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Topic: Preparing Your Firm and Clients for the AI R/Evolution
Speaker: Mendy Ouzillou - Momentum Consulting & Coaching
Description: Firms that interact with sensitive client information have a legal and ethical obligation to ensure its security. The rapid acceptance of AI tools like ChatGPT, and their even more rapid expansion in capabilities, brings new challenges that require immediate attention. These challenges range from the more benign writing of articles to the most severe breaching of confidential information. This presentation introduces the main issues that need to be proactively dealt with and understood.
Learning Objectives: 1) Responsible use of AI within the firm. 2) Recognition of external threats. 3) Understanding of client's concerns surrounding AI. 4) A brief introduction to prompts. 5) Potential changes to internal rules, guidelines and policies.
Questions: Contact Sarah at admin@austinfpa.org.