Where AI tools genuinely save time in a small business, where they go wrong, and how to use them without putting customer information at risk.
AI assistants can now draft emails, answer customer questions, summarize documents, and keep the books tidy. This session cuts through the noise with realistic examples from small businesses: choosing the right tasks to hand to AI, checking its work, reading a tool's privacy terms before you paste anything in, and writing a simple AI policy your team will follow.
Open to any business owner or employee. Attorneys and accountants are welcome; this session does not carry CLE or CPE credit.
CLE accreditation in progressTediso courses do not currently carry CLE or CPE credit.
By the end of this session, you will be able to:
0–10 min
Plain-language basics, minus the hype.
10–25 min
Customer email, scheduling, document drafting, bookkeeping support, and marketing.
25–40 min
A quick routine for checking AI output before it goes out the door.
40–50 min
Reading privacy and data-retention terms; what never to paste into a chatbot.
50–60 min
A one-page template you can adapt, followed by open Q&A.
Builds AI and automation systems for small businesses
Abraham holds two master's degrees and an MBA from Stevens Institute of Technology and works in technology and media. Abraham also builds AI and automation systems that small businesses and professional firms use for intake, documents, and customer communication, and teaches what these tools actually do with customer information and how businesses can adopt them responsibly.
Builds AI and automation systems for small businesses
Joseph is a recent computer science graduate of the University of Tennessee and builds the AI and automation systems that small businesses rely on day to day. Joseph's sessions focus on the practical safeguards that keep customer data protected as businesses bring in new technology.
This is a live webinar. After you register, we will email your joining link before the session. You can attend from a computer, tablet, or phone, and you will have time to ask questions.
Every registered learner receives the written materials:
Materials are sent after the session and will be downloadable from My courses once learner accounts open.
Tuesday, November 10, 2026, 12:00 PM – 1:00 PM ET