Given the rapid adoption and buzz around AI and Generative AI across the industry, Nicsa is delighted to present the first webinar in the series. This interactive session offers a high-level introduction to Artificial Intelligence (AI) and its evolution into Generative AI (GenAI), with a focus on the transformative potential within the asset management industry. Also covered will be a high-level overview of its applicability and impact for the industry. Illustrative demos will complement the discussion.

Learning Objectives:

- Refresh or gain a common understanding of AI-related terminology to provide a solid foundation.

- Investigate drivers behind the rapid adoption of AI and explore the hype vs. reality.

- Gain insights into the current state of AI adoption and identify real-world use cases within the asset management industry.

- Recognize high-level risks associated with AI implementation and explore mitigation strategies.

- Outline strategic steps to start the AI journey or ramp-up/scale efforts if already underway.

Target Audience:

This is geared towards providing a broad overview of AI and its impact on the asset management industry. It is intended to be introductory in nature. Applicable to participants from all parts of the enterprise. Depending on where you are along the AI journey, some foundational elements may serve as review material. The Q&A session may offer additional insights.

This program is co-hosted by the Nicsa Data Analytics Committee in collaboration with Nicsa Technology & Digital Innovation Committee 

CPE Credits Redeemable with NASBA

Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa 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.learningmarket.org.

CPEs Earned: 1 

CPE Field of Study: Information Technology – Technical

Program Level: Basic 

Delivery Method: Group-Internet Based

Advanced Preparation: None 

CE Credits Redeemable with Investments & Wealth Institute™ (IWI)

Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI) for continuing education credits applicable to CIMA®, CPWA®, RMA®, and CIMC® certifications. This 60-minute webinar has been pre-approved by IWI for 1 CE credit.

To redeem your CE credit, you must self-report your participation by visiting the Investments & Wealth Institute™ website: https://investmentsandwealth.org. Following the conclusion of the webinar, please enter the program date, program ID, program title, and Nicsa as the sponsoring organization. Nicsa will not report your participation on your behalf. 

The Investments & Wealth Institute™ has final authority on the acceptance of individual courses for CE credit. If you have any concerns or complaints regarding registered sponsors, you may submit them via the IWI website: https://investmentsandwealth.org/contact-us.

CPEs Earned: 1 

Continuing Education Topic: Supplemental - Building Your Business

Program Format: Live Webinar 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Lilly Bahmani at info@nicsa.org

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