Technology Solutions & Practices Shared Interest Group

  • 1.  Generative AI

    Posted 04-01-2025 04:56 PM

    Hi,

    My organization is starting to test out generative AI. Naturally, the finance team has security concerns about using the tool. I am curious if anyone else is using generative AI and how they managed governance. 

    Thanks



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    Morgan McQuade
    Analyst
    Seattle WA
    United States
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  • 2.  RE: Generative AI

    Posted 04-02-2025 11:29 AM

    We are using the generative AI tool in our operations. The tool that we have chosen for the same was Copilot AI. Since we already had all our Data within the Microsoft frameowrk and the tool was offered by Microsoft, majority of the Security concerns were addressed.

    From a governance point for the F&A function we also had standing guide lines issued for the Do's & Don'ts.



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    Joepaul Kalathil John CMA
    Director/Manager
    Ernakulam
    India
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    Original Message


  • 3.  RE: Generative AI

    Posted 04-05-2025 12:09 PM
    Edited by Danielle Jenkins 04-05-2025 12:09 PM

    Hi Mary,

    I'm currently conducting doctoral research on this very topic and would love to hear from you and your colleagues about your experiences with generative AI, specifically how AI integration has been perceived and the leadership strategies influencing AI adoption. Please check out the recruitment announcement through the link below. Feel free to share it with anyone who may be interested.

    Google Forms Link: https://forms.gle/eDsBdw7S6LWHmTNF7 

    Regards,

    Danielle



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    Danielle Jenkins
    VP, Financial Analysis
    United States
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    Original Message


  • 4.  RE: Generative AI

    Posted 21 days ago

    Thats a great thought thread @Morgan McQuade! Thanks for initiating. We address governance concerns and frameworks as they come up - new tool, new process, see how it impacts governance and from what perspective, develop, tweak existing frameworks and reporting processes. Continuously keep an eye on the environment and update governance materials accordingly. Similar to expansion into different markets, or product lines, so on, tackle it as it comes along. Not saying, go and implement without thinking of consequences, but work both the implementation thought process and governance thinking at the same time, then update update, revise revise.



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    Ilya Ilienko, dual MBA, CPA, CMA
    Board Member / Director
    East Coast - United States
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