
Leveraging AI Assistant & Agents to Enhance Staff Efficiency and Member Value

Course Description:
Many association and society leaders remain hesitant to embrace AI, but ignoring it won’t make it go away – it will only put your organization behind the curve. The fact is, with the right approach, AI has the potential to save countless hours on repetitive tasks and increase the value you provide to members. Whether you’re an AI advocate or a skeptic, join this insightful session to learn how AI can streamline your operations and support (not replace) the important work you’re doing for your members. We’ll explore:
– The growth and limitations of large language models (LLMs)
– The importance of fine-tuning and retrieval augmented generation (RAG)
– Definitions and uses for AI Agents and Agentic AI
– Practical AI uses to streamline your operations and empower your staff
– How AI can help you enhance your member experience without sacrificing the personal touch
Learning Objectives:
Gain insights into the development and capabilities of LLMs, including their strengths and weaknesses in various applications.
Discover how AI can enhance efficiency and save time by automating repetitive tasks, improving operational efficiency, and freeing up staff time for more strategic initiatives.
Master strategies to leverage AI in improving member interactions and services, ensuring that the personal connection remains intact while increasing overall member value.
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Leveraging AI Assistant & Agents to Enhance Staff Efficiency and Member Value (NASBA/CAE/CPE Course Credit Information)
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. 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.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)







