WBA Free Member Webinar: Generative AI

Presented virtually on Tuesday, June 4, from 10:00–11:30 a.m. CT.

1. Introduction to ChatGPT

• Overview of ChatGPT and its capabilities.
• Key terms and concepts for understanding AI.
• Discussion on privacy, bias, facts, and hallucinations.

2. How Prompts Works

• Explanation of how prompts work.
• Tips on crafting effective prompts to improve AI responses.

3. AI Practical Usage Demonstrations (Video Supported)

• Changing Writing Styles to Fit Different Audiences: Tailoring content to meet the needs and expectations of various target audiences.
• Writing Content for Financial Needs: Crafting financial content for marketing and financial literacy.
• Using Dictation and Transcripts for Content Creation and Review: Leveraging spoken input and transcribed text to produce and refine content. Microsoft Stream, Word, and Teams has built in tools for this to support this.
• Writing Manuals: Compiling manuals that provide essential instructions and information.
• Writing Training Documents, Quizzes, Studies, and Multiple-Choice Tests: Developing educational tools to test and reinforce learning.
• Improve HR Conversations: Utilize personality profiles to engage with associates, improve discussions, and address issues.
• Upskilling: Using AI as a tutor to improve Excel and Word skills.
• Compliance Skills: Using AI to review for bias, areas of concerns, and offer alternatives.

4. Wrap Up Thoughts and Q&A

• Final thoughts to kick start AI usage.

About the Speaker

With more than 25 years of financial expertise, Ben Udell is focused on “future proofing” Lake Ridge Bank. As a leader in digital innovation, he enjoys working where technology, marketing, and data analytics intersect with consumer financial needs. He’s a leading banking expert in leveraging practical applications of artificial intelligence and is never afraid to be disruptive went it allows him to find innovative ways to improve the client and associate experience. He’s also a graduate of the Graduate School of Banking at UW-Madison and has an MBA from UMass-Amherst. In his free time, Ben creates content for robotsarepeople.net, an AI and technology focused site, speaks on digital transformation, and writes about the financial industry.

Register Your Team Today!

While there is no registration fee for this complimentary member webinar, we do ask that members register one attendee for each planned webinar connection, to assist with our planning and to ensure sufficient webinar capacity.

This webinar will be broadcasted via the Zoom Webinar platform. Audio will be available via your computer/device or via call-in number. A recording of this webinar will be made available following the live presentation.