My Courses

  • How AI is Quietly Revolutionizing Everyday Life

    How AI is Quietly Revolutionizing Everyday Life

    If you’re still picturing AI as some futuristic robot butler or a sci-fi villain plotting to take over the world, let’s take a moment to hit refresh. AI is not just a plot device for Hollywood blockbusters. It’s quietly slipped into our daily lives, like that friendly neighbor who pops by with unexpected gifts. You…

  • AI, Patent Strategy, and What Actually Drives Outcomes in 2026 – Part 3

    AI, Patent Strategy, and What Actually Drives Outcomes in 2026 – Part 3

    Investment Committee Takeaways – Agentic AI is changing diligence from a fixed workstream into a continuously operating risk engine. The core question is no longer whether a portfolio looks strong; it is whether the portfolio supports the valuation under realistic market, reimbursement, regulatory, and competitive pressure….By: Adler Pollock & Sheehan P.C.

  • AI, Patent Strategy, and What Actually Drives Outcomes in 2026 – Part 3

    AI, Patent Strategy, and What Actually Drives Outcomes in 2026 – Part 3

    Investment Committee Takeaways – Agentic AI is changing diligence from a fixed workstream into a continuously operating risk engine. The core question is no longer whether a portfolio looks strong; it is whether the portfolio supports the valuation under realistic market, reimbursement, regulatory, and competitive pressure….By: Adler Pollock & Sheehan P.C.

  • RIAs Should Proceed with Caution When Using AI Tools on Calls with Clients

    RIAs Should Proceed with Caution When Using AI Tools on Calls with Clients

    Registered investment advisers (RIAs) are increasingly adopting artificial intelligence (AI) tools that automatically transcribe and summarize client calls. While these technologies may offer efficiency gains, they introduce significant legal and compliance risks. This alert discusses the intersection of AI transcription tools with state wiretapping laws, privacy considerations, Securities and Exchange Commission (SEC) requirements, and the…

  • RIAs Should Proceed with Caution When Using AI Tools on Calls with Clients

    RIAs Should Proceed with Caution When Using AI Tools on Calls with Clients

    Registered investment advisers (RIAs) are increasingly adopting artificial intelligence (AI) tools that automatically transcribe and summarize client calls. While these technologies may offer efficiency gains, they introduce significant legal and compliance risks. This alert discusses the intersection of AI transcription tools with state wiretapping laws, privacy considerations, Securities and Exchange Commission (SEC) requirements, and the…

  • AI Governance in Health Care: What In-House Counsel and Compliance Teams Need to Know Now

    AI Governance in Health Care: What In-House Counsel and Compliance Teams Need to Know Now

    As artificial intelligence (AI) becomes embedded across clinical and administrative workflows, health care organizations face growing pressure to establish governance frameworks that address compliance, legal, accreditation, and patient-safety considerations….By: Baker Donelson

  • AI Governance in Health Care: What In-House Counsel and Compliance Teams Need to Know Now

    AI Governance in Health Care: What In-House Counsel and Compliance Teams Need to Know Now

    As artificial intelligence (AI) becomes embedded across clinical and administrative workflows, health care organizations face growing pressure to establish governance frameworks that address compliance, legal, accreditation, and patient-safety considerations….By: Baker Donelson

  • AI-Enhanced Misappropriation: When Departing Employees Leave with More Than Just Client Lists

    AI-Enhanced Misappropriation: When Departing Employees Leave with More Than Just Client Lists

    Consider the scenario: a higher-up employee uploads six months of internal strategy documents into a generative AI tool, generates a ten-page competitive playbook synthesizing the company’s pricing models, customer relationships, and go-to-market plans, and resigns the next morning. Nothing was forwarded, downloaded, or copied in the traditional sense—but the employer’s most valuable information just walked…

  • AI-Enhanced Misappropriation: When Departing Employees Leave with More Than Just Client Lists

    AI-Enhanced Misappropriation: When Departing Employees Leave with More Than Just Client Lists

    Consider the scenario: a higher-up employee uploads six months of internal strategy documents into a generative AI tool, generates a ten-page competitive playbook synthesizing the company’s pricing models, customer relationships, and go-to-market plans, and resigns the next morning. Nothing was forwarded, downloaded, or copied in the traditional sense—but the employer’s most valuable information just walked…

  • What Compliance Functions Should You Automate First?

    What Compliance Functions Should You Automate First?

    If you want to give your compliance team superpowers, then give them the power of automation. If your compliance program is still operating primarily through spreadsheets, emails, and manual tracking, regulators already view your program as ineffective….By: The Volkov Law Group