FEPCMD Dinner Event - “Embracing AI in Law, Accounting, and Estate Planning: Your Practical Guide to Getting Started"”
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REGISTRATION WILL CLOSE AT 5 PM ON FRIDAY, SEPTEMBER 12.
This session is designed for practitioners who want to understand how artificial intelligence is reshaping the legal, accounting, and estate planning professions. We will examine how AI can streamline complex workflows, enhance accuracy in document drafting and financial reporting, and improve client communication without compromising professional standards.
We will also address critical considerations from data security and confidentiality to evolving ethical and regulatory landscapes, ensuring you can adopt AI responsibly while maintaining your professional judgment. The session concludes with actionable strategies for integrating AI into practice, helping you remain competitive and deliver even greater value to your clients.
Agenda:
- 5:15 pm - Cocktails and appetizers
- 6:00 pm - FEPCMD Announcements
- 6:10 pm - dinner is served
- 6:30 pm - Dan Arnold's AI presentation
- 7:30 pm - Conclusion
Cost to attend:
- Members (regular) - $85
- Next Gen Members (age 35 and under) - $65
- Non-members - $100
Cocktails, appetizers, dinner and dessert is included. Please make a note in the "Special Requests" section of the Registration if you have any dietary restrictions.
Speaker Bio:
Dan Arnold, Ph.D., is the Provost Fellow for Artificial Intelligence at Oakland University, where he directs the university’s strategy for AI adoption in education, research, and operations. His leadership focuses on building AI literacy, governance structures, and partnerships that ensure responsible, human-centered integration of AI technologies. With nearly two decades of experience in higher education, Dan has held roles in student recruitment, financial aid, online learning, and educational technology, and concurrently serves as Director of Support & Innovation for OU’s online learning department. He has taught courses in organizational leadership, change management, and team dynamics for over a decade. Dan’s work emphasizes collaboration, equity, and ethics, ensuring that AI enhances, rather than replaces, human expertise. Outside of his university role, he consults on AI literacy and organizational change, blending his expertise in technology and leadership to help others navigate the future of education.
