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DTSTART;TZID=America/Kentucky/Louisville:20231116T130000
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SUMMARY:AAM AI Policy Workshop: Creating an AI Policy for Accounting Firms
DESCRIPTION:Your firm must have a solid\, comprehensive policy for using artificial intelligence technologies. Join this session for informative\, engaging guidance on all of the areas your AI policy should address\, followed immediately by a 30-minute hands-on working session through an AI policy worksheet. Walk away with clear next steps for how to work with your leaders and an appointed team to create a concise\, enforceable AI policy for your firm. \nPart 1: Information Presentation and Group Activities \nIntroduction and Welcome \n\nWorkshop objectives and agenda\nImportance of AI policy creation for accounting firms\n\nAI Policy Creation \n\nOverview of what AI policy entails and its significance in accounting firms\nKey components of an AI policy: objectives\, guiding principles\, use cases\, ethical considerations\, risk management\, vendor evaluation\, etc.\n\nGroup Activity 1: SWOT Analysis \n\nGroup discussion evaluating AI against a firm’s current state: strengths\, weaknesses\, opportunities\, and threats\n\nGuiding Principles\, Risk Analysis\, Technology\, Roles\, and Use Case Prioritization \n\nHow they relate to devising\, and then enforcing AI policies\n\nGroup Activity 2: Use Case Prioritization \n\nList of potential AI use cases in accounting\nVote on your top priority use cases individually\nDiscuss and compare to identify common priorities\n\nPart 2: Active AI Policy Creation Module \nIntroduction to AI Policy Development \n\nCreating an AI policy tailored to your firm’s context\nOutline key components of the policy\n\nFacilitated Group Discussion and Brainstorming \n\nBrainstorm key components of your AI policy\nDiscuss objectives\, guiding principles\, use cases\, risk mitigation strategies\, ethical considerations\, vendor selection criteria\, etc.\n\nGuided Template Filling \n\nFill in the template with key policy components\n\nClosing and Next Steps \n\nSummarize the active policy creation module\nRefining the policy\, seeking legal input\, and obtaining leadership approval\nThree personal immediate next steps\n\nInstructor \nJoy Youell \n \nJoy Youell is a content strategist and SEO expert with 15 years of experience in organic search research and development. Joy has led content and SEO strategies for global companies\, including Indeed and American Express. Her work has regularly been featured in Forbes\, Entrepreneur\, SUCCESS magazine\, and more. She owns Hire a Writer\, a copywriting agency\, and provides SEO strategy and consulting services to accounting firms through Winding River Consulting.
URL:https://accountingmarketing.org/event/aam-ai-policy-workshop/
CATEGORIES:Training
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