Package 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 session working 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.

Part 1: Information Presentation and Group Activities

Introduction and Welcome

• Workshop objectives and agenda
• Importance of AI policy creation for accounting firms

AI Policy Creation

• Overview of what AI policy entails and its significance in accounting firms
• Key components of an AI policy: objectives, guiding principles, use cases, ethical considerations, risk management, vendor evaluation, etc.

Group Activity 1: SWOT Analysis

• Group discussion evaluating AI against a firm’s current state: strengths, weaknesses, opportunities, and threats

Guiding Principles, Risk Analysis, Technology, Roles, and Use Case Prioritization

• How they relate to devising, and then enforcing AI policies

Group Activity 2: Use Case Prioritization

• List of potential AI use cases in accounting
• Vote on your top priority use cases individually
• Discuss and compare to identify common priorities

Part 2: Active AI Policy Creation Module

Introduction to AI Policy Development

• Creating an AI policy tailored to your firm's context
• Outline key components of the policy

Facilitated Group Discussion and Brainstorming

• Brainstorm key components of your AI policy
• Discuss objectives, guiding principles, use cases, risk mitigation strategies, ethical considerations, vendor selection criteria, etc.

Guided Template Filling

• Fill in the template with key policy components

Closing and Next Steps

• Summarize the active policy creation module
• Refining the policy, seeking legal input, and obtaining leadership approval
• Three personal immediate next steps

Cost: $99 for Members, $149 for Non-Members

To purchase access to this content, please visit our Online Store: https://aam.memberclicks.net/2023-learning-lab-ai-policy