Privacy · August 18, 2026
Five ways member data leaks into public chatbots
It is rarely a hack. It is a helpful person with a deadline and a free tool. Here are the five routes we find in almost every organization, and the fix for each.
Read the note · 3 minAgentic AI · August 4, 2026
Assistants versus agents: what a director needs to know
An assistant answers. An agent acts. The difference is who is accountable for what happens next, and how much you let it do on its own.
Read the note · 3 minPrivate AI · July 28, 2026
When a private AI is the right call, and when it isn't
A model running in your own environment is not a luxury anymore. Here is what “private” and “local” mean in plain language, what it changes, and the one rule for deciding.
Read the note · 3 minPolicy · July 14, 2026
The one-page AI use policy: what's in it and why it's one page
The policies that get followed are the ones people can remember. Here is the structure we give every client, section by section.
Read the note · 3 minProcurement · June 30, 2026
Ten questions to ask any AI vendor before you sign
The demo will be good. The contract is where the risk lives. Send these ten questions in writing and read the answers before the second call.
Read the note · 3 minBenefit funds · June 16, 2026
What trustees should ask before a fund touches AI
A fiduciary does not need to understand the model. A fiduciary needs a record showing the questions were asked and answered. Here are the six.
Read the note · 3 minTraining funds · June 2, 2026
AI, training material and your apprentices
The Department of Labor is putting AI into registered apprenticeship. Here is what a training center should do first, and what to protect before it does anything.
Read the note · 3 minEnablement · May 19, 2026
Prompting for office work: a plain-language guide
You do not need to learn a new language. You need to give the tool what you would give a new hire: the situation, the job, the format, and an example.
Read the note · 3 min