CPAacademy.org | FROM CHAOS TO CONTROL: FINANCIAL AUTOMATION TACTICS

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From Chaos to Control: Financial Automation Tactics for Non-Profit Leaders

Business Management and Organization

FROM CHAOS TO CONTROL: FINANCIAL AUTOMATION TACTICS FOR NON-PROFIT LEADERS

Available Date(s)

Thursday, April 24, 2025: 3:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Nonprofit Professional

Course Description

In an environment of shifting donor priorities and uncertain funding, non-profit finance leaders and CFOs are under pressure to stretch every dollar without compromising mission impact. Yet, many organizations still rely on outdated, manual processes that hinder agility and increase overhead.

This webinar will uncover how automation, AI-powered expense tracking, and digital spend controls transform non-profit financial operations. Attendees will gain actionable strategies to cut costs, boost efficiency, and align financial practices with their organization’s strategic goals - even in unpredictable times. This session is designed for CFOs, finance executives, and accounting leaders who want to improve efficiency, leverage automation, and elevate their strategic role in the organization.

Learning Objectives

Identify the financial risks non-profits face during economic fluctuations and evaluate methods to address them effectively
Outline best practices for establishing a strong non-profit spend policy, including key controls to implement and strategies for fostering informed decision-making
Describe real-world examples of non-profits that have successfully streamlined finance operations to allocate more resources for mission-critical initiatives
Compile a comprehensive paper trail of all business expenses that integrates directly with ERP systems for optimal visibility and spend control

Andrew Horrow, CPA

Finnovate for Good
Founder and Partner
[email protected]

Andrew Horrow is currently the Director of Finance at Fifth Avenue Committee and Founder and Partner at Finnovate for Good. He has 15 years of experience serving non-profit and public sector organizations. He is versed in various aspects of internal and external reporting, grants management and procurement, system implementations, and accounting system automation design. He also has experience in dealing with tax matters for exempt organizations, payroll tax considerations, and other filings. Andrew previously served as Director of Forvis Mazars’ Non-Profit Advisory Services practice and helped create the Non-Profit Digital Technology Strategy and Innovation Team. He is certified in Blackbaud Financial Edge NXT and has intimate knowledge and training on many GL, AP, Budgeting, Purchasing, and Fixed Asset Platforms. He is a member of the American Institute of CPAs and is a licensed CPA in New York and Pennsylvania. Andrew is a graduate of Muhlenberg College, Allentown, Pennsylvania, with a B.A. degree in accounting and finance.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Sponsor

PEX is an all-in-one corporate card and expense management platform. We empower finance teams to efficiently manage company and employee spend, resulting in improved productivity, compliance, and more time to focus on high-value tasks.

Companies across industries like construction, non-profit, and education choose PEX for our breadth of payment options, flexible platform to suit any business need, and best-in-class customer service. Our technology gives businesses the control and visibility they need to scale confidently and operate more efficiently.