AI & Financial Data: Smart Tools, Smart Guardrails, and the Mistakes to Avoid
AI can make your practice more efficient, but are you aware of the risks?
Join Meredith Arlinghaus of Empower Accounting Professionals and Nick Oles and Nick Mullin of Entoo Security for a practical look at using AI responsibly with client financials. You’ll come away knowing which tools matter, which security practices protect you and your clients, and what real-world AI “horror stories” every small practice should learn from.
What we’ll cover
AI 101: the terms, topics, and tools you need to know (with a live demo)
Using AI safely when you’re handling client financial data
AI horror stories: real mistakes and the lessons behind them
Live Q&A with the Entoo Security team
Who it’s for: Accounting and finance professionals who are curious about AI but don’t want to gamble with their clients’ data.