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DTSTART;TZID=America/Detroit:20260910T130000
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UID:10006584-1789045200-1789048200@sc.cpa
SUMMARY:(LITE08/27) AI Clinic: Spreadsheet Formula Help (with Validation)
DESCRIPTION:Event Description\nLearn how to use AI to draft and troubleshoot spreadsheet formulas more efficiently while ensuring results are correct. This clinic focuses on prompting techniques that generate formulas plus built-in validation steps to catch errors and logic issues. You’ll leave with practical examples you can confidently apply to real-world spreadsheets. \nObjectives\n• Apply AI to a real workflow; verify results; document safe use. • Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. • Apply cybersecurity and data protection controls to reduce breach and fraud risk.
URL:https://sc.cpa/event/lite08-27-ai-clinic-spreadsheet-formula-help-with-validation/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
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DTSTART;TZID=America/Detroit:20260910T140000
DTEND;TZID=America/Detroit:20260910T145000
DTSTAMP:20260909T235006Z
CREATED:20260807T014914Z
LAST-MODIFIED:20260909T235006Z
UID:10006846-1789048800-1789051800@sc.cpa
SUMMARY:(LITE09/27) AI Clinic: Policy-Compliant Use Cases for Firms
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\n• Apply 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/lite09-27-ai-clinic-policy-compliant-use-cases-for-firms/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
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DTSTART;TZID=America/Detroit:20260917T083000
DTEND;TZID=America/Detroit:20260917T092000
DTSTAMP:20260807T030837Z
CREATED:20260807T030837Z
LAST-MODIFIED:20260807T030837Z
UID:10007044-1789633800-1789636800@sc.cpa
SUMMARY:(LITE20/27) Art of the Perfect Prompt
DESCRIPTION:Event Description\nAI can save time\, but only when the prompt is clear enough to produce useful work. This post-session toolkit gives CPAs a practical framework for turning vague AI requests into structured\, review-ready drafts. Participants will learn how to use the CLEAR+R method to define context\, audience\, format\, and guardrails before asking AI to create\, summarize\, review\, or refine work. The result is a repeatable prompting process that supports clearer communication\, reduced rework\, and stronger professional review habits. \nObjectives\n• Identify the six CLEAR+R prompt components and explain how each improves AI output quality. • Build a complete prompt brief for a real CPA task using context\, lens\, end goal\, audience\, result format\, and rules. • Apply must and must-not rules to reduce unsupported assumptions\, invented facts\, and professional review risk. • Use refinement prompts to improve\, critique\, and triage AI-generated drafts before relying on them. • Convert successful prompts into reusable templates for recurring CPA communication\, delegation\, and review tasks. 
URL:https://sc.cpa/event/lite20-27-art-of-the-perfect-prompt/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE%2C CCNA%2C CISSP%2C MCSE":MAILTO:chris@sc.cpa
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