NASBA CPE Credit Terms and Conditions

The Age of AI in Accounting – Part 2: Building a Secure, AI Ready Firm

1. Learning Objectives

• The right AI infrastructure for your firm - What to set up, what to avoid, and what the firms getting this right have in common
• Folder and Data Structure That Work with AI – how to organize your firm’s knowledge so your AI tools can use it
• Key Security Considerations – the non-negotiables around data protection when using LLMs (Large Language Models) with client information
• How Strong Foundation Enables Scale – why using AI now means your team, including global talent, can operate at a higher level
• Inside TOA Global’s AI Ecosystem – Luca, your AI thinking partner with deep accounting expertise, and TalentX, our newest talent platform built to scale teams once the foundation is set

2. Instructional Delivery Method

• Group Internet Based

3. Recommended CPE Credit and Field of Study

• Credits: 1.0 CPE
• Field of Study: Business Management & Organization

4. Prerequisites

• None

5. Program Level

• Basic

6. Advanced Preparation

• None

7. Program Description

• This 60-minute webinar is designed to help accounting firms build a strong foundation for AI adoption while creating the infrastructure needed to scale efficiently and securely. Through practical guidance and real-world examples, attendees will learn how to structure their firm's data, systems, and workflows to maximize the value of AI, protect client information, and enable both local and global teams to perform at a higher level. Participants will also get an inside look at TOA Global's evolving AI ecosystem and how leading firms are preparing for the next generation of growth.

8. Course Registration and Attendance Requirements

• Attendees must register online.
• In order to be awarded full credit, participants must attend the entire program and engage in the required activities (e.g., respond to all 3 polls during the session).

9. Refund Policy / Cancellation Policy

• This program is offered at no cost to attendees. As such, there are no fees and no refunds applicable. For questions or concerns, please contact ourvteam at 1-888- 585-1740.

10. Complaint Resolution Policy

• Complaints must be submitted in writing and will be handled in accordance with AB2 Institute’s internal policy. Contact the same number above for assistance.

11. Official NASBA Sponsor Statement

• Ab2 Institute, Inc. 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 submitted to the National Registry of CPE sponsors through its website: www.nasbaregistry.org.