Prepare for audit season and explore the role of AI in audit prep.
Strong financial stewardship helps build trust with donors, grantors, board members and the communities you serve. As audit season approaches, now is the time to evaluate audit readiness, address potential risks and strengthen the processes that support accurate financial reporting and transparency.
Join us to explore key audit priorities for nonprofit organizations and learn how emerging AI tools can help finance teams improve documentation, reduce manual effort and create more time for mission-focused work.
Who Should Attend
Nonprofit executives, finance leaders or board members
Learning Objectives:
- Identify key audit season readiness priorities for nonprofit organizations, including documentation, reconciliations, estimates, grants, contributions and restricted funds.
- Recognize common audit challenges and warning signs that can lead to delays, deficiencies or additional scrutiny during audit procedures.
- Demonstrate how AI and automation are beginning to impact the audit process, including potential benefits, limitations and considerations for nonprofit finance teams.
- Evaluate practical ways AI can support audit preparation, including prompts and agent use cases that streamline data gathering, improve documentation and reduce manual effort.
- Detect responsible next steps to prepare for a smoother audit season and more informed conversations with auditors, boards and stakeholders.
Speakers
- Stacie Cornwell, Partner, Armanino Advisory LLC
- Megan Terell, Partner, Armanino Advisory LLC
Participants will earn 1 CPE credit*
(Field of Study: Auditing (Governmental))
In order to be awarded the full credits, you must respond to three out of the five polling questions asked during the program.
*NASBA DETAILS
Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact [email protected].
Armanino 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
