The Ethical Impact of AI – Conflicts and Pitfalls

Overview

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*** This course DOES NOT satisfy Florida Ethics Requirements ***

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Does your Firm use AI? How do you know? Staff may knowingly or unknowingly use AI as technology vendors continue to enhance their offerings. Staff may also tangentially use ”Shadow AI" products as tools for marketing, client facing, service delivery, operations, etc. Such products may include Microsoft Copilot, ChatGPT or other AI enhanced services. While using AI may increase staff productivity, unfortunately, such technology presents new ethical conflicts and pitfalls. For your firm to remain competitive in the rapidly evolving AI landscape, using various AI enhanced technologies will become necessary. However, the adoption of AI triggers significant ethical challenges that your Firm must navigate and address. This CPE will equip CPAs with a comprehensive framework for understanding AI and the ethical implication of using such enhanced technologies in their practice.

Highlights

Prerequisites

Designed For

Accounting and financial professionals seeking to understand emerging tools in AI

Objectives

• Provide a fundamental understanding of AI.
• Identify the ethical risks of using AI.
• Assess and analyze the ethical implications of using various AI enhanced services.
• Develop a framework for the ethical use of AI within your Firm.

Preparation

None

Fees

Credits

Level

Code

Vendor

Leader(s):

Christine Walker
Walter Zebrowski, Regulatory Compliance Association College of Regulatory Compliance

Leader Bios

Christine Walker

Christine is a highly experienced attorney, esteemed by her clients as their trusted outside general counsel. Every day, she offers both legal and business advice, guiding her clients through complex business decisions as an integral part of their team. Based on her extensive litigation background, when appropriate, Christine strategically leverages litigation to meet her clients' business goals.

Her unique legal methodology makes her exceptionally qualified to provide unwavering counsel on all legal matters businesses encounter. Christine is more than an attorney; she is a strategic partner who helps businesses thrive and grow.

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Walter Zebrowski, Regulatory Compliance Association College of Regulatory Compliance

Walt Zebrowski, JD, CPA
CIO/Managing Principal AI Venture Group/Hedgemony Partners
Serial Founder | Venture Financier | CEO/CIO/Board Director

Serial Founder and Venture Financier with over 35 years of experience founding, building, scaling,
optimizing and successfully exiting multiple companies across: AI, Fintech, Healthtech, SAAS,
Data Centers, Asset Management, Brokerage, Banking, Consumer products.

Founder/CEO/Board Member of 20 high-growth startups, spearheading venture development from
early-stage concepts to profitable market leaders and achieving successful exits.

Venture Financier specializing in early-stage investments, with a focus on identifying disruptive
companies poised for rapid growth. As both founder and investor, he consistently demonstrated an ability to identify, create and cultivate value from the ground up and deliver significant returns to stakeholders.

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