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PRODID://NDCP//497956
BEGIN:VEVENT
DTSTAMP:20260429T160101
VTIMEZONE:America/Chicago
DTSTART:20260630T140000Z
DTEND:20260630T160000Z
UID:497956
SUMMARY:Surgent's The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases (AUG2)
LOCATION:Webinar
DESCRIPTION:Surgent's The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases (AUG2)\n\n06/30/26 09:00 AM CST\n - 06/30/26 11:00 AM CST\Description:\nArtificial Intelligence is no longer a future concept; it is a current necessity. This session provides a practical roadmap for practitioners to leverage AI safely and effectively. We move from a survey of available tools (from free apps to specialized software) to a deep dive into the ethical guardrails required to protect client data and maintain professional standards. Participants will leave with a playbook of real-world use cases that can be implemented immediately.Objectives:
 Gain a clear understanding of which tools fit your practice size and budget, whether you are a sole practitioner or part of a large firm
 Understand how to build a firm-wide AI policy that balances innovation with risk management
 Incorporate these low-cost, high-impact tools into your daily practice
 Presenters:Mark McCreary, CIPP/USField of Study:Information Technology (2)Major Topics:
 Explore from the history of automation to the current landscape of large language models (LLMs) and generative tools to demystify the technology
 Free, accessible apps to enterprise-grade solutions and specialized accounting software tailored for tax, audit, and advisory workflows
 Ethical obligations and professional standards that govern AI use, including data privacy, client confidentiality, and the management of "hallucinations" or inaccuracies
 Through specific use cases and prompting demonstrations, understand how to use AI to draft complex communications, summarize research, optimize Excel workflows, and enhance client advisory services
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's The AI-augmented Professional: Practical Tools, Real Risks, and Immediate Use Cases (AUG2)<br /><br />06/30/26 09:00 AM CST - 06/30/26 11:00 AM CST<br />Description:<br />Artificial Intelligence is no longer a future concept; it is a current necessity. This session provides a practical roadmap for practitioners to leverage AI safely and effectively. We move from a survey of available tools (from free apps to specialized software) to a deep dive into the ethical guardrails required to protect client data and maintain professional standards. Participants will leave with a playbook of real-world use cases that can be implemented immediately.<br><br><b>Objectives:</b><br><ul>
    <li>Gain a clear understanding of which tools fit your practice size and budget, whether you are a sole practitioner or part of a large firm</li>
    <li>Understand how to build a firm-wide AI policy that balances innovation with risk management</li>
    <li>Incorporate these low-cost, high-impact tools into your daily practice</li>
</ul><br><b>Presenters:</b><br>Mark McCreary, CIPP/US<br><br><b>Field of Study:</b><br>Information Technology (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Explore from the history of automation to the current landscape of large language models (LLMs) and generative tools to demystify the technology</li>
    <li>Free, accessible apps to enterprise-grade solutions and specialized accounting software tailored for tax, audit, and advisory workflows</li>
    <li>Ethical obligations and professional standards that govern AI use, including data privacy, client confidentiality, and the management of "hallucinations" or inaccuracies</li>
    <li>Through specific use cases and prompting demonstrations, understand how to use AI to draft complex communications, summarize research, optimize Excel workflows, and enhance client advisory services</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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