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Tuesday, July 23  |  11:00 a.m. - 12:40 p.m.  |  Concurrent Session

Artificial Intelligence Implemented the Right Way

2 CPE for AFSP, EA, CFP®, CPA, CRTP

AI is one of the hottest buzzwords in the industry right now, but with its usage comes ethical and security-related requirements. Looking at strategies and implementation opportunities, we will perform a cost-benefit analysis on its possible impact. Will include hands-on demonstrations. 

Objectives
Upon completion of this session, you will be able to:

  • Understand the ethical impact of the usage of AI in your firm, from marketing to client management and representation 

  • Understand the security-related impact of using AI and the risks of improper data management 

  • Build basic AI-related prompts and scripts to use properly within your firm’s ethical bounds 

  • Design a plan for implementing AI correctly and safely in your firm

CPE information
Duration: 100 minutes
Course level: Update
Prerequisite: Basic understanding of AI
Advanced preparation: None
Delivery method: Group Live

Brad Messner

Owner of M & J Tax Service

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