AI Enabled Policy Management: Threats and Opportunities

Highlights

• Understand the components of AI
• Recognize why your policies are now high-value content
• Identify the threats before they cost you
• Learn how to evaluate document exports against MCP agents
• Learn how to apply an integrated AI approach as a process

AI is putting policies and procedures center stage. Ready or not. They're moving out of the repository and in front of every employee, every day, at the moment a decision is made. The question is whether yours are ready for the spotlight.

Beware the chatbot. Moving from document exports to MCP agents. Early adopters are abandoning projects that move documents around and flipping the MCP switch instead. Knowledge of the documents, the revisions, and who can see them stays with the system built for it. The AI simply asks. The question is whether you still plan to build it the hard way.

AI didn't create your governance challenge; it just removed everywhere it was hiding. The answer isn't a cleanup project; it's a process. See how an integrated AI approach lives inside authoring, review, and approval, continuously monitoring the library and keeping every policy aligned with organizational needs and a regulatory environment that never stops moving.

AI is here, and your Policies and Procedures are a top target. Your documents are already facing more scrutiny than they have in their entire history, whether you want it or not. AI is the catalyst, but it is also the solution. Join this webinar to learn the threats to watch for as AI comes for your documents, and how to use the same AI to make everything it touches better.

Learning Objectives:

• Understand the components of AI. AI in Policy management comes down to three things: the content, the model, and the prompt. Get any one of them wrong, and the AI will still answer. It will just be wrong.
• Recognize why your policies are now high-value content. AI is about to read, compare, and answer from your Policies more than any human ever has. An informal process that nobody noticed before will get noticed now.
• Identify the threats before they cost you. Unsanctioned AI use, exported copies that fall out of date, models you don't control, and the request for "copies of your documents" that should stop any project until someone explains why.
• Evaluate document exports against MCP agents. Why early adopters gave up on exporting their libraries, and the questions to ask any vendor to find out whether their AI is connected to your source of truth or working from a copy.
• Apply an integrated AI approach as a process. What AI looks like when it lives inside authoring, review, and approval, so the library gets checked and improved with every revision and keeps up with the regulations without a cleanup project.

Speaker:

David Munro, CEO, DocTract

Additional Information:

Field of Study: Management Services

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

CPE Credit Notice

This is a group internet-based event for NASBA authorized continuing education credit. OCEG webinars are free for anyone to attend, but only Attendees who have an OCEG All Access Pass will receive a Certificate of Completion for the webinar indicating 1 hour of CPE credit.

OCEG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For information regarding administrative issues such as complaints or refunds, please contact OCEG at [email protected].