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DTSTART;TZID=America/Detroit:20260910T140000
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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:20260910T130000
DTEND;TZID=America/Detroit:20260910T135000
DTSTAMP:20260909T235011Z
CREATED:20260806T231015Z
LAST-MODIFIED:20260909T235011Z
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:20260901T140000
DTEND;TZID=America/Detroit:20260901T145000
DTSTAMP:20260831T235015Z
CREATED:20260807T010437Z
LAST-MODIFIED:20260831T235015Z
UID:10006763-1788271200-1788274200@sc.cpa
SUMMARY:(LITE06/27) AI Clinic: Creating Meeting Notes + Action Plans Safely
DESCRIPTION:Event Description\nLearn 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. \nObjectives\n\nApply safe prompting techniques to generate accurate meeting notes without exposing sensitive information. \nUse AI to identify and organize decisions\, action items\, responsibilities\, and deadlines from meeting discussions. \nCreate professional post-meeting summaries and follow-up plans that improve accountability and workflow efficiency.
URL:https://sc.cpa/event/lite06-27-ai-clinic-creating-meeting-notes-action-plans-safely/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
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