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DTSTAMP:20260916T155641Z
DTSTART:20261022T150000Z
DTEND:20261022T160000Z
LOCATION: **Online**
SUMMARY: Using AI to Scale Advisory Work Without Sacrificing Data Control
DESCRIPTION: \n  \nMost firms want to use AI for the client-facing work that actually grows a practice\, such as drafting communications\, summarizing engagements\, and preparing for advisory conversations. Many also stall\, because the rules on what's safe with client data feel murky. This session draws the line between AI use that's safe and AI use that creates disclosure risk under IRC §7216. You will be shown how to write an acceptable-use policy that lets staff use AI for client relationship work without the firm losing control of client data.\n  \nSpeaker \n  \nJatin Narang\, Founder and CEO\, Verito \n  \nJatin Narang is co-founder and Chief Executive Officer of Verito Technologies\, a cloud hosting and managed IT company built exclusively for tax and accounting firms. He leads product\, operations\, and technology strategy for a company serving hundreds of practices nationwide\, from small firms to multi-partner firms.\n  \nWith 10 years in accounting technology\, Jatin has worked directly with firm owners on infrastructure modernization\, cloud migration\, and IT security compliance. A Forbes Technology Council member\, he has presented at Thomson Reuters Synergy and delivered webinars for NATP\, NAEA\, and NSA. He is co-author of Beyond Best Practices: Modernizing the Successful Accounting Firm.\n  \nCamren Majors\, Co-Founder and CRO\, Verito\n  \nCamren Majors is co-founder and Chief Revenue Officer of Verito Technologies\, a cloud hosting and managed IT company built exclusively for tax and accounting firms. He leads marketing\, growth\, and revenue strategy for the company\, serving hundreds of practices nationwide\, from small firms to multi-partner firms.\n  \nWith 10 years in accounting technology\, Cam has worked directly with firm owners on infrastructure modernization\, cloud migration\, and IT security compliance. He has contributed to NATP TAXPRO Magazine and presented webinars for NATP\, NAEA\, and NSA. He is co-author of Beyond Best Practices: Modernizing the Successful Accounting Firm. \n  \n\n  \n\n  \n\n  \n \n  
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