Safely Unlocking the Power of AI for SMBs

This presentation explores how small and medium-sized businesses (SMBs) can safely adopt artificial intelligence to improve productivity, automate workflows, and create business value while minimizing risk. It explains the fundamentals of modern AI and Agentic AI, identifies high-impact business use cases, and introduces a structured AI implementation framework that guides organizations from opportunity identification to governance. The session emphasizes responsible AI adoption through strong data privacy, cybersecurity, compliance monitoring, human oversight, and employee training. Advisors and business leaders will also learn practical first steps for implementing AI, selecting enterprise-grade platforms, managing access controls, creating AI usage policies, and scaling adoption through measured pilots and continuous improvement.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 1h 9m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 General credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Darren Mar

For over 15 years, Darren Mar has specialized in helping Financial Professionals and SMBs secure their company and client data through a consultative approach with a focus on education. His career start in technology was in helping organizations maximize their investment in enterprise software; now, as Director of Client Solutions for NPC DataGuard, his hands-on, client-centered approach helps individuals achieve the same level of data security as a corporation with minimal investment. Darren is an experienced public speaker with regular mainstage appearances at conferences such as the Canadian Association of Independent Life Brokerage Agencies (CAILBA), the Canadian Advisor Tech Expo (CATE), and the Association of Certiﬁed Fraud Examiners (ACFE) National Symposium in Ottawa. He has also hosted more than 100 webinars in the past ﬁve years on topics related to cybersecurity, modern technology solutions and Artiﬁcial Intelligence.