Should I Disclose My Use of Gen AI to Clients?

Overview

Get ahead of the potential risks of using generative AI by establishing procedures around its use. Learn six key considerations for CPA firms when developing AI policies. Hear the risks and what you can do to help mitigate those risks.

Speaker Bio(s)

Nicole Graham, Risk Control Consultant, Aon - Nicole Graham is a Risk Control Consultant at Aon. Prior to joining Aon, Nicole was a litigator representing insurance carriers and their insureds in cases involving claims arising from various insurance products. For more than a decade she defended accountants and other professionals against professional liability claims. Taking what she learned from examples of when things went wrong, Nicole delivers matter-specific advice to Aon’s CPA firm clients and provides webinars, articles and other materials on risk mitigation.

Tyler Crews, Risk Advisor, Aon - Tyler Crews is a Risk Advisor at Aon and leverages his communication, relationship-building and leadership skills to work closely with CPAs to identify tailored insurance solutions to help them protect their business. Tyler honed his sales and customer service experience as a senior internal wholesaler at Prudential Financial, where he provided tailored financial solutions, built strong client relationships and supported advisors in navigating complex insurance and investment products.

Highlights

Attendees will learn:

Key provisions to help create policy and procedures around the use of AI.
Best practices for disclosing AI use to clients.
How to train and educate staff on the do's and don'ts around AI.

Prerequisites

None

Designed For

Public Practice

Objectives

- Leave with an understanding of six things to consider when developing a generative AI policy:

Privacy
Transparency
Bias
Human Review
Limiting Use Cases
Transfer Risk

- Get tips to train firm personnel on new requirements.

- Monitor usage of generative AI tools to ensure adherence to policy.

Preparation

None

Notice

FICPA Webinars are presented virtually.

Our Webinars include a live presentation with speaker audio, video and PowerPoint presentation. Attendees can ask questions. The presenter(s) will repeat questions to share with all attendees and answer questions as time allows. Individuals can also reach out to the presenter directly via email after the event.

For more information feel free to call the FICPA Member Service Center at 800-342-3197.