AI is here—is your family office prepared?

CPE EVENT | November 04, 2025

Authored by RSM US LLP

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Event overview

Preparing for AI with confidence

Artificial intelligence is already reshaping how family offices operate—from accounting and bill pay to investment reporting and document management. This webinar will help you assess your readiness, understand governance implications and build a strategy for responsible AI adoption that aligns with your family’s values.

Presenters

• Brad Collins | Principal | RSM US
• Brad Collins is principal and leader of the Center for Advanced Tax Technology at RSM US LLP. A licensed attorney with more than 20 years of experience in public accounting, Brad is focused on driving innovation and digitization at RSM to accelerate the firm’s leadership in tax technology solutions for the middle market.
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• Chris Dickson | Senior Manager | RSM US
• Chris works in RSM’s family office practice and has over 12 years of experience working directly with family offices, spanning both advisory and assurance perspectives. His primary area of responsibility includes the assessment and design of family offices, with a deep focus on people, process, technology, data, and governance.
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• Joseph Fontanazza | Manager | RSM US
• Joe is RSM’s Risk Consulting AI Governance leader responsible for the design of the RSM Responsible AI Governance framework and the delivery of AI Governance services to the firms’ clients. His primary focus is assisting our clients in establishing, educating, evaluating and enabling their AI governance program.

Learning objectives

After attending this session, participants will be able to:

• Identify key areas where AI is already embedded in family office systems and operations, including accounting, tax and reporting.
• Evaluate the foundational elements of AI preparedness, including data governance, access controls and vendor risk management.
• Develop strategies for aligning AI adoption with family office values, privacy expectations and long-term goals.

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

• Advance preparation: None
• Program level: Basic
• Prerequisites: None
• Delivery method: Group internet-based
• Field of study: Specialized Knowledge and Applications
• CPE: 1.0 credits

Event details

• Date and time
• Tuesday, November 04, 2025
• 1 p.m. ET | Noon CT

• Intended audience
• Family office executives, family members, accounting, tax and technology leaders within a family office, consultants and wealth advisors to family offices

• Duration
• 60 minutes

• CPE credits
• One CPE credit will be issued to eligible participants

• Fee
• Complimentary

Register