CPE Catalog & Events
Should I Disclose My Use of Gen AI to Clients?
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Online
1.0 Credits
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.