Event Detail




Exploring AI and Automation in Modern Service Firms

Join us for an enlightening webinar that examines real-world applications of AI and automation that are revolutionizing service firms, while also exploring the strategic possibilities of offshoring to optimize efficiency and drive growth.  The course will provide an opportunity for hands-on exercises with the latest technology.  Don't miss it!

During this course, you will:

- Understand the Impact of AI and Automation in service firms

- Identify practical use cases where AI and automation can be applied to streamline tasks, improve accuracy, and increase efficiency

- Discuss the critical aspects of data security and compliance when integrating offshoring solutions in accounting operations

When: Friday, December 13th, 2024. 9:00 AM to 1:15 PM EST
Where: Your home or office
Speaker: Marc Umstead 
CPE Credits: 4 Business Management & Organization CPE
CLE Credits: 4 Substantive CLE 
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Delivery Method:

Price:

Group Internet-Based

Free for members, $85 for non-members

The Presenters:

Marc Umstead is the President and Founder of Plus 1 Technology, a Philadelphia area-based technology firm. He has been in the industry since the early 2000s and has gone through multiple technology cycles, from Windows XP, to cloud computing, cyber security, and AI. He has a strong background in technology, business workflow, and business processes. His company, Plus 1 Technology, has been featured by Channel Futures as one of the top 500 technology firms in the country. He has been quoted and featured in many print and web-based media nationwide. He has worked with accounting and law firms for 15 years and understands the challenges in the industry and how technology plays a key role in advancing these firms forward.

About CPE/CLE:

The ALA issues CLE credits as an accredited provider of CLE in Pennsylvania (PA CLE Provider # 5963). Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/.  To the best of our knowledge, the following states have attorney self-reporting procedures for out-of-state provider programs or reciprocity with accredited providers in the state of Pennsylvania: Arizona, Arkansas, Colorado, Florida, Hawaii, Illinois, Indiana, Louisiana, Massachusetts, Michigan, Montana, New York, North Carolina, North Dakota, Ohio, South Carolina, and South Dakota.  However, please review the specific rules and requirements in your state.  Please contact member services with any questions at memberservices@alacommunity.org.
Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
The Accountant-Lawyer Alliance, LLC 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.