(LITE06/27) AI Clinic: Creating Meeting Notes + Action Plans Safely

Learn how to use AI to generate clear meeting notes and actionable follow-ups without exposing sensitive information. This clinic focuses on safe prompting techniques that help capture decisions, responsibilities, and next steps accurately. You'll gain practical examples to streamline post-meeting work while maintaining professional and ethical standards.

Non Member: $75
Credit Hours: 1

(LITE08/27) AI Clinic: Spreadsheet Formula Help (with Validation)

Learn 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.

Non Member: $75
Credit Hours: 1

(LITE09/27) AI Clinic: Policy-Compliant Use Cases for Firms

Learn 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.

Non Member: $75
Credit Hours: 1