Navigating AI: A Virtual Education Series

Navigating AI: A Virtual Education Series

In these 20-minute sessions, we'll learn about the uses and functionality of various AI platforms and see some examples of how to apply the tools to our everyday business.

It’s time you have a different, higher expectation of your financial advisor. Welcome to the Total Relationship, where financial advice transcends numbers and charts to focus on YOU and giving you the ability to live a better life. Our ideal client is someone who wants a holistic financial plan and a relationship that will last for decades. We truly want to make your life better. The Total Relationship Approach involves planning, investing, and care considerations. At its core, this concept has evolved over 25 years of working with individuals like you.

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Week 1: ChatGPT

August 29, 2024

Presented by Ben Childers
Ben Childers leads a local advertising agency and has over a decade of experience in the marketing & advertising space. Ben & his team use many AI applications throughout their workflow.

Week 2: Photoshop & DALL•E

September 5, 2024 • 12:30-12:50pm

Presented by Ben Childers
Ben Childers leads a local advertising agency and has over a decade of experience in the marketing & advertising space. Ben & his team use many AI applications throughout their workflow.


Referenced Article:

https://www.theverge.com/2024/8/22/24225972/ai-photo-era-what-is-reality-google-pixel-9

Week 3: AI for Websites

September 12, 2024 • 12:30-12:50pm

Presented by Ben Childers
Ben Childers leads a local advertising agency and has over a decade of experience in the marketing & advertising space. Ben & his team use many AI applications throughout their workflow.

Week 4: Placer.ai

Market Intelligence for Your Industry - Leverage Placer’s location analytics to unlock deep insights into locations, brands, and enterprises.


September 19, 2024 • 12:30-12:50pm

Presented by Larry Gaffey

CEO/General Manager
Walworth County Fair

Week 5: xiQ Sales Xelerator

September 26, 2024 • 12:30-12:50pm

Presenter Dr. Andy Dahl, UW-Whitewater

xiQ is great for anyone in B2B sales. Learn how it can be used for lead nurturing, prospecting, personality insights, etc.

Week 6: Copilot

Microsoft 365 Assistant

October 3, 2024 • 12:30-12:50pm

Week 7: Personas

October 17, 2024 • 12:30-12:50pm

Presenter Mike Dahle, Elkhorn Area High School

In this video tutorial, we will show you how you can create personas using ChatGPT. After creating personas, you can ask them questions, and see how they might react to marketing strategies, brand value, etc.

Week 8: Copilot, Part 2

October 24, 2024 • 12:30-12:50pm

Presented by Derek D'Auria, Walworth County Economic Development Alliance

Derek D'Auria will explore some of the links shared in Copilot session Part 1. For those who subscribe to Office 365 and use this program, there are additional AI features that are available. This session will highlight some of these.


Note: WCEDA subscribes to Microsoft 365 under the Business Basic plan at @$6/user per month. This includes the use of Copilot, at least the basic version.

Week 9:
Education & Considerations for Integrating AI into the Workplace

October 31, 2024 • 12:30-12:50pm

Presenter Jim Morgan, MRA
Vice President, Business Development & Workforce Strategies

https://mranet.org/


AI: Strangely It’s all about the People – The race between the development of new and better technology, and people’s ability to accept it, learn it, and utilize it is ongoing. And AI has magnified that fact. Though humans control the pace of technological change to a certain extent, employers need to strategically plan for the use of artificial intelligence in their organization. Ensuring everyone is on the same page - guidelines, education, communications, purpose, use – will facilitate the successful integration of artificial intelligence.

Week 10: Google Chrome Extensions for Note Taking

November 7, 2024 • 12:30-12:50pm

Presented by Mike Dahle, Elkhorn Area High School

Have you been in a virtual meeting with someone using an AI Assistant? Want to see what that does for the person? Come learn about the AI Meeting Assistants and what it could do for you.

FINAL SESSION FOR 2024!

Week 11: Intuit Assist

November 14, 2024 • 12:30-12:50pm

Derek D'Auria, WCEDA

Executive Director


Intuit Assist is a new generative AI-powered assistant that provides personalized, intelligent recommendations to help consumer and small business customers make smart financial decisions with less work and complete confidence. We’ll briefly explore some programs that integrate with Intuit Assist, such as QuickBooks, Mailchimp, and TurboTax.

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