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Artificial intelligence (AI) is rapidly transforming the legal and professional services landscape, introducing both significant opportunities and complex risks to the legal field. As adoption accelerates, responsibly integrating AI into your practice is essential. This CLE webinar is designed to help legal professionals understand how AI can enhance efficiency, streamline routine tasks, and improve client outcomes while mitigating risk and maintaining compliance, including perspectives from both legal and AI/cybersecurity professionals. 

We’ll explore how AI is being used in the professional services industry, consider why some organizations remain cautious, and provide practical guidance on how firms can protect themselves from improper or ineffective AI use. Aidan R. Welsh of Schoonmaker George will discuss how attorneys can leverage AI tools effectively, focusing on real-world applications to improve productivity while maintaining professional judgment and standards. John Verry, national leader of CBIZ’s cybersecurity practice, will add perspective on risk management, governance, and cybersecurity considerations tied to responsible AI adoption. 

Finally, we’ll outline recent developments in case law and regulatory activity and explore what these developments may signal for the future of legal practice.

Presenters

Ken Pia, Matrimonial Practice Leader, CBIZ
Bill Scally, Civil Litigation Practice Leader, CBIZ
John Verry, National Leader, Cybersecurity & GRC, CBIZ
Aidan R. Welsh, Partner, Schoonmaker George Blomberg Bryniczka & Welsh 

Pending 1.0 hour of Continuing Legal Education (CLE) for LIVE VIEWING ONLY for the following states: 
California | Connecticut | Florida | Illinois | New York | Ohio | Pennsylvania | Texas

CPE CREDITS
Program Description Optimizing IRS Form 990 Amid Increased Scrutiny

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.
Learning Objectives
  • Describe the evolution of artificial intelligence in professional services and identify how emerging AI tools are being integrated into legal and operational workflows.
  • Evaluate the key drivers of AI adoption and resistance within firms, including efficiency gains, client expectations, and concerns related to ethics, confidentiality, and regulatory compliance.
  • Apply practical risk mitigation strategies to support responsible AI implementation, including human oversight, verification protocols, and the development of firm-level policies and governance frameworks.
  • Analyze recent legal and regulatory developments involving AI, including how AI-related issues are emerging in litigation and case law.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study TBD
Prerequisites None
Program Level Overview
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. 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.