AI, Plugged In
About this lesson
The Practice Audit: Finding the Right Balance Between People and AI
Sponsored by Expensify
Learn how to audit your own workflows and decide which work belongs to AI and which still needs the human touch. You’ll pick one everyday workflow, like expense approvals or month-end reconciliation, and sort each step into fully automatable, system-guided, or human-essential. Then, see it in action, with real examples of how AI can catch issues early and surface advisory opportunities. You’ll end this session with one workflow fully audited and a plan for what to automate first.
This session corresponds to pages 8–12 in the workbook.
How to Use AI to Go from Doer to Advisor
Sponsored by Kick
This session shows you how to use AI to take routine prep work off your team’s plate so they can spend more time advising clients. You’ll see how to build an AI agent that preps a client meeting for you, pulling key numbers and flagging changes before you walk in. You’ll leave with ready-to-use prompts, a way to set agents to run on a schedule, and a simple path for moving your team from doer to reviewer to advisor.
This session corresponds to pages 16–20 in the workbook.
Earn your CPE credit
Finish the video, then take the short quiz to log your credit on Earmark.
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