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DTSTART;TZID=America/Detroit:20260901T140000
DTEND;TZID=America/Detroit:20260901T145000
DTSTAMP:20260807T010439Z
CREATED:20260807T010437Z
LAST-MODIFIED:20260807T010439Z
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260910T130000
DTEND;TZID=America/Detroit:20260910T135000
DTSTAMP:20260808T040624Z
CREATED:20260806T231015Z
LAST-MODIFIED:20260808T040624Z
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260910T140000
DTEND;TZID=America/Detroit:20260910T145000
DTSTAMP:20260808T040831Z
CREATED:20260807T014914Z
LAST-MODIFIED:20260808T040831Z
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270318T093000
DTEND;TZID=America/Detroit:20270318T102000
DTSTAMP:20260808T040725Z
CREATED:20260807T025815Z
LAST-MODIFIED:20260808T040725Z
UID:10007010-1805362200-1805365200@sc.cpa
SUMMARY:(LITE08R/27) AI Clinic: Spreadsheet Formula Help (with Validation) - Updated 2027
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/lite08r-27-ai-clinic-spreadsheet-formula-help-with-validation-updated-2027/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270413T083000
DTEND;TZID=America/Detroit:20270413T092000
DTSTAMP:20260811T040825Z
CREATED:20260807T002123Z
LAST-MODIFIED:20260811T040825Z
UID:10006691-1807605000-1807608000@sc.cpa
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\n• Apply 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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270413T093000
DTEND;TZID=America/Detroit:20270413T102000
DTSTAMP:20260811T041224Z
CREATED:20260806T232515Z
LAST-MODIFIED:20260811T041224Z
UID:10006606-1807608600-1807611600@sc.cpa
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\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/lite09r-27-ai-clinic-policy-compliant-use-cases-for-firms-updated-2027/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270610T140000
DTEND;TZID=America/Detroit:20270610T154000
DTSTAMP:20260808T040631Z
CREATED:20260806T235014Z
LAST-MODIFIED:20260808T040631Z
UID:10006637-1812636000-1812642000@sc.cpa
SUMMARY:(LITE18/27) AI for CPAs: Practical Workflows + Guardrails
DESCRIPTION:Event Description\nLearn 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. \nObjectives\n• 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.
URL:https://sc.cpa/event/lite18-27-ai-for-cpas-practical-workflows-guardrails/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270615T145000
DTEND;TZID=America/Detroit:20270615T154000
DTSTAMP:20260808T040838Z
CREATED:20260807T000124Z
LAST-MODIFIED:20260808T040838Z
UID:10006653-1813071000-1813074000@sc.cpa
SUMMARY:(LITE06R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely - Updated 2027
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\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/lite06r-27-ai-clinic-creating-meeting-notes-action-plans-safely-updated-2027/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
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