Please join us for our upcoming SEC Professionals San Antonio chapter meeting on Wednesday, June 24th at 11:30 a.m. The meeting agenda is below. Eligible participants will receive up to 1.5 hours of free CPE.
The meeting will be held at Clear Channel Outdoor (4830 North Loop 1604 West, Suite 111, San Antonio, TX 78249) in the Digital Conference Room and lunch will be provided by Vaco. We hope to see you there!
Meeting Agenda
11:30-11:45 a.m.: Arrival and networking
11:45 a.m.-1:15 p.m.: Opening remarks, CPE session, & lunch sponsored by Vaco
1:15-1:30 p.m.: Closing remarks & networking
CPE Session: Putting AI to Work: A Practical Implementation Roadmap for Cross-Functional Teams
Every organization is talking about AI, but many teams are still trying to determine what meaningful adoption actually looks like in practice. Across financial reporting, audit, sustainability, and other cross-functional teams, the real challenge is identifying where AI can create real value, how to get started, and what responsible implementation should look like over time.
In this interactive session, panelists from different functions and organizations will share how their teams are approaching AI at different stages of maturity, while attendees reflect on where their own organizations fall on the roadmap. Through guided discussion and audience exercises, participants will benchmark their progress, explore practical use cases, and leave with clearer next steps for moving from exploration to implementation.
Attendees will leave with a clearer view of their own organization’s readiness, ideas they can take back internally, and a more practical understanding of how AI adoption unfolds in the real world.