Monday, June 30, 2025
9:30am-11:10am
A - AI Prompts
Credits: 2.0 IN
Lawrence A. McClelland, MBA, JD
K2 Enterprises
,
Hammond, LA
Generative AI tools remain the hottest business technology today. Yet, many professionals struggle to create effective prompts that help them complete desired tasks quickly and accurately. Fortunately, learning best practices for prompting your AI platforms need not be a challenge. Creating effective prompts can be the difference between successful AI efforts and those that languish in mediocrity.
11:20am-1:00pm
B - AI Security and Privacy Issues and Concerns
Credits: 2.0 IN
Brian Tankersley, CPA.CITP, CGMA
K2 Enterprises
,
Hammond, LA
Like all technologies, AI can introduce security and privacy issues and concerns. For example, if you load your company's financial data into an AI platform, that data can potentially be viewed by others. If this concerns you – and it probably should – then learn how you can manage your AI security and privacy risks and concerns. Examine how various AI platforms protect your data and subject it to risks you might want or need to avoid.
1:30pm-3:10pm
C - Analyzing Data With ChatGPT
Credits: 2.0 IN
Stephen M. Yoss, CPA, MS
K2 Enterprises
,
Hammond, LA
Many business professionals view ChatGPT as a tool for generating textual content; however, the popular AI platform is also highly effective at analyzing data. For example, you can use ChatGPT to analyze financial statements, inspect transactions for errors and fraud, and identify trends in transactional data. Receive information on how to analyze data quickly, efficiently, and effectively using ChatGPT to understand your data better. Importantly, once you analyze and truly understand your data, you will be positioned to leverage the data to obtain a competitive advantage.
3:20pm-5:00pm
D - Copilot In Action
Credits: 2.0 IN
Thomas G. Stephens Jr, CPA, CITP, CGM
Managing Partner
/
K2 Enterprises
,
Hammond, LA
Microsoft's Copilot AI platform provides unique features and advantages, particularly for business-oriented AI users. With a strong focus on data security and privacy, combined with seamless integration into other Microsoft applications and services such as Excel, Word, PowerPoint, and Outlook, Copilot serves as an ideal platform for many business professionals. Discover how to leverage Copilot's approach to AI and its comparative strengths. Cover the differences between various Copilot subscription offerings to determine which option best suits your needs.
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