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Donor Love, Not Data Entry: Agentic AI in Action
December 4, 2025 @ 1:00 pm – 2:00 pm EST
Unpack Agentic AI and its role in guiding nonprofits from concept to tangible impact.
Your donors didn’t fall in love with your mission because of spreadsheets. They care about connection, stories, and impact — and your team should have time to focus on that.
This session introduces Agentic AI, the next wave of automation that quietly handles repetitive tasks like donor entry, transaction coding and reconciliations.
We’ll walk through the full journey, including building buy-in, choosing the right use cases, driving adoption and measuring success to validate ROI. By the end, you’ll have clear next steps for scaling automation in a way that supports your mission and strengthens donor relationships.
Who Should Attend
Nonprofit executives, finance leaders, decision-makers and board members
Learning Objectives:
- Define Agentic AI and identify where it creates value in nonprofit operations.
- Evaluate AI use cases in finance and donor engagement.
- Develop a phased plan to introduce and scale AI tools while building internal buy-in.
- Evaluate ROI and present a clear business case for automation.
Speaker
- Stacie Cornwell, Partner – Industry Leader, Nonprofit, Armanino Advisory LLC
- Lauren Renninger, Director of Automation and AI, Armanino Advisory LLC
- Brenda Kahler, Senior Director, Armanino Advisory LLC
Participants will earn 1 CPE credit*
(Field of Study: Information Technology)
To be awarded the full credit, you must attend for at least 50 minutes and 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.
