Agenda

Sep 3, 2026
3:00 pm - 4:30 pm EST

AI is transforming the financial services industry, creating new opportunities to improve efficiency, strengthen accountholder experiences, and streamline operations. At the same time, using AI increases regulatory expectations, governance requirements, and operational risks.

This practical webinar will provide leaders with a clear framework for developing, implementing, and maintaining an effective AI governance policy. Whether your institution is just beginning to explore AI or is already deploying AI-powered tools, you will gain actionable guidance to establish sound governance practices that align with regulatory expectations while enabling innovation. Through real-world examples, policy best practices, and implementation strategies, attendees will leave with the knowledge and resources needed to build an AI policy that supports responsible use across the organization.

Topics

KEY WEBINAR TAKEAWAYS:

• Regulatory landscape and emerging expectations for AI governance
• Essential components of a comprehensive AI policy
• Roles and responsibilities for oversight and governance
• Risk assessment process for evaluating new and existing AI solutions
• Standards for model validation, testing, monitoring, and documentation
• Third-party AI vendor due diligence and ongoing oversight requirements
• Procedures for employee use of generative AI tools that protect sensitive and confidential information
• Implementation roadmap for policy adoption, staff training, and ongoing governance

Speaker(s)

Diane Reed
HR Doc

A nationally recognized speaker, writer, and communications professional, Diane Pape Reed currently serves as President of a full-service consultancy, assisting financial institutions nationwide with human resources, marketing, strategic planning, community relations, compliance, sales, training, board relations, and executive support. Previously, Diane served for more than a decade as Vice President of Administration for a mid-sized financial institution.

Her expertise in “Service-Oriented Culture Change” has been cited in numerous industry publications, and her marketing expertise has been featured in articles for Exhibit Builder and Business Management magazines. Diane attended American University and graduated from George Mason University where she specialized in Organizational Communication. She currently resides in Fairfax, Virginia.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• 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

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact