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AI in financial services: Risk, governance and best practices

2/5/2025 10:30 AM - 12:00 PM (CT)

Type: Live Webinar

Industry: Financial Institutions

Service: Tax services

CPE Credits: 1.5

Seats Remaining: 999

Event Contact:

Name: Forrester Sey

Phone: 404.420.5720

Email: forrester.sey@wipfli.com


Join this AI webinar to gain a competitive edge by understanding how leaders in financial services should be tackling and using artificial intelligence (AI) today. Gain actionable insights and proven frameworks to confidently implement AI while safeguarding compliance and security. Plus, get exclusive insights into regulatory perspectives and leverage proven AI guidance to confidently shape your organization’s future.

Topics include:

  • How organizations are planning for AI in the upcoming year 
  • What risk considerations are necessary to enable AI in your organization
  • How regulators are viewing AI in FS
  • How your current governance practices and policies need to be adapted for AI 
  • Example of other AI guidance that can be leveraged to shape your organization’s path

This seminar is ideal for a wide range of professionals, including:

  • Chief information officers
  • Chief technology officers
  • Chief data officers
  • Risk management officers
  • Compliance officers
  • It directors and managers
  • Data scientists and analysts
  • AI and machine learning engineers
  • Regulatory affairs specialists
  • Governance and policy advisors

CPE credit

Advanced preparation: None

Level: Basic

Prerequisite: None

Field of study: Specialized knowledge

CPE: 1.5 credits

Instructional delivery: Webinar

Program cost: Free

Learning objectives:

  1. How organizations are planning for AI in the upcoming year 
  2. What risk considerations are necessary to enable AI in your organization 
  3. How regulators are viewing AI in FS 

National Registry of CPE Sponsors: Wipfli LLP 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: NASBARegistry.org. For more information regarding administrative policies, such as complaint and cancellation policies, please contact Brooke Ordean at bordean@wipfli.com or 815 267 1141.