Augmentation, Automation, and Artificial Intelligence (AI):
Elevating Your Association’s Work Force
Join us for a deep dive into the world of outsourcing and technology advancement in the association business. As workforce pressures and technology continue to evolve, legacy association models are facing new challenges. But we see automation and AI as opportunities to empower your team, alleviate pressures, and drive faster growth.
This event will specifically focus on staff augmentation, automation, and artificial intelligence in the accounting and finance sectors. We will explore practical applications and the numerous benefits of co-sourcing, outsourcing, and automation in streamlining your finance and accounting function.
Discover a range of use cases that highlight how automated systems and AI technologies are revolutionizing data processing, accuracy, and decision-making. Business intelligence reporting, generative AI, and large language models are just a few examples of the transformative technologies we will explore. Gain valuable insights and real-world examples showcasing how these tools enhance efficiency, reduce manual workload, and unlock new potentials in financial management and reporting for associations.
Learning Objectives – attendees will gain:
• Understand the practical applications of co-sourcing, outsourcing, and automation in streamlining finance and accounting functions for associations.
• Explore the benefits and impact of automated systems and AI technologies on data processing, accuracy, and decision-making.
• Acquire real-world examples showcasing the transformative power of outsourcing and automation in enhancing efficiency and reducing manual workload.
Thomas Nordby, Principal, CLA
Thomas is a certified association executive with over 25 years of experience working for organizations in finance and operational management roles. He is a Principal at CLA where he leads the firm's Association Industry Segment which is part of CLA’s Non-profit industry group. He also provides ongoing strategically focused CFO consulting services to a portfolio of non-profit clients. He is an industry thought leader and an experienced public speaker/presenter on developing growth strategies for organizations through modernizing its overall business operations approach by utilizing the best of breed cloud based financial management systems. Thomas is a longtime volunteer and member of the American Society of Association Executives (ASAE) and is a past Board Chair of the Finance and Administration Roundtable (FAR), a 501 (c)(6) organization for finance and administration non-profit executives.
Benjamin Aase, Principal, CLA
At CLA our people come to work each and every day with a clear-cut purpose: to create opportunities for our clients, our people, and our communities. A member of our industry leadership team, Ben leads our nonprofit digital services. Our team of 900 nonprofit professionals serve 12,000 nonprofits nationally through integrated wealth advisory, outsourcing, digital, audit, and tax services to help them succeed professionally and personally.
When: Wednesday, September 11, 2024 | 11:30 am - 1:30 pm
Networking 11:30 am
Lunch 12:00 pm
Presentation 12:30 - 1:30 pm
Where: PNC Bank | 800 17th Street NW, Washington, DC 20006
* Please bring an ID for check-in at the lobby. *
Parking: There are nearby parking garages as well as limited metered street parking.
Metro: Farragut West
FAR members, please make sure to log in to the FAR website to receive FAR member registration options.
This program is approved for CPE and CAE credit.
CAE:
CPE Field of Study:
FAR is a CAE Registered Provider. The program listed above meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer that has been approved for CAE credit will clearly identify the number of CAE credits granted for full participation. We will maintain records of your participation in accordance with CAE policies. For more information about the CAE credential or Registered Provider program, please visit www.asaecenter.org/cae.
As a CAE Registered Provider educational program related to the CAE exam content outline, this program may be applied for 1 credit toward your CAE application or renewal professional development requirements.
Note: Applicants may use any program that meets eligibility requirements in the specific timeframe towards the exam application or renewal. No specific individual courses are required as part of the applications – the selection of eligible education is up to the applicant based on his/her needs.
FAR is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. It is Group-Live delivery method. Sponsor ID: 109395
