New noteWhat changes on January 1, 2027
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Insights

Notes written to be useful.

What we're telling clients about AI law, privacy, agents, private AI and training. Full text, no gated PDFs. A new note most weeks.

Law · September 1, 2026 · 3 min

What changes on January 1, 2027

Colorado and California both switch on rules for AI in consequential decisions. If AI touches hiring, discipline, benefits or eligibility, here is what you owe people, and a 90-day way to get ready.

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Latest

September 1, 2026

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 min

Agentic 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 min

Private 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 min

Policy · 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 min

Procurement · 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 min

Benefit 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 min

Training 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 min

Enablement · 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

Resources

Things you can use today.

Free, no form to fill in. Copy them, adapt them, give them to your staff.

Prompt playbooks

Thirty ready-to-use prompts for union halls, training centers, fund offices, nonprofits and small businesses.

Open the playbooks

Vendor questionnaire

The ten questions to send any AI vendor in writing before you sign.

Read the ten questions

Policy structure

The eight sections of a one-page AI use policy and what sits behind it.

Read the structure

Readiness check

Eight questions, five minutes, a stage and the package that fits first.

Take the check

Next step

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Send it. If it's useful to more than one organization, the answer becomes the next note.

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