AI Risks and Opportunities for CPA Firms

September 10, 2024

How can CPA firms maximize the use of generative artificial intelligence (AI) while mitigating its risks? CNA Insurance’s Sarah Ference discusses concerns about data privacy, bias and the reliability of generative AI’s content as well as steps firms can take to ensure that these tools are used in a responsible and beneficial manner.

Resources:



Don  Meyer

Don Meyer

Don Meyer, CAE, is the chief marketing officer of the New Jersey Society of CPAs, where he is responsible for setting the vision, strategy and direction for the organization’s marketing, communications and membership campaigns and for driving the success of a deep and broad swath of organizational initiatives. He can be reached at dmeyer@njcpa.org.

More content by Don Meyer:

Learn more from Don Meyer:

Sarah Beckett Ference

Sarah Beckett Ference

Sarah Beckett Ference is a risk control director at CNA, the underwriter for the AICPA Professional Liability Insurance Program. She leads the Accountants Risk Control team. She and her team provide preventative risk management advice and education to CPA firms to help manage their professional liability risk. Prior to joining CNA, Sarah worked at a Big Four public accounting firm for 15 years delivering audit and advisory services.

Unlocking Transformational Leadership

Posted: November 7, 2024

Using Copilot in Microsoft Outlook

Posted: November 7, 2024

4 Ways to Protect Your Clients' Data

Posted: November 6, 2024

Navigating 2025 Tax Season Challenges

Posted: November 6, 2024