AI In the Boardroom – What Independent Directors Should Know

Overview

AI has been around for a long time but Gen AI has supercharged adoption across companies in all sectors. Both Boards and company leaders are increasingly being pressured to articulate an AI strategy and to avoid loss of competitiveness as the business world forges ahead with adoption. How should Private and Family Owned Company Boards be thinking about this new capability that is being spoken about as the next revolution after the Internet? What risks and opportunities does it present? What impact will it have on workforce planning? How should boards safeguard against non-financial risks such as cyber risks enabled by AI? Please join us in a stimulating discussion on the topic by a panel of highly experienced and engaged speakers who will unpack the corporate governance issues associated with this technology and its many capabilities and challenges.

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$35 PDA Members
$45 Non-Members

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Panelists

Anne Mai Bertelsen Global Fortune 500 Senior Leader

 Anne Mai Bertelsen is a global Fortune 500 senior leader with 30+ years’ experience guiding brands in highly regulated industries transformations for growth. A former Managing Director at Accenture, she guided clients developing AI capabilities and governance frameworks.  In addition to her work with clients, leveraging her public policy, marketing, and data science backgrounds, she developed a proprietary AI regulatory review engine that is an embedded capability within the company’s managed marketing solutions.

Susan Youngblood Chief Human Resources Officer (CHRO) / Chief People Officer (CPO)

 Susan Youngblood is an accomplished executive with deep experience leading people strategies and large-scale workforce transformations. As the Chief Human Resources Officer of digital engineering firm Ascendion and in executive positions at global corporations IBM, Bank of NY Mellon, and London Stock Exchange Group, Susan quickly scaled technical workforces, assessed future skill needs, and optimized workforce composition through strategic workforce planning.

She has leveraged new technologies, including Artificial Intelligence (AI) and Robotic Process Automation (RPA) globally, freeing employees to focus on more strategic work and driving operational efficiencies. Her combination of technical savvy and human capital management expertise positions her to advise boards on preparing for the AI-enabled workplace.

Susan serves on the Board of Directors for Cornell University’s ILRAA, is on the Advisory Council for SUNY College of Optometry, and is an Angel investor. She is a member of the National Association of Corporate Directors (NACD) and the Private Directors Association (PDA).

She holds a bachelor’s degree in psychology from Vassar College and a Master of Industrial and Labor Relations (MILR) degree from Cornell University.

 Samantha Kappagoda is a Board Director, Nominating Committee Chair and Audit Committee Member of Credit Suisse Mutual Funds (eight funds including NYSE: CIK & DHY). She is a seasoned data scientist, economist, entrepreneur and capital markets professional, with over twenty-five years of global experience across Artificial Intelligence and other emerging technology, data analytics, financial management, and risk governance. She is a regular speaker at conferences, focusing on assessing tradeoffs between potential benefits in adoption of AI and associated risk and liability implications. She has been both strategic and pragmatic throughout her career, identifying emerging opportunities, mitigating unanticipated risks, and navigating complex issues in highly regulated multidisciplinary settings. She has founded two analytics firms, established an industrial research lab at New York University, and overseen analytics across diverse environments including the World Bank, and at global macro hedge fund Caxton managing $15 billion of assets. 

Samantha is currently Chief Data Scientist and Co-Founder of Numerati® Partners, an analytics firm that evaluates emerging technology for commercial deployment, where she focuses on corporate governance and exposure implications related to algorithmic bias, data integrity and privacy. In addition she is Research Advisor at RiskEcon® Lab for Decision Metrics @ Courant Institute of Mathematical Sciences NYU, established and funded to develop computational and analytical methods with diverse industry applications.

 Pouya began his wealth management career at JPMorgan Private Bank and was also a Senior Banker at Credit Suisse. Prior to focusing on wealth management, Pouya practiced law 1 at Mayer Brown LLP and Carter Ledyard & Milburn LLP, advising clients on matters related to capital markets, finance and trust and estate/tax planning.3 Pouya also served as law clerk to the Honorable Renee R. Roth at the New York County Surrogate’s Court. From 2009-2011, Pouya worked as a consultant to a consortium of prominent international families and organizations on issues related to asset/force protection, capital flight and direct investments, focusing his clients’ efforts in jurisdictions throughout Western Europe, the Middle East and North Africa. Pouya has served as an advisor to policy makers on financial regulations, foreign affairs and emerging technologies.

Pouya received his J.D. from Fordham University School of Law, where he was a member of the Fordham International Law Journal and holds a Masters in Science from NYU Tandon School of Engineering/NYU School of Law.2 He is a graduate of the honors program at The George Washington University with a degree in cognitive neuroscience/ political science. Pouya is a previous member of the New York City Bar Association’s Estate and Gift Taxation Committee and a former Board Member and National Vice President of the Iranian-American Bar Association (IABA). From 2011-2013, Pouya was a contributor to the Forecasting World Events Project at the Defense Advanced Research Projects Agency (DARPA). Currently, Pouya is a member of Business Executives for National Security (BENS), the Banking and Finance Leadership of UJA Federation of New York and is a designated Ambassador of Wells Fargo & Co., representing the firm on the Council on Foreign Relations (CFR) and the Institute of International Finance (IIF). Pouya sits on the Investment Committee for Golda Och Academy and is a member of the Task Force on Anti-Semitism at Newark Academy.

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