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DTSTART;TZID=America/Detroit:20270413T083000
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SUMMARY:(LITE02R/27) AI Clinic: Drafting Client Emails with Safe Prompts - Updated 2027
DESCRIPTION:Event Description\nLearn how to use AI to draft clear\, professional client emails while protecting confidentiality and avoiding risk. This clinic walks through practical\, ready-to-use prompts that help you save time without sacrificing accuracy or tone. You’ll leave with examples you can confidently apply to everyday client communications. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards.
URL:https://sc.cpa/event/lite02r-27-ai-clinic-drafting-client-emails-with-safe-prompts-updated-2027/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
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DTSTART;TZID=America/Detroit:20270413T093000
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SUMMARY:(LITE09R/27) AI Clinic: Policy-Compliant Use Cases for Firms - Updated 2027
DESCRIPTION:Event Description\nLearn how firms are using AI in practical\, policy-aligned ways that support efficiency without increasing risk. This clinic highlights real-world use cases that respect confidentiality\, professional standards\, and firm governance. You’ll leave with clear examples your organization can adapt confidently and responsibly. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Strengthen incident response readiness and communication workflows. Design practical policies (WISP/AI) and implementation checklists for teams and vendors.
URL:https://sc.cpa/event/lite09r-27-ai-clinic-policy-compliant-use-cases-for-firms-updated-2027/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
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