M Sessions
Wednesday, November 19,
8 - 9:25 a.m.
M1. AdvisorSmart for CPAs: Your Guide to Helping Clients Choose Better Financial Advisors
Speaker(s): David Bromelkamp
NASBA field of study: Specialized Knowledge - Technical (1.5)
As a trusted CPA, your clients often seek guidance beyond taxes, including selecting a financial advisor. But how can you confidently help clients identify truly fiduciary professionals who put their interests first? 
Gain actionable strategies for guiding your clients through the complexities of choosing the right financial advisor. Learn what distinguishes fiduciary advisors from sales-oriented financial professionals, recognize common conflicts of interest and apply AdvisorSmart’s proven five-step financial advisor selection process.
Author, speaker and MNCPA member David Bromelkamp is offering a free read of his book, AdvisorSmart, for Tax Conference attendees only. Download information will be shared at the event. Check out the book on Amazon
M2. Software Showcase: AI Tax Research
Speaker(s): Kevin Boeckholt, David Haase, Nate Jones, Tommy Stephens
NASBA field of study: Computer Software & Applications - Non-Technical (1.5)
This moderated session brings together leading AI tax research providers, TaxGPT, Juno and Wolters Kluwer, for a side-by-side look at their systems. Through live demos and guided discussion, gain a clearer understanding of core features, functionality and the benefits AI tax research can bring to your organization.
YP FriendlyM3. The Ethics of AI: Navigating the Future of Responsible Innovation
Speaker(s): Leah Donti
NASBA field of study: Behavioral Ethics - Non-Technical (1.5)
Artificial intelligence is reshaping the world at an unprecedented pace, but with great power comes great responsibility. Explore the ethical dilemmas and challenges that come with AI's rapid advancement. From privacy concerns and bias in algorithms to accountability and societal impact, dive into the critical questions shaping the future of AI. Gain valuable insights into fostering ethical practices in AI development and application and discover how to balance innovation with humanity.