AI generated documents are already sitting in your inbox and maybe even your next board packet, and that’s exactly why we wanted a grounded, practical conversation on how to get the most out of your AI usage and avoid the common mistakes. On this week’s episode of Take It To The Board, host Donna DiMaggio Berger is joined by Thiago Ferreira, founder and CEO of Elevate AI Consulting and an instructor of human-centered AI at the University of Miami, to break down what these tools can actually do for boards, managers, vendors, and residents.
Donna and Thiago dig into the real shift from traditional Google searching to “zero-click” answers, why AI can sound incredibly confident while still being wrong, and the simplest mindset that keeps you safe: trust but verify. Thiago shares quick wins you can try right away, like using global instructions in ChatGPT or Claude to control tone and formatting, enabling the right connectors, and getting just enough training to stop “scratching the surface.”
Then they get into the work community association leaders care about most: clearer communication and better decisions. Donna and Thiago workshop a stronger prompt for a special assessment letter, explain how to stop AI from making dangerous assumptions, and talk through where AI helps versus where it creates risk. Together, they also cover privacy and confidentiality, including how to turn off model training, and why fiduciary duty means the final call a Board makes can never be “AI told me so.”
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