Many association executives sit on decades’ worth of strategic intelligence — and barely use it.
IRS Form 990 and audited financial statements are public, structured and richly detailed; yet, most organizations treat them as compliance artifacts rather than decision-making tools. As leadership teams navigate digital transformation, AI adoption and shifting member expectations, they need insight that is role-aware, fast and strategically aligned.
Generative AI has the potential to fill that gap — but only when paired with intentional prompt and context design. This article shows how a structured prompting system, applied to Form 990 and audit data, can generate executive-ready briefings tailored to roles like CIO, CFO or board chair. Through persona-aware prompts, structured prompt design and cross-model testing, associations can turn overlooked data into an asset for strategic onboarding, planning and governance.
Please select this link to read the complete article from ASAE's Center for Association Leadership.