Join Nonprofit CFOs and Robert Ely, CPA for a Lunch & Learn webinar designed to help nonprofit finance and accounting professionals work faster, smarter, and with more confidence using AI. You’ll see live demonstrations of AI and Excel in action as Robert shares real-world “tricks” you can immediately apply in your daily workflows. You’ll learn how to ask AI the right questions, use the CRISP method for better prompt engineering, prevent AI from making assumptions, and reset your approach when tools get stuck in unhelpful or overly linear thinking.

Beyond the fundamentals, this session will explore powerful everyday tools including Copilot for Excel and other apps from Microsoft, plus the Claude AI plug-in from Anthropic. Whether you’re curious about automation, efficiency, or strengthening internal processes, this interactive webinar will provide practical ideas you can start using right away. A live Q&A will give attendees the chance to ask questions and get tailored guidance for their nonprofit’s needs.