Ethical & Compliant AI Use for Professional Services Firms – AI isn’t just a productivity tool—it’s a professional risk surface. This course provides CPAs with a practical framework for using AI responsibly, ethically, and in compliance with professional standards, helping firms leverage AI’s benefits without compromising client confidentiality, trust, or regulatory obligations.
Human Approach to AI in the Workplace: Strategies to Help Ensure Adoption (LIOT12/26)
AI is transforming the workplace, but its success depends on how leaders guide its adoption. This presentation explores the current state of AI across U.S. industries and its impact on productivity, hiring and employee experience, as well as the critical role of leadership in driving responsible implementation. Learn strategies for closing skills gaps, engaging teams and balancing innovation with empathy—while safeguarding privacy and minimizing risk. Whether your organization is starting its AI journey or scaling initiatives, this session offers actionable insights to build a future-ready workforce and help ensure AI complements—not replaces—the human element.
Tax Planning Using South Carolina Textile Mill, Abandon Building, Historic and LIHTC Tax Credits (LITX73/26)
This presentation explores the South Carolina Property Rehabilitation and Housing Tax Credits programs and its benefits for property owners, developers, South Carolina taxpayers, and the community. Specifically, it will cover the SC Historic Rehabilitation Tax Credit, SC Abandoned Building Tax Credit, and SC Abandoned Mill Tax Credit as well as complimentary tax and community programs specific to property rehabilitation.
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Seeing Beyond the Numbers (LIMG09/26)
Financial statements are a crucial window into the daily operations and overall health of a company. They reveal the strengths and weaknesses that define the organization’s financial standing. However, the interpretation of financial statements can vary widely depending on the user’s perspective. This course is designed to help you refine your financial statement analysis skills and gain insights that will enable you to better understand and communicate your company’s financial performance. Discussion Leader: David Peters
More Money at the End of the Month – Strategic Ways to Improve Cash Flow (LIMG08/26)
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company’s cash flow? In this course, we will explore how to improve your company’s cash flow using analysis and financial theories in the context of real-world situations. Discussion Leader: David Peters
A Controller’s Guide to Assessing the Risk of Your Organization (LIMG07/26)
Part of being a CFO or Controller is protecting the assets of the organization and managing risk. While many financial leaders feel comfortable with the strategic aspect of this task, finding the right insurance coverages can leave one feeling out of their element. This course will focus on three common business policies – the package policy, the business & property policy, and the cyber policy. Through case studies and illustrative examples, we will explore what these policies cover, as well as what they don’t cover. We will also discuss how to have more productive conversations with outside insurance brokers.
A History of Investing & A Look Ahead (LIMG04/26)
You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and practical applications, we will talk about how our modern notions of portfolio building have developed throughout history. Discussion Leader: David Peters
Using Data Analytics (LIMG03/26)
Through case studies and discussion, this course will explore what data analytics and big data is, how it is being used by companies, and how it could be used in the future. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts. The focus of the course will be on how to approach big data, so that participants can better utilize the data available to them in their current working lives. Discussion Leader: David Peters
