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 AI and Brian Sackstein, Healthcare and Not-For-Profit Practice Leader at Anchin
9:15 – 9:45 AM
Navigating Funding Shortages - Financial Planning for Now and the Future ft. Anchin
9:45 – 10:15 AM
Efficiency with Empathy: Leveraging Empathic AI to Reduce Costs Without Reducing Compassion ft Tranquilla AI
10:15 – 10:30 AM
Networking Break
10:30 - 11:15 AM
AI Tech Showcase: Top AI Experts Talk AI Innovation and Efficiencies.
11:15 AM – 12:00 PM
Open discussion, networking, and closing remarks

Produced by Tranquilla AI in association with Anchin
Tranquilla is a compassionate, always-available AI that delivers safe, non-clinical emotional support—providing comfort, guidance, and connection exactly when and where people need it most.
Anchin is a full-service accounting, tax, and advisory firm specializing in the nonprofit sector, offering a dedicated team that helps organizations navigate complex financial issues and identify optimized tax savings opportunities. Their professionals support nonprofits with auditing and compliance for government funding sources and guide them through the complexities of today’s regulatory and funding environments.
Sponsored by:
Forchelli Deegan Terrana LLP: A FULL SERVICE LAW FIRM. Our top-tier attorneys are known problem solvers who work together across all practice areas to develop innovative, practical solutions that deliver real world results.