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...
- Analyze the essential privacy, security, and compliance considerations when working with Generative AI technologies.
- Identify best practices for secure data sharing with GPT models.
- Evaluate the do’s and don’ts of AI policy implementation to ensure regulatory adherence.
- Analyze AI copyright compliance and its implications for your organization.
- Assess the increasing threat of deepfakes and their potential impact on fraud and misinformation.
- Apply ethical AI practices to uphold data ethics and safeguard sensitive information.
- Design strategies to mitigate risks associated with AI deployment in professional environments.
- Implement robust security measures to protect data integrity and confidentiality.
- Create comprehensive AI policies that align with industry standards and legal requirements.
- Monitor ongoing AI activities to ensure continuous compliance and ethical usage.
Major Topics
The major topics that will be covered in this class include:
- Money laundering overview
- Role of tax examiners and auditors
- Tax return examination
- Pre-audit indicators
- Audit flags
- Real estate issues
- Cash indicators
- International trade signals
- Loan considerations
- Professional service provider concerns
- Money laundering and ethics
