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Instructor
Edwin Harvey 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 alike to navigate the overlap between digital tools and natural language. Edwin is a passionate trainer who speaks frequently at conferences, events, and webinars.
Instructor
Christine Chacko, she/they, is an Associate in the Philadelphia market at Your Part-Time Controller, LLC, where they help develop AI and data visualization solutions to help clients better understand financial data. Christine holds a BBA in Accounting from Loyola University in Maryland, and an MPhil from Trinity College Dublin. They bring extensive experience in fiscal management, leadership development, strategic planning, data analysis, and financial reporting. Christine has developed and led many internal and external trainings over the years, helping other professionals to learn about topics such as creating inclusive spaces, telling a story with financial information, and using technology to make effective use of resources.
Technology advancements and a shrinking pipeline of accountants are driving artificial intelligence (AI), especially generative AI (GenAI), into nonprofit operations and accounting workflows. In this session, we will demystify the core concepts of GenAI, consider where and in what forms you may encounter it, and discuss how to approach it responsibly. Along the way, we will review a couple of case studies and share our “Checklist for Mindful Prompting” to help you communicate effectively with chat-based GenAI tools.
The overarching learning objective of this course is to equip participants with a foundational understanding of generative AI (GenAI) in the context of nonprofit operations and accounting. The session aims to demystify GenAI concepts, explore its applications, and provide strategies for responsible and effective use, including practical case studies and a checklist for mindful prompting when using chat-based GenAI tools.
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All COCPA Members who would like an update on hot topics!
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