Government & Nonprofit · Live online
Public Sector Rewired: Technology, Stewardship, and Doing More With Less
Government and Non-Profit
- When
- May 26, 2027
- Format
- Live online · 1 day · Central Time
- CPE
- Up to 8 credits
- Price
- $299 Early-bird pricing coming soon Payable with CPE Today credits · credit packages coming soon
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Proposed Agenda
All times Central Time. Sessions, times and credits may change before the conference.
The Constrained Tech Stack: Legacy Systems, Thin Budgets, and Real Options
What the government and nonprofit systems landscape actually looks like including legacy ERPs and unused tools. How to see your own stack clearly and pick the two things worth fixing this year.
Learning Objectives
- Identify the common components and hidden costs of a legacy technology stack in the public sector.
- Evaluate existing software tools to determine which systems are serving the mission and which are creating technical debt.
- Apply a prioritization framework to select two high-impact technology improvements that fit within a constrained budget.
- Discuss strategies for communicating technology needs to stakeholders when resources are limited.
- Field of study
- Information Technology
- Level
- Intermediate
- Prerequisites
- Experience working in a government or nonprofit finance or operations department.
- Advance preparation
- None
- Delivery method
- Group Internet Based
Choose one of 2 sessions
Excel and Power Query for Fund and Grant Accounting
Hands-on build covering allocations across funds and programs, grant drawdown and burn tracking, indirect cost calculations, and SEFA prep using refreshable queries.
Learning Objectives
- Identify the steps to connect and transform raw general ledger data using the Power Query editor.
- Apply automated transformation rules to allocate expenses across multiple funds and programs.
- Construct a refreshable grant burn-rate tracker that updates automatically when new data is imported.
- Organize disparate data sources into a standardized format suitable for SEFA reporting.
- Formulate automated calculations for indirect cost recoveries based on modified total direct costs.
- Field of study
- Computer Software and Applications
- Level
- Intermediate
- Prerequisites
- Experience managing fund-based ledgers and a working knowledge of Excel formulas like VLOOKUP or SUMIFS.
- Advance preparation
- Participants should ensure they have the Power Query add-in enabled or are using a version of Excel (2016 or later) where it is built-in. A basic understanding of relational data concepts is helpful.
- Delivery method
- Group Internet Based
Automating Grant and Award Compliance
Tracking requirements, deadlines, and reporting across multiple funders, including sub-recipient monitoring and building audit trails.
Learning Objectives
- Identify common compliance risks in grant management that lead to audit findings or lost funding.
- Design an automated tracking workflow that triggers alerts for reporting deadlines and performance milestones.
- Implement a standardized documentation process for sub-recipient monitoring to ensure consistent oversight.
- Construct a digital audit trail that links financial transactions directly to specific grant requirements.
- Evaluate internal controls for grant compliance to determine where automation can replace manual verification steps.
- Field of study
- Accounting (Governmental)
- Level
- Intermediate
- Prerequisites
- A working knowledge of government or non-profit grant accounting principles and familiarity with standard reporting requirements.
- Advance preparation
- Participants should review their organization's current grant tracking spreadsheets and existing award letters to identify recurring reporting bottlenecks.
- Delivery method
- Group Internet Based
Choose one of 2 sessions
Dashboards for Boards, Councils, and the Public
Building reports a board member or citizen can read, transparency portals, and open data expectations without a full-time analyst.
Learning Objectives
- Identify the core financial and operational metrics that provide the most value to board members and citizens.
- Determine the appropriate level of data granularity for public-facing transparency portals.
- Select cost-effective dashboarding tools that integrate with existing public sector systems.
- Apply design principles that ensure reports are accessible and understandable for non-financial stakeholders.
- Field of study
- Computer Software and Applications
- Level
- Intermediate
- Prerequisites
- General familiarity with organizational performance metrics and basic spreadsheet reporting.
- Advance preparation
- None
- Delivery method
- Group Internet Based
Connecting the Stack Without a Budget: Integrations and Low-Cost Automation
Getting the payroll system, the AP tool, the CRM, and the general ledger to talk using nonprofit pricing tiers and native connectors.
Learning Objectives
- Identify native integration capabilities within common public sector accounting and CRM software.
- Analyze the cost-benefit ratio of third-party automation tools versus manual data reconciliation.
- Evaluate the security implications of connecting cloud-based applications through API keys and webhooks.
- Determine which workflows are the best candidates for low-cost automation based on volume and complexity.
- Field of study
- Information Technology
- Level
- Intermediate
- Prerequisites
- A basic understanding of the organizational software stack and general accounting workflows.
- Advance preparation
- None
- Delivery method
- Group Internet Based
Choose one of 2 sessions
You Are a Target: Ransomware, Payment Fraud, and the Underfunded Defense
Why government and nonprofit organizations top the target lists, what a realistic defense looks like on a small budget, and the first hour after an incident.
Learning Objectives
- Identify the specific organizational traits that make government and nonprofit entities high-priority targets for cybercriminals.
- Evaluate low-cost internal controls and configurations that mitigate the risk of payment fraud and unauthorized wire transfers.
- Outline a structured immediate-response plan for the first sixty minutes following the discovery of a ransomware event.
- Distinguish between high-impact security practices and expensive, low-return technology investments.
- Field of study
- Information Technology
- Level
- Intermediate
- Prerequisites
- A basic understanding of organizational internal controls and common digital communication tools.
- Advance preparation
- None
- Delivery method
- Group Internet Based
Protecting Donor, Constituent, and Employee Data
Records requests, retention rules, PII handling, vendor due diligence, and the privacy expectations that come with public and philanthropic money.
Learning Objectives
- Identify common types of personally identifiable information that require protection in public sector and nonprofit environments.
- Analyze the balance between public records requests and the privacy rights of constituents and employees.
- Evaluate vendor due diligence checklists to ensure third-party partners meet organizational security standards.
- Determine appropriate data retention periods based on regulatory requirements and operational needs.
- Field of study
- Information Technology
- Level
- Intermediate
- Prerequisites
- A basic understanding of data storage practices and common regulatory requirements in the nonprofit or government sectors.
- Advance preparation
- Review current organizational data retention policies and recent vendor contracts.
- Delivery method
- Group Internet Based
AI in Government and Nonprofit Finance: Practical, Permissible, and Defensible
Where AI helps with grant narratives, RFP review, and invoice extraction, balanced against public accountability, data governance, and procurement realities.
Learning Objectives
- Identify specific financial workflows where AI tools provide immediate efficiency gains without violating data privacy standards.
- Evaluate the ethical and regulatory considerations of using generative models in grant writing and public reporting.
- Develop a defensible framework for AI procurement that satisfies public sector transparency and accountability requirements.
- Determine the risks associated with data bias and algorithmic decision-making in the context of fund accounting and resource allocation.
- Field of study
- Information Technology
- Level
- Intermediate
- Prerequisites
- Experience working in government or nonprofit financial management.
- Advance preparation
- None
- Delivery method
- Group Internet Based
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