Doing More With Less: Financial Planning, Innovation, and AI for Nonprofit and Healthcare Companies

Nonprofit leaders today are facing unprecedented pressure from funding shortages, delayed grants, rising service demand, and stretched teams are forcing organizations to rethink how they operate. Many are being asked to do more with less without compromising the quality of care and support their communities rely on. This executive morning discussion brings together nonprofit leaders, healthcare professionals, and technology specialists to explore current challenges and opportunities facing the healthcare industry, including managing cash flow, planning for both immediate and long-term financial needs, and understanding how AI and automation can help organizations reduce operational costs while strengthening their mission delivery. Through interactive discussion, attendees will walk away with practical strategies for navigating funding challenges, modernizing operations, and using AI responsibly to improve outcomes for the people they serve. Event Agenda 8:30 – 9:00 AM Networking Breakfast & Arrival 9:00 - 9:15 AM Welcome and Opening Remarks from Frank Casale , Founder of Tranquilla…