AI Meeting Notes and Regulatory Compliance:

A Discussion for Regulated Firms

Thursday, Sep 17 1:00PM EDT

AI Meeting Notes and Regulatory Compliance:

A Discussion for

Financial Services Firms

Thursday, Sep 17 1:00PM EDT

About this discussion

About this discussion

About this discussion

AI note-taking has moved quickly through most industries. In regulated ones, firms are still moving carefully, and for good reason.

Internal pressure to allow these tools is building, and compliance teams are being asked to take a position. But with no prescriptive regulation on whether AI meeting notes count as books and records, firms are landing all over the map: some general counsels say they are not records, some firms ban the tools outright, many allow them with no documented position at all.

Ryan Sheridan of Global Relay and Aydin Mirzaee of Fellow will talk through what they are seeing across the firms they work with: where the real questions sit, and what firms are doing about them now.

Join the conversation about AI meeting notes and regulatory compliance.

Join the conversation about AI meeting notes and regulatory compliance.

Join the conversation about AI meeting notes and regulatory compliance.

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