Every time you share a client document with an AI tool, you are making a decision about your client’s information. Do you know where that information goes, how long it is retained, or whether it could be used to train future AI models?
In this talk, you’ll get a clear, jargon-free overview of the privacy and security landscape genealogists, whether professional or hobbyist, need to navigate. You’ll learn how major AI platforms like ChatGPT, Claude, and Gemini handle uploaded data, why the differences between free and paid tiers matter for client work, and which common misconceptions lead genealogists to either avoid useful tools unnecessarily or expose client information unknowingly. Most importantly, you’ll learn practical approaches for protecting confidentiality while still benefiting from AI-assisted research.
Genealogists have an obligation to protect confidentiality, and meeting that obligation is entirely achievable. You’ll leave with a clear understanding of the real risks and confidence in your approach to handling client information responsibly.
For Event Organizers
The details below are provided to help you plan your event; they are not part of the talk description above.
- Length: 60 minutes, including Q&A
- Formats: Virtual or in-person presentation
- Audience: Intermediate to advanced genealogists, professional genealogists, and anyone who handles client or third-party family information.
Ready to bring this talk to your group? Click Check Availability below and tell me a little about your event.