Hi everyone!

The time has come for Greg and I to share our top three discussion topics for Interchange with the AICPA, and we’d love your input before we finalize anything.

The topics don’t necessarily have to come from the list below - these are just ideas to help get the conversation started:

• Financial Systems & Technology (Sage Intacct, etc.)
• Cybersecurity & Financial Data Risk Management
• Financial Sustainability in a Changing Membership Landscape
• Using Data & KPIs for Strategic Decision-Making
• Budgeting, Forecasting, & Financial Reporting
• Internal Controls & Fraud Prevention for Small Organizations

I know we covered AI and outsourcing last year, but we can certainly expand on those topics if you’d like more discussion or deeper dives.

Please share your top three topics you think would be most valuable for discussion.

Thank you all!