Free online session · November
What can you safelydo with AI?
Forty-five minutes, no pitch deck. A compliance expert covers what is allowed and what is risky. Then we show the AI setups saving owners hours every week, and how to start without putting client or patient data at risk.
Two sessions, one question.
Online · 12:00 to 12:45 PM EasternFinancial advisors
Tuesday, November 17
Meeting prep and client notes. Records your compliance team will accept. What the SEC expects when you use AI.
Medical practices
Thursday, November 19
Missed calls, no-shows and insurance follow-up. Keeping patient data inside HIPAA. Which tools will sign a business associate agreement.