Event Description

Learn how CPAs are using AI in everyday workflows while staying within professional and ethical boundaries. This session highlights practical use cases paired with clear guardrails to protect accuracy, confidentiality, and judgment. You’ll leave with actionable ideas you can apply immediately and responsibly in your role.

Objectives

Apply AI to workflows; verify outputs; protect confidentiality; document use. Use AI and analytics responsibly with verification, documentation, and confidentiality safeguards. Apply cybersecurity and data protection controls to reduce breach and fraud risk. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Strengthen incident response readiness and communication workflows.