AI4AIS26: Operationalizing Generative AI in Foundation Finance

AI4AIS26: Operationalizing Generative AI in Foundation Finance

Live Event: 05/21/2026 at 2:00 PM (EDT)

Only available as part of a package
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Foundation and advancement finance teams are expected to do more: spend faster, report accurately, and demonstrate compliance – all while honoring donor restrictions and working with imperfect data. Panelists will share practical generative AI use cases for improving data readiness, automating processes, enhancing communication, and ensuring compliance. You’ll walk away with a risk-based framework to prioritize use cases and design oversight, aligning foundation workflows to institution AI and data policies and approved tools. 

Kenneth Hall

university advancement and chief executive officer

FIU Foundation

Michael Halverson

associate vice president, development resources

University of Miami

David Woods

director of gift compliance, advancement

University of Florida Foundation

Daniel Shorstein

president, digital

James Moore & Co., P.L.

CPE Available: 1 Credit in Information Technology

Each individual must register and attend separately to earn credit.

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NACUBO 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

Event Information

  • Level: Intermediate
  • Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
  • Advanced Preparation: None
  • Delivery Mode: Group internet based
  • Field of Study: Information Technology 
  • Length: 60 minutes

Steps to Earn CPE Credit

You may only earn credit for attending the session live. CPE credit cannot be earned for watching the recordings.

To earn CPE credit, you will complete the following tasks under the Content tab, after the session has ended:

  1. Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the session and complete the quiz at the end of the session. 
  2. Submit the CPE check-out code displayed at the end of the session. 
  3. Download your CPE certificate. 

You have until 5 pm Eastern Time on May 22, 2026 to complete these three steps or report technology issues with this site to online@nacubo.org.

For more detailed instructions, review the CPE Instructions page.

Key:

Complete
Did Not Pass
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CPE Codeword Quiz
5 Questions  |  1 attempt  |  3/5 points to pass
5 Questions  |  1 attempt  |  3/5 points to pass Five (5) codewords were posted in the chat during this webinar. Select at least three (3) correct codewords within this multiple-choice quiz to be eligible for CPE credit.
You must register to access.
CPE Check-Out Code
Enter code to continue.
Enter code to continue. Submit the check-out code that was displayed at the end of the session. Click the eye icon to view and double-check the code before submitting. The code is case sensitive.
You must register to access.
CPE Certificate
1.00 CPE credit  |  Certificate available
1.00 CPE credit  |  Certificate available If you met the requirements for CPE credit during the live event, your CPE certificate is available for download here. CPE is not available for watching the recording.
You must register to access.
AI4AIS26: Operationalizing Generative AI in Foundation Finance
05/21/2026 at 2:00 PM (EDT)  |  60 minutes
05/21/2026 at 2:00 PM (EDT)  |  60 minutes
You must register to access.