Responsible AI: From Guidelines to Policies
Course Description:
AI can boost productivity, automate tasks, make judgments, and develop strategies. As a result, the pressure on finance teams—and the organizations they serve—to embrace it is growing stronger every day. This session presents best practices and lessons learned for using AI responsibly. We will review the core concepts of AI—’machine learning,’ ‘reasoning models,’ and ‘AI agents’—and then focus on data privacy, ethics, and the development of guidelines and policies to govern the use of these technologies within an organization.
Learning Objectives:
Explain core AI concepts, including machine learning, reasoning models, and AI agents, and their relevance to financial and organizational workflows.
Evaluate ethical and privacy considerations when implementing AI tools in finance and membership operations.
Develop practical AI governance frameworks and policies that align with organizational values and compliance requirements.
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Responsible AI: From Guidelines to Policies (NASBA/CAE/CPE Course Credit Information)
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
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: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
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