Artificial Intelligence (AI) 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 answer common questions about: 1) what distinguishes AI from more traditional forms of automation, 2) how to play to AI’s strengths and away from its weaknesses, and 3) how to approach the ethical, privacy, and legal components of “Responsible AI”. We will ground our answers in case studies and share the “Checklist for Mindful Prompting” that our staff use internally.

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:  

1. Distinguish between AI and more traditional forms of automation
2. Recognize AI’s strengths and weaknesses in the context of specific case studies
3. Consider core concepts of “Responsible AI” and how to approach them individually and as an organization

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.

Additional Information

Prerequisites: There are no prerequisites for this program.

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Live 

Field of Study: Information Technology

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.