AI for Governance Forum

Friday, December 1, 2023

etc.venues 360 Madison Avenue, New York

Building an AI-Powered boardroom

Recent developments in artificial intelligence has the potential to change the way we work, communicate, and make decisions. Given the increasing number of issuers and investors adopting machine-learning and generative AI to support their day-to-day activities, it is critical for governance teams to follow suit. However, at this nascent stage, there are a lot of questions about the ethical use of AI, accuracy, privacy concerns and more.

The AI for governance forum was designed to provide governance teams at publicly listed companies with a blueprint for the responsible use of AI to supercharge their activities in the boardroom.

Featuring AI veterans from the buy side, experts from tech companies, and issuers who have successfully implemented AI, the forum provided actionable checklists and best practice booklets on how to successfully implement an AI-powered governance strategy in 2024. View the agenda and speaker sections below to find out more about what was discussed.

Agenda

Click here to view the 2023 agenda.

Timings on the agenda are shown in Eastern Time (ET)

  • 08:15 AM
    Registration opens

  • 08:55 AM
    Welcome address

    Ben Maiden, editor-at-large, Governance Intelligence

  • 09:00 AM
    Keynote panel: Getting started with your AI governance strategy

    In this keynote panel business leaders will discuss how companies are preparing for an ‘AI revolution’ and share their insights on developing an effective roadmap for AI governance. For governance professionals, this is an opportunity to understand high level discussions around the opportunities and risks presented by AI, and use that information to better inform and support their organization’s AI journey. 

    • Assess your organization’s readiness for AI and define how it can support your business strategy 
    • Create a road map for AI implementation and identify short-term and long-term AI initiatives
    • Key factors to consider when developing a dynamic, ethical and company-wide AI policy
    • Keeping your AI policy up-to-date as the technologies, opportunities and risks evolve 

    Moderator: Ben Maiden, editor-at-large, Governance Intelligence
    Richard Gluckselig, vice president, associate general counsel and assistant secretary, Regeneron
    Steven Kelts, lecturer, Princeton University Center for Information Technology Policy
    Oki Mek, chief information security officer, federal civilian government, Microsoft 

     

  • 09:40 AM
    AI and the board: Enabling better board management

    Here we will discuss how corporate secretaries can support board oversight of AI adoption. We will discuss who you need around the table, how to put together a concise agenda, prepare the right documents, and build governance structures that allow your company to maximise the full potential of AI. 

    • Preparing your board for AI: Assessing skill gaps, director training and overcoming resistance 
    • Understand and address the most common challenges to AI integration by boards 
    • Ensure your board is up-to-date with the evolving AI regulatory and compliance landscape 
    • International case studies: AI governance and oversight in the Saudi Arabian context 

    Moderator: Ben Maiden, editor-at-large, Governance Intelligence
    Abdullah Al-Ghamdi, senior subsidiary governance consultant, Saudi Telecom Group
    Evan Barth, vice president, associate general counsel and assistant corporate secretary, Kyndryl
    Marion Lewis, CEO, Govenda

  • 10:25 AM
    Networking break

  • 10:55 AM
    AI for governance lightening pitch

  • 11:00 AM
    AI and skills: Improving AI literacy and learning from early adopters

    In this panel we will discuss how AI is starting to impact the roles and responsibilities of corporate secretaries, general counsels and other in-house counsel and stakeholders. How are your peers experimenting with AI, which tools can offer value to your team and company, and how can your maximize their value?

    • Understand how lawyers and other stakeholders are experimenting with AI
    • A guide to prompt engineering: making make the most of AI
    • Learn the skills to develop a modern AI-enabled workforce

    Moderator: Laurence Taylor, senior conference producer, Governance Intelligence
    Kevin Fumai, assistant general counsel, Oracle
    Rebekah Tweed, executive director, All Tech Is Human

  • 11:45 AM
    AI and ESG: Building an AI powered ESG toolbox

    With the increasing focus on ESG by stakeholders, AI tools provide governance and sustainability teams with a more intelligent approach to monitor, manage, and communicate their company’s ESG performance. This session offers insights into how AI can bolster your environmental and social initiatives, ranging from navigating the intricacies of emissions measurement to reducing the reporting and disclosures burden. 

    • Discover which AI tools allow you to effectively collect information from diverse sources and calculate emissions data more accurately  
    • The role of AI in developing intelligent KPIs and company targets related to ESG performance 
    • The future of sustainability reporting: Learn how AI can help automate and streamline ESG communications as technologies evolve 

    Moderator: Laurence Taylor, senior conference producer, Governance Intelligence
    Prabh K. Banga, vice president, sustainability, Aecon Group
    Mayra A. Cavazoz, senior counsel, global privacy & data policy, Omnicom Media Group

  • 12:30 PM
    Lunch

  • 13:30 PM
    AI and data: Navigating new privacy and cybersecurity challenges

    Despite the many benefits AI offers to governance professionals, the risks are clear: concerns around accuracy, privacy and liability present serious obstacles to its adoption. Here we will discuss the key risks to be aware of (for yourselves and for your boards) and how to utilise AI in a responsible and ethical way. 

    • Ensure AI systems are used in a responsible way and are compliant with data protection regulations 
    • Respond to stakeholder concerns around data transparency in AI models 
    • Strategies to recognize and combat AI powered cyber-attacks, such as more sophisticated phishing and social engineering attempts 
    • Develop an effective incident response plan for handling AI-related privacy, liability and cybersecurity crises 

    Moderator: Ben Maiden, editor-at-large, Governance Intelligence
    Ajita Abraham, general counsel, financial services, Capgemini
    Dania Nasser, senior associate general counsel, Canon Business Process Services

  • 14:15 PM
    AI and engagement: Leveraging AI for better reporting and communications

    In this panel our speakers will explore the implications of AI on shareholder engagement, highlighting its dual role in both streamlining reporting processes and gaining deeper insights into shareholder sentiment. Learn how to use AI to distil market trends, analyze qualitative shareholder data and draft materials for reports. 

    • Distilling information: The growing importance of AI in summarizing market trends  
    • Sentiment analysis: Learn which tools enable companies to better analyze qualitative information from shareholders 
    • Generating materials: Discover how governances professionals are using AI tools to help prepare proxy statements, annual reports and other shareholder communications
    • Discuss how AI can help monitor the early signs of shareholder activism 

    Moderator: Laurence Taylor, senior conference producer, Governance Intelligence 
    James Harley, principal product manager, Nasdaq 

  • 14:45 PM
    Networking break

  • 15:15 PM
    Mini-workshops and roundtables: Hands on strategies for adoption and integration

    In this interactive session, attendees will synthesize learnings into an actionable checklist to hit the ground running on deploying AI. Through group collaboration and exercises, governance and IR professionals will blueprint an AI implementation roadmap that’s tailored to them, including: 

    • Assessing and prioritizing AI opportunities using a “now, near, far” framework 
    • Workshopping real-world risk scenarios and developing policies for responsible adoption 
    • Outlining governance best practices for ethical, compliant AI integration 
    • Identifying the top three AI techniques to enhance targeting, analysis, content generation 
    • Restructuring team roles, skills, and workflows in an AI future 
    • How to demonstrate the impact of AI implementation and showcase ROI   
  • 15:45 PM
    Learn from the vanguard: Leveraging AI to drive better collaboration

    In this joint session, we’ll look at how AI is enabling smarter collaboration between IR and governance teams. Where do the opportunities lie for AI in the overlap between governance and IR work flows, particularly around ESG and shareholder communications, and how are early adopters approaching the pitfalls and the potential of an integrated approach? This session will cover: 

    • Real world case studies and success stories of specific use of AI to improve collaboration between IR and governance teams 
    • Using AI to identify best practices around sustainability and shareholder communications  
    • Advice on how to replicate success in your own team   

    Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence
    Gregg Lampf, vice president of investor relations, Ciena
    Mike Stiller, managing director, new growth initiatives, Nasdaq 

  • 16:15 PM
    Closing keynote: Next steps, possibilities and the road ahead

    This session will consolidate all the learnings from the day into a prescriptive framework for thoughtfully leveraging AI as a trusted advisor and a new source of delivering shareholder value. We discuss the immense possibilities that an AI-empowered future presents and what the IR and governance worlds could look like in 10 years

    • Reviewing top applications and use cases transforming IR and corporate governance in the coming months
    • Actionable next steps for piloting and adopting AI-enabled best practices responsibly
    • A vision for how AI will reshape workflows, teams, and engagement in the next 3-5 years
    • Longer-term projections on AI’s potential to redefine analyses, communications, and strategy
    • Cultivating a forward-looking mindset focused on opportunities, not threats

    Moderator: Steve Wade, head of content, IR Magazine & Governance Intelligence
    Erik Carlson, COO and CFO, Notified

  • 16:45 PM
    Closing remarks

    Steve Wade, head of content, IR Magazine & Governance Intelligence

  • 17:00 PM
    Drinks reception and networking

Speakers

To inquire about future speaking opportunities, contact [email protected] or +44 20 8004 4818


What attendees say about our events

"Great range of relevant topics."

Columbus McKinnon Corp

"The subject matter discussed seemed to be of immediate concern to the CS group and personally I learned a great deal from listening."

Kaleidoscope

"High quality speakers."

Fox Corporation

"It was very informative and hit many hot topics. "

Huntington Bank

Who attends our event

Our attendees are leading governance, risk and compliance practitioners with an established track record and strategic GRC roles within their company.

Below is a sample list of attendees who have joined our events in the past:

Job title Company Job title Company
Associate Sullivan and Cromwell General counsel and CCO Astec
Associate general counsel Columbus McKinnon IR and treasury Cotiviti
CCO Edgewood Management Global corporate affairs Chubb
Chief corporate counsel Corebridge Financial Senior director TIAA
Chief governance counsel Viatris Senior executive compensation Atlas Air
CLO Heidrick and Struggles Senior MD, corporate secretary TIAA
CLO, secretary SLB SVP, counsel and corporate secretary AllianceBernstein
Corporate counsel, director, CSR Columbus McKinnon SVP, general counsel Columbus McKinnon
Corporate governance manager Sallie Mae Bank SVP, head of global corporate securities Ralph Lauren
Corporate VP, corporate secretary John Wiley and Sons VP, deputy CLO and assistant secretary HASI
Deputy general counsel Oscar Health VP, DGC and corporate secretary Robinhood Markets
EVP, chief legal officer Regenxbio VP, legal MGRC
EVP, chief legal officer Piedmont Lithium VP, legal Shake Shack


Request full attendee list

Become a partner

Why partner with us? The AI Forum brings together some of the most influential people in the governance community.

The event offers an effective approach to targeting clients when they are exploring how they can implement AI as part of their governance practice. Through our unrivalled knowledge of the subject matters and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience.

The unique buzz we create at our events makes them multi-faceted and highly interactive, with great engagement, particularly with decision-makers at listed companies. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their programs to invest in, which service providers to engage and which consultants to retain. By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice.

We’d love to chat with you about how you can get in front of a truly engaged and motivated audience at the AI Forum. Get in touch with Ian Richman or call on +1 212 430 6895.

Partners

Coalition for the homeless

IR Magazine and Governance Intelligence are long-term supporters of the Coalition for the Homeless. The Coalition is doing all in its power to ensure that homeless New Yorkers get the help and protection they need.

Thank you to our attendees for bringing items to the event to be donated to those in need through the coaliation.

For further information about their work, please visit coalitionforthehomeless.org

Venue

We were delighted to host the event at:

etc.venues
360 Madison Avenue
New York
NY 10017

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