy, and security implications of using AI.
• Learn best practices for effective communication with chat-based AI tools.

Participants will earn 1.5 CPE credits in Information Technology.

In order to be awarded the full credit hours, you must be present, and check-in to register your attendance and departure in person at the registration desk.

MEET THE PRESENTERS

Edwin Harvey, Ph.D., leads the AI Solutions and Training department at Your Part-Time Controller, LLC, where he champions effective, responsible adoption of emerging AI technologies. Edwin has consulted across the fields of analytics, automation, and business strategy, especially in the nonprofit and financial management sectors, leading teams that leverage technology to tell stories, inform decisions, and enhance efficiency. The advent of generative AI has renewed the relevance of Edwin’s training in the humanities – including a doctoral degree from U.C., Berkeley – as he helps clients and colleagues navigate the overlap between digital tools and natural language. A passionate trainer, Edwin speaks frequently at conferences, events, and webinars.

Patricia Bueso is a Manager at Your Part-Time Controller, LLC, based in the Houston Market. Bilingual in Spanish and English, she holds both a bachelor’s and master’s degree in accountancy from the University of Notre Dame. With over 15 years of experience in finance, she specializes in strategy, corporate accounting, financial planning, and systems implementation across diverse sectors, including non-profits, retail, and logistics. Her expertise in regional controlling and financial management in both Latin America and the U.S. enables her to deliver valuable insights and enhance decision-making processes. A frequent presenter at nonprofit and educational events, Patricia also contributes to YPTC’s Tech group, developing automated reporting tools for clients nationwide. In 2024, Patricia was recognized as one of the Association of Latino Professionals for America's Latina Rising Stars.