AI is already showing up in foundation work, sometimes formally and sometimes quietly through everyday tools. The real risk is not adoption; it is ungoverned adoption. AI only performs as well as the data and controls behind it. When those foundations are strong, AI can elevate analysis, improve decision consistency and free teams to focus more energy on advancing the mission.
In this session, we will share a practical framework for governing data first, adding lightweight AI guardrails and reinforcing both with a focused set of cybersecurity fundamentals. We will close with simple prompt techniques that help teams produce clearer, more repeatable results.
Tuesday, March 24, 2026
12:00 p.m. – 1:00 p.m. EDT
Key Takeaways:
- How governing data first enables safer AI adoption and more reliable outputs
- The essential roles and guardrails required to scale AI responsibly
- A focused set of security fundamentals that reduce disruption and protect day-to-day work
- Simple prompt techniques that strengthen analysis and produce more consistent results
Who Should Attend:
Private Foundation Executives, NFP Executives, Foundation Board Members, Controllers, Chief Financial Officers, Program Officers and other Professional Service Providers.
Featured Speaker:
Thomas J. DeMayo, CISSP, CISA, CIPP/US, CRISC, CEH, CHFI, CCFE
Partner, Cybersecurity and Privacy Advisory
Hosts:
Scott Brown, CPA, Partner
Michael Koenecke, CPA, Partner
CPE Credit:
1 CPE credit in Information Technology
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Delivery Method: Group Internet Based
For information regarding complaint and/or program cancellation policies, please contact l&dsupport@pkfod.com.
PKF O’Connor Davies 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 the 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