From Principles to Practice: Operationalizing Responsible AI in an Advisory Firm

National Association of Plan Advisors [NAPA]

Understanding the ethical principles surrounding artificial intelligence is only the beginning. The greater challenge is translating those principles into consistent, everyday practices across an advisory firm. This webcast will explore how retirement plan advisors can move from informal AI experimentation to responsible implementation by selecting appropriate use cases, defining where human judgment is required, and establishing practical safeguards and oversight. Participants will learn how to build ethical considerations into AI-enabled workflows while still realizing meaningful improvements in productivity, client service, and business performance.   

Learning Objectives:

• Assess potential AI use cases based on their business value, ethical implications, and the level of human judgment required.
• Design AI-enabled workflows that incorporate appropriate human review, documentation, escalation, and oversight.
• Develop a practical governance approach for moving AI initiatives from experimentation into responsible, repeatable use across an advisory firm.

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