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Third or fourth Friday of the month | 12:00 PM ET
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Peer group inaugural meeting
Friday, September 18, 2026 | 12:00 PM ET
Agenda is below
September 18, 2026, Meeting Agenda (click to view)
September 18, 2026, Meeting Agenda (click to view)
AI Peer Group for Financial Institutions
Inaugural Meeting
Agenda
Date: Friday, September 18, 2026, 12 PM ET / 9 AM PT (60 minutes)
1. Welcome and introductions
l Welcome to AIPG members!
l Brief introductions of the founders
l Purpose statement
If you are a risk, compliance, or information security professional at a bank, credit union, MSB, or fintech and you are confused about governing AI at your institution – you are not alone. At AI Peer Group, like-minded professionals are discussing AI use cases, understanding levels of AI adoption at other institutions, hearing about the challenges, and gathering for meaningful networking.
l Please share your experiences, responses to the questions, and opinions
2. Housekeeping
l Peer group is restricted to professionals at banks and non-bank financial institutions
l Meetings cadence - monthly, every third Friday
l Typical agenda: first part – Q&A, second – education
l By participating in the meeting, you give consent to recording, transcription, and AI notetaking
l Only registered, members, volunteers, and AIPG ambassadors get invitations
l If you want to be taken off the list, send an “unsubscribe” email to contact@aipeergroup.org
l The mailing list may not be used for commercial purposes
l Networking is strongly encouraged – members should feel free to reach out to one another directly
l Members who would like to introduce themselves to the group: post your intros to the meeting chat, or email to contact@aipeergroup.org and we will distribute
l Meeting etiquette: use the raise hand feature to speak so no one talks over each other; video is not required (but can if you want to)
3. Question submissions (from AIPG website form and emails) – to be updated
What is a typical document package requested by a bank from its AI vendor?
(Similar questions)
Can the group share their best practices in managing the risk of AI when it is an auxiliary part of broader vendor solution?
Most institutions will get AI through their core provider, fraud and AML vendors, or fintech partners rather than build it. What are institutions asking vendors about the AI embedded in their products (training data, model changes, explainability, contractual rights to information) and what answers are they actually getting?
Are AI and generative AI tools treated as “models” under your model risk management program (inventoried, tiered, and validated) or are they managed under a separate framework? What has worked, and what has been hard to fit into the existing program?
Which AI training programs or certifications have members completed or are considering and what would you tell a colleague deciding whether one is worth the time and cost?
Who owns AI governance at your financial institution?
How are other banks using AI outside of ChatGPT-type of questions and answers? Are your colleagues at your bank accepting information produced by AI?
4. Website and LinkedIn content and resources
l Home page www.aipeergroup.org – submit questions for upcoming meetings
l Regulatory guidance, publications, and other useful information relevant to the financial industry www.aipeergroup.org/resources; post submissions are welcome
l LinkedIn page www.linkedin.com/company/aipeergroup - analytics on AI
l Email contact@aipeergroup.org with any questions
5. Miscellaneous
l What members want from the peer group – send us your suggestions
l Discussion of recent AI developments in the industry
l Relevant seminars, conferences, and other training (not endorsed by AIPG)
Free virtual conference: AI GOVERNANCE ONLINE 2026 • SEPTEMBER 30, 2026 • 8 AM – 2:30 PM PACIFIC https://aigovconference.com/
Free virtual conference: Anaconda, Oct. 22, 2026, https://www.alldayai.com/
Boston AI Week: September 24 – October 2, https://aiweek.boston/
l AI Certifications - standing item: members’ experiences and opinions on AI certifications (e.g., GARP Risk and AI, Cornell AI/ML)
l Volunteers for AIPG
6. Training at the second part of AIPG meeting: AI 101 – AI Lexicon
October 16, 2026, Meeting Agenda (click to view)
October 16, 2026, Meeting Agenda (click to view)
AI Peer Group for Financial Institutions
October 16, 2026 Meeting
Agenda
Date: Friday, October 16, 2026, 12 PM ET / 9 AM PT
I. Please send your question through the web page: www.aipeergroup.org/qa
II. Question submissions (from AIPG website form and emails). Additional questions
Please share how your institutions effectively incentivize employees for ideas to incorporate AI into programs.
What do smaller institutions do for uses of AI that doesn’t involve $....like using copilot to identify trends in productivity?
What are the expectations of FIs (financial institutions) regarding the use of AI by third-party vendors when providing client services or solutions? Should AI use by vendors be subject to an unqualified prohibition when providing client services or solutions? Should this prohibition be included in any formal statement of work (SOW) prior to project launch? Or should project SOWs include an option that should a vendor intend to or otherwise recommend use (of) AI when providing client services or solutions that this be subject to a written request/written approval/SOW change order request before any such use?
How do members define "AI slop", and how do they detect its presence within the institution (i.e., internally-generated) or in products or services provided by third-party vendors?
III. Education at the second part of AIPG meeting: Practical implications of the CSBS Artificial Intelligence Supervisory Framework published 9/16/2026.
IV. Upcoming guest speaker:
Josh Leibner, executive coach and consultant to Finance Industry CEOs, author of the recent Newsweek OpEd Your AI Strategy Will Fail Without Real Alignment | Opinion - Newsweek , co-author of The Power of Strategic Commitment - will join us for our November AI Peer Group discussion.
V. Website and LinkedIn content and resources
Home page www.aipeergroup.org – registration and questions
Regulatory guidance, publications, and other useful information relevant to the financial industry www.aipeergroup.org/resources; post submissions from AIPG members are welcome!
LinkedIn page www.linkedin.com/company/aipeergroup - analytics on AI
Email contact@aipeergroup.org with any questions
IV. Miscellaneous
Know someone who would be a good match for AI Peer Group? Refer them to the registration page, and we will add them to the list.
What the AIPG members want from the peer group – send us your suggestions.
Volunteer for AIPG
Discussion of the recent AI developments in the industry
Share you experience and opinion on AI Certifications (e.g., MIT Certificate, GARP Risk and AI, Cornell AI/ML, etc.)
Relevant seminars, conferences, and other training (not endorsed by AIPG)
Free virtual conference: Anaconda, Oct. 22, 2026, https://www.alldayai.com/
FinFe$t 2026: Free 2-Day Financial Empowerment and AI Conference: Nov 13-14, 2026 at 9:00 AM, Kean University, 1000 Morris Ave, Union, NJ, 07083. Powered by Prudential and RWJBarnabas Health, https://patch.com/new-jersey/union-nj/calendar/event/20261114/0a53fc1d-d156-4a72-9080-05f7d1eb25e3/largest-free-financial-empowerment-and-ai-conference
Leading AI Governance (Free Webinar): Dataversity, December 1, 2026, 2 pm ET https://www.dataversity.net/webinar/annual-executive-briefing-leading-ai-governance-webinar-series/
UDEMY Free AI self-paced courses: https://www.udemy.com/topic/artificial-intelligence/free/
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