Your Firm's Personal AI: Custom Copilots and GPTs That Know Your Business
2.00 Credits
Member Price $105
Non-Member Price $135
Overview
Most practitioners have experimented with AI, but few have moved beyond using it for simple emails or basic summaries. The real breakthrough happens when practitioners move past generic interactions and learn to steer the AI toward hyper-focused outcomes. By utilizing detailed, precise prompts and providing the model with specific context, you can transform a general-purpose tool into a specialized assistant. This course explores how solo practitioners and small firms are moving their actual data into the AI workflow to get detailed answers that are grounded in their own firm’s knowledge and professional standards.
We will navigate the landscape of “Custom AI,” from the simplicity of the GPT Store to the privacy-first world of self-hosted models like Ollama and OpenWebUI. We delve into how emerging technologies like Retrieval-Augmented Generation (RAG) and Model Context Protocol (MCP) are “opening doors” for firms to connect their files directly to the AI without traditional coding. This session is designed to point you in the right direction, helping you compare various tools and API options like OpenRouter so you can determine which technical path best fits your firm’s comfort level and privacy requirements.
Highlights
Update this attribute value to the course major topic(s). , Beyond Generic Prompts: Achieving Hyper-Focused AI Outcomes, RAG and MCP: New Ways to Connect Your Data, The Privacy Spectrum: From GPT Store to Self-Hosted Ollama , Navigating the Landscape: Tools and APIs for Small Firms
Prerequisites
None
Designed For
Update this attribute value to the course desired audience.
Objectives
Define AI and automation, and list examples of where these tools might be useful , Identify some of the risks associated with AI and automation , List examples of technology providers servicing these markets , Identify some of the benefits associated with automating tasks and transactions , List examples of automation platforms
Preparation
None
Leader(s):
Leader Bios
Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises
Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.
Non-Member Price $135
Member Price $105