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DTSTART;TZID=America/Detroit:20260708T083000
DTEND;TZID=America/Detroit:20260708T092000
DTSTAMP:20260630T212517Z
CREATED:20260515T010133Z
LAST-MODIFIED:20260630T212517Z
UID:10005700-1783499400-1783502400@sc.cpa
SUMMARY:(LITE02/27) AI Clinic: Drafting Client Emails with Safe Prompts
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/lite02-27-ai-clinic-drafting-client-emails-with-safe-prompts/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260714T132000
DTEND;TZID=America/Detroit:20260714T141000
DTSTAMP:20260626T041136Z
CREATED:20260515T010612Z
LAST-MODIFIED:20260626T041136Z
UID:10005747-1784035200-1784038200@sc.cpa
SUMMARY:(LITE03/27) AI Clinic: Summarizing Guidance with Verification Steps
DESCRIPTION:Event Description\nLearn how to use AI to summarize technical and professional guidance clearly while ensuring accuracy and reliability. This clinic focuses on adding verification steps so AI-generated summaries can be confidently reviewed and validated before use. You’ll gain practical techniques to save time without risking misinterpretation or errors. \nObjectives\nRecall the advantages of creating IRS Tax Pro Accounts
URL:https://sc.cpa/event/lite03-27-ai-clinic-summarizing-guidance-with-verification-steps/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260804T130000
DTEND;TZID=America/Detroit:20260804T135000
DTSTAMP:20260626T041016Z
CREATED:20260515T010013Z
LAST-MODIFIED:20260626T041016Z
UID:10005685-1785848400-1785851400@sc.cpa
SUMMARY:(LITE04/27) AI Clinic: Building a Tax/Audit Checklist with AI
DESCRIPTION:Event Description\nLearn how to use AI to create structured\, reliable tax and audit checklists tailored to your work. This clinic shows how to prompt AI effectively to surface key steps\, questions\, and documentation needs while maintaining professional judgment. You’ll leave with practical examples you can adapt to planning\, compliance\, and review processes. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. Strengthen incident response readiness and communication workflows.
URL:https://sc.cpa/event/lite04-27-ai-clinic-building-a-tax-audit-checklist-with-ai/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260901T140000
DTEND;TZID=America/Detroit:20260901T145000
DTSTAMP:20260626T041128Z
CREATED:20260515T011324Z
LAST-MODIFIED:20260626T041128Z
UID:10005838-1788271200-1788274200@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
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:20260626T041128Z
CREATED:20260515T011615Z
LAST-MODIFIED:20260626T041128Z
UID:10005849-1789045200-1789048200@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\nApply 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:20260626T041016Z
CREATED:20260617T192509Z
LAST-MODIFIED:20260626T041016Z
UID:10006529-1789048800-1789051800@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\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/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:20260626T041127Z
CREATED:20260515T005515Z
LAST-MODIFIED:20260626T041127Z
UID:10005625-1805362200-1805365200@sc.cpa
SUMMARY:(LITE08R/27) AI Clinic: Spreadsheet Formula Help (with Validation) - Rebroadcast
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\nApply 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-policy-compliant-use-cases-for-firms-rebroadcast/
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:20260515T041337Z
CREATED:20260515T011114Z
LAST-MODIFIED:20260515T041337Z
UID:10005801-1807605000-1807608000@sc.cpa
SUMMARY:(LIET02R/27) AI Clinic: Drafting Client Emails with Safe Prompts - Rebroadcast
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/liet02r-27-ai-clinic-drafting-client-emails-with-safe-prompts-rebroadcast/
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:20260626T041133Z
CREATED:20260528T152516Z
LAST-MODIFIED:20260626T041133Z
UID:10005881-1807605000-1807608000@sc.cpa
SUMMARY:(LITE02R/27) AI Clinic: Drafting Client Emails with Safe Prompts - Rebroadcast
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-rebroadcast/
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:20260626T041126Z
CREATED:20260515T010209Z
LAST-MODIFIED:20260626T041126Z
UID:10005706-1807608600-1807611600@sc.cpa
SUMMARY:(LITE09R/27) AI Clinic: Policy-Compliant Use Cases for Firms -  Rebroadcast
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/
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:20260626T041023Z
CREATED:20260515T010723Z
LAST-MODIFIED:20260626T041023Z
UID:10005757-1812636000-1812642000@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\nApply 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:20260515T041348Z
CREATED:20260515T005514Z
LAST-MODIFIED:20260515T041348Z
UID:10005622-1813071000-1813074000@sc.cpa
SUMMARY:(LITE05R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely - Rebroadcast
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 AI to a real workflow; verify results; document safe use. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Strengthen incident response readiness and communication workflows.
URL:https://sc.cpa/event/lite05r-27-ai-clinic-creating-meeting-notes-action-plans-safely-rebroadcast/
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:20260626T041014Z
CREATED:20260515T011712Z
LAST-MODIFIED:20260626T041014Z
UID:10005874-1813071000-1813074000@sc.cpa
SUMMARY:(LITE06R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely- Rebroadcast
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.
URL:https://sc.cpa/event/lite06r-27-vendor-payment-controls-bec-prevention-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa
END:VEVENT
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