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Tech Stack Assembly: Your AI Policy Isn't Built for What's Coming: Building an AI Handbook for the Agentic Future
Speaker - Sheri Radler (Founder of R Accounting Group)
Topic: Your AI Policy Isn't Built for What's Coming: Building an AI Handbook for the Agentic Future
AI is already transforming the way accounting firms work through tools like Microsoft Copilot, QuickBooks, ChatGPT, Zoom, and Google Workspace. The challenge is no longer whether to use AI, but how to use it responsibly.
In this session, you'll learn how to build a practical AI governance framework that aligns with your firm's Written Information Security Plan (WISP), protects sensitive data, establishes clear AI usage policies, and prepares your team for the future of AI-powered and agentic workflows.
You'll leave with a scalable blueprint for implementing AI governance that supports security, compliance, and responsible innovation within your firm.
By the end of this session, participants will be able to:
- Recognize why traditional technology policies are no longer sufficient as AI evolves from simple assistants to autonomous agents.
- Identify the core components of an effective AI governance framework, including security, approved tools, human oversight, observability, and ongoing policy management.
- Develop a roadmap for creating or enhancing an AI handbook that aligns with their firm's WISP, protects client confidentiality, and supports responsible AI adoption.
CPE Credits - 1 Hour
Field of Study - Information Technology
Course Level: Basic
Instructional Method - Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer