AI is here—is your family office prepared?

After attending this session, participants will be able to: 

• Identify key areas where AI is already embedded in family office systems and operations, including accounting, tax and reporting. 
• Evaluate the foundational elements of AI preparedness, including data governance, access controls and vendor risk management. 
• Develop strategies for aligning AI adoption with family office values, privacy expectations and long-term goals. 

RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Specialized Knowledge and Applications
CPE: 1.0 credits