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About This Webinar
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.
Agenda
  • Introduction
  • Presentation
  • Q&A
  • 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.
Presenters
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Morgan Crowley
Senior Manager
Morgan Crowley is a senior manager with nearly 10 years of experience in risk advisory and audit services, serving clients exclusively in the banking industry. She specializes in financial statement audits and outsourced internal audit services for private and public banks. Morgan has deep expertise in FDICIA compliance and SOX internal control documentation, testing, and consulting for both accelerated filers and smaller reporting companies. She also specializes in CECL consulting and leads Wipfli’s national CECL validation practice.
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Matt Sabo
Director
Matt Sabo is a director with 25+ years of experience in data management, data integration, and advanced statistical analysis. Matt has planned enterprise data-management strategies and implemented analytic solutions for clients in the financial services, commercial real estate, manufacturing, healthcare, and technology industries. He has deep industry knowledge in financial-services analytics, particularly in the areas of credit management, lending performance, risk profiling and compliance reporting. In addition, Matt helps organizations integrate predictive models into their operational processes.
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Ken Kulawiak
Senior Manager
Ken Kulawiak is a senior manager in Wipfli’s cybersecurity and technology management practice. He specializes in helping organizations mature their information security posture by reducing risks to a strategic level. To meet the rigorous expectations of customers, regulators, and business partners, Ken works with clients to ensure their holistic information security program and risk management practices continue to evolve to ensure confidentiality, integrity, and availability of the organizations data.

Ken leads a variety of engagements designed to help improve organizations’ cybersecurity posture, including virtual CISO, cybersecurity risk assessment, governance risk and compliance reviews, incident response planning and simulation, vulnerability and penetration testing, security audit, and control verification. He is a frequent author and speaker on cybersecurity, data governance, risk, and security compliance topics.
1777989920-9ef8f15d525b36c4
Morgan Crowley
Senior Manager
Morgan Crowley is a senior manager with nearly 10 years of experience in risk advisory and audit services, serving clients exclusively in the banking industry. She specializes in financial statement audits and outsourced internal audit services for private and public banks. Morgan has deep expertise in FDICIA compliance and SOX internal control documentation, testing, and consulting for both accelerated filers and smaller reporting companies. She also specializes in CECL consulting and leads Wipfli’s national CECL validation practice.
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Stephanie Suchla
Senior Manager
Stephanie Suchla is a senior manager with over 10 years of experience in serving financial institution clients. She has a passion for understanding the unique issues impacting financial institutions. Stephanie serves on the firm’s Financial Institutions Technical Issues Committee (TIC), which is dedicated to providing communication updates and research on developing accounting standards and reporting issues.
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