Mike Balsam

Artificial intelligence is quickly becoming one of the most valuable productivity tools available to banking and credit union leaders—so dive into a practical introduction to using today's leading AI platforms before diving deep into the tool most commonly found in financial institutions: Copilot. Learn how to move beyond the traditional "Google search" mindset and start collaborating with AI to generate better insights, faster decisions, and higher-quality work. Through real-world examples, attendees will discover the fundamentals of effective prompting, including how to structure requests using goals, context, expectations, and frameworks to consistently achieve stronger results. Finally, attendees will hear new ways to customize Copilot to reflect their personal communication style and organizational needs, creating more useful and authentic outputs. Get strategies for:

• Understanding the differences between leading AI tools and where each fits within the workplace

• Applying frameworks to improve the quality and consistency of AI-generated outputs

• Leverage Copilot to manage tasks and increase productivity

• Customize AI tools to reflect your communication style and needs and support day-to-day leadership responsibilities