B120: Don’t Wait! Why and How Enterprises of Any Size Can Accelerate Modernization with AI, ML, and Cloud Technologies Now for Efficiency and Data Continuity in a Changing Landscape
Wednesday, September 15, 2021
3:00 PM - 4:30 PM (EASTERN TIME)

Advancing technological capabilities – such as artificial intelligence (AI), machine learning (ML), and the cloud – have opened new possibilities for using data to inform key business decisions. Deploying these technologies can help you make better and faster choices, identify your customers’ needs, keep pace with competition, predict behaviors and outcomes, improve operational efficiency, transition to digital first, and so much more.


Still, it is not always clear how best to utilize these technologies to realize the benefits they have to offer. Join Jay Yeo, Industry Solutions Consultant at ORI, and Marty Colburn, CIO of the CFA Institute, as they dive into what these technologies are, where and how they fit together, and how your organization can leverage them in your technological infrastructure. Jay and Marty will also share examples of how various enterprises have successfully implemented AI, ML and cloud technologies to reap their benefits.

Learning Objectives
  • Review the key components of data architecture and what it does for an organization
  • Understand where different AI, ML, and cloud technologies fit into data architecture and what each has to offer
  • Identify strategies for integrating new AI, ML, and Cloud technologies into your organization
Jay Yeo
Industry Solutions Consultant, ORI
Jay Yeo is a consultant and analyst skilled in ensuring client success across diverse qualitative and quantitative research and analytical projects. Ms. Yeo supports various associations, commercial firms, and government agencies by managing structured and unstructured analytical projects, including data benchmarking, collection, modeling, and visualization in alignment with clients’ strategic goals. She is adept at utilizing advanced text analytics methodologies for associations and has presented at several association forums including ASAE, Higher Logic Super Forum, and digitalNow.
Marty Colburn
CIO, CFA Institute
Coming Soon!
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1-2 years marketing and/or IT experience. No advance preparation required Cost $0.00
Refund and Complaint Resolution Policy:

U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: