These dynamic breakout sessions will break the mold of traditional panel discussions by offering our audience the chance to actively engage and share their own experiences at multiple points throughout the conversation. These sessions foster real-time collaboration and insightful exchanges, allowing participants to contribute directly to the discussion and learn from each other’s real-world perspectives.

• How firms adapt books‑and‑records programs to capture, store, and supervise AI‑generated content, including disclosures, analyses, and client communications.
• Approaches for supervising emerging messaging platforms, collaboration tools, and informal communication channels as regulator expectations continue to rise.
• Practical methods for updating policies, enhancing surveillance, and ensuring documentation is complete, consistent, and exam‑ready in a rapidly evolving digital environment.