Learn how to use AI in your professional practice while minimizing liability, confidentiality, and compliance risks — with a practical governance framework you can put in place starting Monday morning
AI is already being used in professional firms — often without any policy governing how. This course gives professionals in law, accounting, and other regulated fields a practical framework for using AI without creating unmanaged liability, confidentiality, or compliance risk.
Across five modules, you'll learn how AI actually generates text and where it fails, how to evaluate and choose the right tool for a given task (including privacy-tier comparisons for the major platforms), a four-question checklist for reviewing AI-generated work before it leaves your firm, and a one-page governance framework you can implement without a compliance department.
This is a practical course, not a theoretical one: every module includes real examples, and several include live demonstrations of AI tools succeeding and failing in real time.
Every module includes downloadable slides and full transcripts, so you can revisit specific sections, cases, or templates as needed after completing the course.
Lawyer & Regulated-Industry Communication Specialist | AI Governance, Interpretive Risk, and Professional Oversight
Imelda Wei Ding Lo, JD, MA, is a lawyer and regulated-industry communication strategist specializing in AI governance, interpretive risk, and professional oversight in legal and medical content. A member of the Law Society of Ontario and the founder of Fortunus Media Ltd., she has over six years of experience developing compliance-aware, jurisdiction-sensitive materials for law firms, healthcare organizations, and other high-trust professional audiences. Her work spans legal research for Thomson Reuters, patient-facing medical communication, and the design of accredited CPD programs focused on professional responsibility in AI-influenced workflows. As a CPD instructor, she helps legal professionals translate complex doctrine into structured digital communication systems that preserve independent judgment, clarify supervision, and support defensible publication practices.
