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SUMMARY:Association / Nonprofit Briefing on AI\, Finance and Technology Q1-2026
DESCRIPTION:Jan 20\, 2026\, 8:30 AM – 5:00 PM (EST) \nTo RSVP to this event\, click HERE \nAbout this event \n\n\n\nThis one-day\, in-person and virtual event is a collaboration designed to provide targeted\, credit-eligible (CAE and CPE) professional education for Association and Nonprofit industry professionals. It features five thought leadership sessions\, all focused on the most critical topics for you as an industry professional. With the in-person and hybrid format\, participants can drop in to attend at any time\, and from anywhere. \nLocation: Microsoft Building\, 1300 Wilson Blvd.\, Arlington\, VA 22209 (24-hour Advance RSVP Required – No cost) \nVirtual: Video Conferencing Link provided 48 hours before the event via email (RSVP Required – No cost) \nFREE CPE/CAE Credit: Each session qualifies for 1 CPE/CAE Credit \n  \nEvent Agenda  \n8:30 AM – 9:00 AM: Registration & Welcome \nEnjoy coffee and network with fellow attendees before the sessions begin. \n\n9:00 AM – 10:00 AM: The Strategic Two-Step: Leveraging Outsourcing and Your Technology Stack to Maximize Mission Success and AI Strategies \nCourse Description \nThis two-part presentation examines how nonprofits and associations can achieve greater operational efficiency and mission success. Part one explores the strategic value of outsourcing essential back-office services to free up internal resources for mission-critical activities. Part two dives into maximizing your current technology stack to drive automation\, gain deeper financial and operational insights\, and ensure your technology directly supports your strategic goals and financial sustainability. \nLearning Objectives \n\n\nEvaluate how outsourcing back-office functions can improve operational efficiency and refocus internal resources on mission-critical activities. \n\n\nAnalyze how an organization’s existing technology stack can be leveraged to automate processes and improve financial and operational insight. \n\n\nAlign outsourcing and technology decisions with strategic goals to support mission success and long-term financial sustainability. \n\n\nPresented by: Andrew Potasek\, Partner\, Wipfli Advisory LLC & Michelle Wroblewski\, Director Association Growth and Strategy\, Wipfli Advisory LLC \nNASBA Field of Study: Information Technology\nCAE Domain: Operations \n\n10:00 AM – 10:10 AM: Morning Break \n\n10:10 AM – 11:10 AM:  AI Readiness: De-Risking Technology Migration as the Foundation for Effective AI Use \nCourse Description \n\nReady for AI—but stuck on legacy systems\, processes\, and/or configurations? This session turns “AI readiness” into an actionable plan. Learn how to de‑risk your modern Digital Workplace with a focus on email\, files\, and identity by standardizing data\, improving access\, and enhancing the staff user experience.  Walk away with the knowledge necessary to align your organization’s AI readiness by understanding the governance\, adoption practices\, and technical configurations required.  If you want secure innovation—not surprises—start here.\n\nLearning Objectives \n\n\nEvaluate organizational readiness factors required for a successful migration to a modern cloud-based digital workplace. \n\n\nAnalyze cloud architecture and data governance practices that reduce risk\, cost\, and staff disruption during technology migration. \n\n\nApply pre-migration planning strategies to establish a standardized\, secure data foundation that enables future agentic AI adoption and governance. \n\n\nPresented by: Tobin Conley\, CAE\, CIP\, Director of Research & Learning\, DelCor Technology Solutions\, Chris Ecker\, CTO\, DelCor Technology Solutions\, and Jennifer Brearey\, Chief Financial and Operating Officer\, Advamed – Advanced Medical Technology Association \nNASBA Field of Study: Information Technology\nCAE Domain: Operations \n\n11:10 AM – 11:20 AM: Vendor Spotlight: Association and Nonprofit leaders — FAR Roundtable & USTEducation.org are Your Leading Source for AI\, Finance and Technology content in 2026 \nPresented by: FAR Roundtable and USTEducation.org \nDescription: FAR Roundtable and USTEducation.org bring association and non profit executives rich education content throughout the year on topics around AI\, finance and technology presented by subject matter experts from both the Association leadership side as well as service-technology organizations. As always\, content will be CPE and CAE credit eligible for all attendees. FAR Roundtable is the area’s only association dedicated exclusively to nonprofit business leaders for the past 40+ years. USTEducation.org\, a conference every week for association and non profit executives and staff providing live-virtual professional education with CPE and CAE credit at no cost. \n\n11:20 AM – 11:30 AM: Morning Break \n\n11:30 AM – 12:30 PM: Panel: The Relevance Engine: How Associations are Using AI platforms and AI Agents to Modernize — Perspectives from Association Executives in the Trenches \nCourse Description \n\n\nThis executive panel explores the strategic shift toward Agentic AI—where software performs complex\, multi-step tasks to drive member value and operational efficiency. Learn how leading associations are integrating AI platforms and custom AI Agents into their technology stack and other software platforms to deliver hyper-personalized member experiences\, streamline complex industry processes\, and ultimately increase the relevance and impact of the association in the market it serves. \n\n\nLearning Objectives \n\n\nAnalyze how associations are AI Agents to modernize operations and increase organizational relevance. \n\n\nEvaluate strategic use cases for Agentic AI that drive member value\, personalization\, and operational efficiency. \n\n\nAssess how integrating AI tools into existing technology stacks supports long-term impact and mission alignment. \n\n\nModerated by: Wade Tetsuka\, President\, U.S. Transactions Corp \nPanelist: Karim Guirguis\, COO\, American Bankruptcy Institute and TBA and Katherine Bayless CAE\, Senior Director\, Data & Analytics\, Consumer Technology Assoc \nNASBA Field of Study: Information Technology\nCAE Domain: Organizational Strategy \n\n12:30 PM – 12:40 PM: USTPay Vendor Spotlight \nDescription: USTPay is our merchant services division which is an embedded payment processing solution in Dynamics 365 and other AMS platforms designed to significantly drive down the cost of Visa/MasterCard fees\, improve fraud control\, reduce manual tasks such as reconciliation\, and end your customer service frustrations. \nPresented by: U.S. Transactions Corp. \n\n12:40 PM – 1:45 PM: Networking Lunch \n\n1:45 PM – 2:45 PM: Hyper-Automation for Mission: Low-Code Portals and AI for Program & Member Workflows \nCourse Description \nThis practical session focuses on leveraging Low-Code/No-Code platforms to build bespoke solutions for Nonprofits and Associations. Learn to use AI and AI Agents to automate complex programmatic workflows\, including the creation of secure portals for Member\, Volunteer\, and Grant Management. We will demonstrate how to streamline approvals\, coordinate resources intelligently\, and ensure your low-code solutions adapt perfectly to your mission’s unique needs. \nLearning Objectives \n\n\nDesign low-code solutions to automate programmatic workflows for members\, volunteers\, and grants. \n\n\nApply AI tools to streamline approvals\, coordinate resources\, and enhance operational efficiency. \n\n\nEvaluate low-code portals to ensure they align with mission objectives and adapt to organizational needs. \n\n\nPresented by: Dustin Sitton\, Principal\, Incite Automation \nNASBA Field of Study: Information Technology\nCAE Domain: Operations \n\n2:45 PM – 3:00 PM: Afternoon Break \n\n3:00 PM – 4:00 PM: No-Code AI Agents: Easily Connecting Automation to Your Business Applications \nCourse Description \nThis session tackles the complexity of AI deployment by introducing the concept of an AI orchestration platform. John Buccola will demonstrate how this platform simplifies the creation of sophisticated AI Agents (not just chatbots) that automate multi-step processes. The focus will be on the ease of connecting the AI orchestration layer with your existing financial (ERP)\, membership (AMS)\, and engagement (CRM) systems\, or other commonly used business application software—allowing non-technical leaders to deploy custom AI solutions rapidly\, securely\, and at scale to drive operational growth. \nLearning Objectives \n\n\nExplain how AI orchestration platforms can automate multi-step business processes across ERP\, AMS\, and CRM systems. \n\n\nApply low-code/no-code AI Agents to streamline operations and drive organizational efficiency. \n\n\nEvaluate the integration of AI solutions with existing business applications to ensure secure\, scalable deployment aligned with strategic goals. \n\n\nPresented by: John Buccola\, CTO and Chief Growth Officer\, TMC – The AI First Microsoft Partner \nNASBA Field of Study: Information Technology\nCAE Domain: Operations \n\n4:00 PM – 4:30 PM: Closing Remarks \nA final Q&A panel with speakers and a closing announcement from DCI. \n\n4:30 PM – 6:30 PM: Happy Hour & Appetizers \n\nHosted by: U.S. Transactions Corp.\, Wipfli Advisory LLC\, DelCor Technology Solutions\, Incite Automation\, and TMC\nLocation: Hyatt Hotel\, Awbrey & Sons Lounge\, 1325 Wilson Blvd.\, Arlington\, VA (across from Microsoft Building)\n\nAn opportunity for continued networking and conversation in a relaxed setting. \n\n\nTo RSVP to this event click HERE \n\n\n  \n 
URL:https://usteducation.org/event/summitroadshow-association-nonprofit-executive-briefing-on-ai-finance-and-technology-q1-2026/
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