AI Policy Design & Implementation

July 15, 2024
Live Webinar
DateJul 15, 2024Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
    • Unlimited connections for your institution
    • Available on desktop, mobile & tablet
    • Take-away toolkit
    • Presenter’s contact info for questions
On-Demand Webinar
  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
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This session will take a hard look at exactly what AI is, evaluate its possibilities, examine the pitfalls, and give comprehensive guidance on how to protect your institution via a well-written AI policy.

It will examine the recommended components, address the decision points that arise during development, and provide sample policy as a starting point. As an added bonus, you’ll learn the skills necessary to train the AI end-users in your institution.
  • Understand the potential possibilities of AI in the workplace
  • Evaluate the potential risks of AI generation and how to mitigate them
  • Recognize the key components of a successful AI policy
  • Identify the “decision points” necessary to craft your own AI policy


Whether doing research, crafting advertisements, translating policies and procedures, identifying lending opportunities, or interacting with potential borrowers,  much of your staff already uses AI tools in their daily work – many without even realizing it. Own a Roomba? Use Siri or Alexa? Drive a car? How about Facebook, Twitter, Instagram, or TikTok? If so, you’re a user. So, what’s the big deal? The possibilities presented by AI are unparalleled – but so are the pitfalls. 

From plagiarism to discrimination to incorrect, inaccurate, or possibly even dangerous misinformation, the potential harm mismanaged AI usage can cause is immeasurable. What can you do? Manage it with a strong AI policy! This timely program will provide thorough insight and advice on how to protect your financial institution, including sample policy.


This informative session will benefit your executive team, human resources staff, and IT professionals.


  • AI policy decision-point checklist
  • Sample AI policy
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

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