We are pleased to invite you to participate in our free Continuing Professional Education (CPE) events held throughout the month of December. Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization.
Agenda
When: December 5, 2024
9:00 – 9:05 am – Intro and Housekeeping
9:05 – 9:55 am – Fraud Risk Management (50 mins)
9:55 – 10:45 am – M&A and Capital Markets (50 mins)
10:45 – 10:55 am – BREAK
10:55 – 11:45 am – Artificial Intelligence (50 mins)
11:45 – Noon – Q&A/Wrap Up/Catch Up Time
Agility: The Cornerstone of Effective Fraud Risk Management (50 minutes- 1 CPE)
Speaker: James Rumph, Director
Description: In today’s rapidly evolving landscape, the ability to swiftly adapt to new threats is crucial for effective fraud risk management. This session will explore how agility can enhance fraud risk prevention, detection, and response strategies. Attendees will gain insights that can help organizations keep up with ever evolving fraud.
Learning Objectives:
- Understand the Importance of Agility: Learn why agility is essential to all phases of fraud risk
- Identify Agility Contributing Strategies: Become acquainted with strategies that support agile fraud risk management practices.
Update on the Current M&A and Capital Markets Landscape (50 minutes- 1 CPE)
Speakers: Peter Lieberman & Tom Springer, Managing Partners, Schneider Downs Capital
Description: Closing out another eventful year in the M&A and Capital Markets, this session will the current climate for dealmaking, the impact of macro-economic drivers such as interest rates and trends in volume and pricing. We will also explore emerging trends in deal execution and diligence for both buyers and sellers, focusing on key pitfalls for dealmakers.
Learning Objectives:
- Update on Marketing Conditions: Learn how debt and equity providers in the capital markets are viewing transactions and current economic conditions.
- Identify Strategies to Better Execute Transactions: Identify areas in negotiations and due diligence that are likely to present challenges and opportunities during the process of identifying, structuring and closing transactions.
Safely and Meaningfully Accelerating Your AI Journey: Demystifying the Risks and Understanding What’s Possible (50 mins- 1 CPE)
Speaker: John Huckle and Karl Bixler
Description: With AI adoption gaining momentum at scale, mainly driven through our systems of record and engagement rolling AI capabilities into core features, acceleration of these tools is happening without clarity in how these solutions work – creating vulnerabilities to data privacy and leaving value that AI can generate on the table.
Starting with the frameworks of Generative versus Predictive Ai, we will dive into how each of these classes of Ai work, common architectures, the importance of data structures, how they ingest and process data, and how Machine Learning works to enhance both use cases over time.
We will also talk about how get your organization ready to think about, evaluate, and act upon Ai opportunities now and over time.
Finally, we will share our progress on utilizing Microsoft’s different Copilot models (for Dynamics, for the Web, and for Office 365) for internal use cases, as well as specific use cases from leveraging Ai in Intelligent Automation client use cases.
Learning Objectives:
- Understand enough about the inner workings of Generative and Predictive AI to better uncover use cases in your organization for AI
- Understand and be able to think through data privacy concerns with AI public and private clouds
- Understand what methods and practices you can use to identify, evaluate, prioritize, and safely action on AI opportunities in your teams
Delivery Method: Group Internet (Live) or Self Study (On-demand)
Learning Level: Overview
Prerequisites: None
Advanced Preparation: None
Fields of Study: Specialized Knowledge
Contact (Registering/Technical Issues): Lindsay Sherrill
