Join Us for the Next Seminar!

As artificial intelligence transforms the advisory landscape, professionals face new opportunities along with new obligations. This program will give practitioners the knowledge and tools to responsibly integrate AI into their practice. During this session participants will explore:

• The strategic use of AI to enhance client service, operational efficiency, and decision-making.
• Confidentiality and privilege concerns in the context of AI tools, including cloud-based platforms and generative models.
• Best practices for data governance, client consent, and secure information handling.
• Regulatory and ethical considerations, including how AI-generated content may be recorded, stored, and audited.

Individual Seminar Pricing: Members / Inactive Student $100 | Active Students/Affiliates/Associates $55 | Non-Member $145

IMPORTANT NOTICES:

1. On-demand viewing is available for branch bundle registrants. For more information on the STEP Toronto Branch Bundle, click here. Individual seminar registration provides access to the in-person seminar only.

2. Delegates must sign-in at the registration desk upon arrival to the venue to receive CPD/CE credits.

A big thank you to our dedicated sponsors for their continued support.

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