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Concurrent Session Onsite and Online

FMA2316. Reinventing your Firm through Collaborative Intelligence

People and machines working autonomously and contributing to overall problem solving in the work force is a natural evolution in the workplace. As we reinvent our firms, it is becoming common place to look at all processes, services and tasks to see where it makes sense to utilize technology and/or humans to collaboratively create a firm that is providing an amazing client experience. In this session we will:

Learning Objectives:

  • Identify the fear that some humans feel when looking at AI and how we must overcome that fear.
  • Analyze real life examples of firms that are actively using humans and technology in concert together.
  • Identify actions that will allow your firm to make positive and successful steps to reinvent your firm
CPE Credits
NASBA Field of Study
Business Management & Organization
3-4 years in the Profession
Advanced Preparation
Session Tags