Maximising Impact: Harnessing Cloud Accounting and AI for Charities

FREE Workshop for UK Charities & Foundations

Date: 6th March 2025
Time: 1:00 PM - 2:00 PM (GMT)

Overview:
Running a charity requires efficient financial and operational management. In this workshop, AccountsPro Director,  Jonathan Levy and Matthew Simons, CEO of AI Catalyst Partners, will guide participants through the vast capabilities of Xero and the transformative potential of AI. Jonathan will demonstrate how to tailor Xero’s features to meet the unique needs of charities, while Matthew will demystify AI and explore how AI can enhance efficiency and decision-making. By the end of this session, attendees will gain practical insights into leveraging automation, tools and AI to streamline operations and drive greater impact.

Part 1: Jonathan Levy will delve into optimising financial management with Xero, offering practical strategies to enhance reporting, budgeting, and forecasting.

Key areas of focus include:

• Crafting bespoke reports directly within Xero.
• Exploring Xero reporting add-ons to support budgeting and forecasting, eliminating the need for complicated Excel spreadsheets.
• Implementing integrated Xero reporting directly in Excel for advanced financial analytics and monthly board reports.

Jonathan will showcase practical, time-saving solutions and best practices that allow charities to gain clearer insights and streamline financial processes with ease.

Part 2: Matthew will demystify AI and explore how it can help charities to operate more effectively.

His session will cover:

• Demystifying AI: An introduction to fundamental AI concepts and terminology, addressing common misconceptions, ethics, job displacement concerns, and the quality of AI outputs.
• Practical Applications of AI: Discover actionable ways AI can support various functional areas within a charitable organisation.
• Responsible AI: Understand responsible and ethical principles, compliance obligations, and strategies to mitigate inherent risks when integrating AI into your organisation.

Matthew’s insights will help participants feel confident in adopting AI responsibly, ensuring it becomes a powerful tool for sustainable growth.

Who Should Attend?

• Charity CEOs and COOs
• Charity Chairs
• Board Members
• Charity Finance Directors (FDs)

About the Presenters:

Jonathan Levy:
Jonathan leads AccountsPro's outsourced finance and FD advisory services, catering to not-for-profit clients across the UK and internationally. Beginning his journey in general accountancy in 2007, he transitioned to the industry by first taking on a Financial Controller role for an international charity. This was soon followed by pivotal FD and CFO positions in both commercial and non-commercial organisations. With his extensive experience on senior management teams and overseeing small to medium-sized entities, Jonathan possesses a depth of interdisciplinary knowledge that is invaluable to charities and foundations.

Matthew Simons:
Matthew is a digital transformation veteran and AI enthusiast who's been riding the waves of technological change for over two decades. As the founder of AI Catalyst Partners, he helps organisations accelerate productivity and deliver sustainable growth by harnessing the transformative power of AI and automation.

This workshop promises to deliver practical, actionable insights that will empower charities to harness both financial and technological tools for long-term success.

Reserve your spot today and take the next step in optimising your charity's operations!