Finance leaders are under pressure to modernize quickly, yet many remain constrained by fragmented data, manual processes, and talent gaps. This session explores practical strategies to improve decision velocity by aligning data, processes, and technology, while scaling AI and automation from experimentation to measurable business value.
Learning Objectives:
- Identify key finance modernization challenges impacting decision-making.
- Apply a framework to prioritize process, data, and talent improvements.
- Distinguish AI/automation approaches and align them to business outcomes.
Garnering charitable support in a K economy presents unique challenges and opportunities. Let’s learn some recent trends and talk through some nonprofit successes and struggles as we discuss the latest take on how campaigns work best in the current state of philanthropy.
Learning Objectives:
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Identify emerging trends in philanthropy, including donor segmentation, giving vehicles, and shifts in engagement behavior.
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Assess key challenges organizations face in securing charitable support and evaluate practical strategies to address these barriers.
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Apply current philanthropic insights to enhance campaign planning, donor cultivation, and long-term fundraising effectiveness.
Not-for-profit organizations are facing a cybersecurity threat environment that has never been more dangerous — or more targeted. Cybercriminals know that NFPs hold sensitive donor data, process significant financial transactions, and often operate with limited IT resources and informal internal controls. The result is a perfect storm: high-value targets with lower defenses. The data tells a clear story. Business email compromise is draining funds through fraudulent wire transfers. Ransomware is shutting down the programs and services that define your mission. And donor data breaches are eroding the trust that your organization depends on to survive. This session cuts through the technical noise and speaks directly to what executive leaders, board members, and CFOs need to know — not to become cybersecurity experts, but to govern, question, and lead with confidence in a threat landscape that demands their attention.
Learning Objectives:
- Recognize the financial fraud threat and strengthen internal controls — Identify how business email compromise and wire fraud specifically target NFP financial workflows, and describe the governance-level controls — such as dual authorization, vendor verification protocols, and finance team awareness practices — that can reduce exposure without requiring significant technology investment.
- Assess your organization's ransomware readiness as a leadership responsibility — Evaluate whether your NFP has the foundational safeguards in place to prevent, detect, and recover from a ransomware attack, including backup integrity, cyber insurance adequacy, and a tested incident response plan — and know what questions to ask leadership and IT to close the gaps.
- Understand the fiduciary and reputational stakes of a donor data breach — Articulate the legal, regulatory, and trust-based consequences of a donor data breach, and identify the board-level and executive actions required to build a data protection posture that preserves donor confidence and fulfills your duty of care.