This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget. These areas include: 1. Social media 2. Content development. 3. Email marketing. 4. Text (SMS) marketing. 5. Chatbots and other interactive AI tools. 6. Drip marketing campaigns. Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation, you will be able to...
- Design custom AI chatbots tailored to specific business needs and use cases
- Evaluate different AI platforms to select the most appropriate solution
- Implement security measures to protect sensitive data in AI applications
- Develop AI agents that can operate autonomously with minimal guidance
- Create effective repository for training specialized AI assistants
- Analyze the performance and effectiveness of deployed AI chatbots
- Integrate AI assistants into existing workflows and systems
Major Topics
The major topics that will be covered in this course include:
- Introduction: What is AI Security, Privacy and Compliance (AISPC)?
- Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants
- AISPC Policy Best Practices
- Key Tactical Questions for Addressing Data Security and Privacy
- OpenAI and Compliance with Government Regulations
- OpenAI and Two-Factor Authentication
- Other OpenAI Security, Privacy and Compliance Considerations
- Best Practices for Secure Data Sharing with GPT
- How to Create a GenAI and ChatGPT Usage Policy for Your Operations
- General AI Policy Do’s and Don’ts
- AI Copyright Compliance & Protection Guide
- Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation
- From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics
- Key Takeaways
