Free virtual session hosted by the RMA Chesapeake Chapter
Sponsored by Harford Bank
Join us for a practical, interactive session showcasing how Copilot and familiar Microsoft tools can support everyday risk and credit workflows responsibly and efficiently.
We’ll demonstrate how to:
- Build risk and portfolio reports faster
- Manage projects with tracked notes, tasks, and follow ups
- Draft credit narratives and legal documentatio
- Leverage Outlook and existing systems for smart email sorting, task management, and communication where appropriate
(Note: Examples shown are illustrative; participants should follow their institution’s internal policies, controls, and governance requirements.) requirements.)
We’ll also discuss high-level:
- AI safety, data protection, and governance considerations
- What should and should not be used with AI in a banking environment
- How these tools align with risk management, compliance, and model use expectations
Designed for banking risk teams, credit professionals, and those who work closely with them or their customers.
- Bring your questions
- Help shape the demos
- Interactive, practical, and approachable
Free to attend. Virtual. Responsible AI for real banking risk work.
Thank you to our sponsor!