Ai Webinar with Jo Mankelow

12:00 PM
-
1:00 PM

Online via Teams

Online event Webinar

How well do you know AI? What every bookkeeper needs to know first

AI is already turning up in our inboxes, our accounting software and our clients’ expectations. Used well, it gives you time back, makes your work more consistent and frees up room to grow. Used carelessly, it can leak client data, produce figures that look right but aren’t, and leave you unable to prove who checked the work.


In this practical webinar, Master Bookkeeper Jo Mankelow shares how she uses AI every day to build reports, automations and apps for real businesses, and the rules she works to so it stays safe.

 

You’ll learn:

 

  • Where AI genuinely helps bookkeepers today, from client emails to social media that posts itself.
  • The six risks that matter most, and the simple control for each.
  • What never goes into an AI tool, and how to classify client data before it does.
  • How NZ law already applies to AI, including the Privacy Act, IPP 3A and record-keeping rules.
  • Who owns AI-assisted work, and how to protect your IP and your clients’.
  • Cyber security and insurance questions to ask before something goes wrong.
  • A one-page AI policy and a 30-day plan you can start on Monday.