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Upcoming Events

CFO Roundtable: Succeeding responsibly with AI

9/17/2026 12:30 PM - 01:30 PM (CT)

Event Contact:

Name: Forrester Sey

Phone: 404.420.5720

Email: forrester.sey@wipfli.com


To succeed with AI, financial institutions must understand the technology, its costs and how to govern it responsibly. That’s a tall order given the pace of change.

Join Wipfli to learn how to evaluate, implement and govern AI responsibly. We’ll discuss capabilities you could gain from different AI technologies, the role of data management and governance and practical steps to manage risk and control costs.

This session will cover:

  • AI technologies available today and how organizations are using them.
  • Common implementation risks and how to mitigate them.
  • How data management and governance influence AI outcomes.
  • Common AI cost models, along with budget and planning considerations.

This session will help you better understand the technology, risks and planning considerations for adopting AI in financial institutions. Register today to build a responsible and successful AI strategy.

 

Speakers

Sabo Matt
Matt Sabo
Director, Wipfli Advisory LLC
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Ken Kulawiak
Ken Kulawiak
Senior Manager, Wipfli Advisory LLC
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Morgan Crowley
Morgan Crowley, CPA
Senior Manager, Wipfli Advisory LLC
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Stephanie Suchla
Stephanie Suchla, CPA
Senior Manager, Wipfli Advisory LLC
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