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AI for Smarter Agreements & Document Review

  • 1901 E. 4th Street, Suite 100 Santa Ana, CA 92705 (map)

Boost efficiency and accuracy by leveraging ChatGPT to review contracts, compare agreements, draft amendments, and analyze applications.
In today’s fast-paced nonprofit sector, efficiency and accuracy in contract management and application analysis are critical. This hands-on workshop will teach nonprofit professionals how to leverage ChatGPT to streamline contract review, compare agreements, draft amendments, and analyze applications. Participants will also learn how to craft effective prompts to maximize ChatGPT’s potential, ensuring clear, accurate, and relevant AI-generated insights.

Through real-world examples and interactive exercises, attendees will gain practical skills to enhance decision-making, reduce administrative burdens, and improve contract and application workflows with AI-powered support.

Learning Objectives: By the end of this workshop, participants will be able to:

  1. Review Contracts Efficiently – Use ChatGPT to identify key terms, potential risks, and compliance issues within contracts.

  2. Compare Contracts with Precision – Analyze multiple contracts to detect differences, inconsistencies, and potential negotiation points.

  3. Draft and Revise Amendments – Generate contract amendments and revisions tailored to organizational needs.

  4. Analyze Applications Effectively – Utilize AI to assess grant applications, volunteer applications, or funding proposals for alignment with organizational criteria.

  5. Craft Effective AI Prompts – Develop precise and structured prompts to receive accurate and actionable AI-generated responses.

Who Should Attend: This workshop is ideal for all nonprofit professionals, including those involved in legal review, grant management, fundraising, event planning, operations, and more, who want to integrate AI into their workflow for greater efficiency and impact.

Robert Coleman

Meet Your Trainer: Robert Coleman

Robert Coleman- Born and raised in England, Robert Coleman brings over 30 years of executive leadership experience in the nonprofit sector. With a background in electronics, he furthered his education with a postgraduate diploma in management studies and an MBA. Throughout his career, Robert has served as CEO for organizations focused on youth homelessness, reentry programs, drug and alcohol treatment, and health & wellness initiatives.

Currently, Robert oversees 50 fiscal projects, the Nonprofit Learning Center, and membership services at OneOC. His expertise in strategic leadership, program development, and organizational growth makes him a valuable facilitator, dedicated to empowering nonprofit professionals with the tools and knowledge to drive meaningful impact.

 


from $69.00

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