Compliance Conversation Kit
All 6 components, free and open. Nothing to sign up for. This page stays here, so you can bookmark it and come back.
Kit Overview & Quick-Start Guide
Start here. A component map and decision tree to help you use the kit effectively.
"What Your Compliance Officer Needs to Say Yes" Framework
A structured approach to building the compliance case for AI adoption at your firm.
Business Case Template for AI Tool Adoption
Fill-in-the-blank template that speaks compliance language, ready for internal presentation.
Vendor Evaluation Checklist (Canadian-Specific)
Canadian-specific criteria for evaluating AI tools against CIRO, PIPEDA, and provincial regulatory requirements.
Conversation Preparation Guide
Actual language for internal advocacy: what to say, what to avoid, and how to frame the conversation with compliance teams.
Compliance Meeting Agenda Template
Pre-structured agenda that covers all the compliance officer touchpoints for an AI tool approval meeting.
Start with the Kit Overview to see how the components work together, then work through them in the order that fits your situation.
If you are evaluating a specific AI tool, the Vendor Evaluation Checklist is the fastest way in.
The Compliance & AI Dispatch, the fortnightly newsletter, is separate from this kit. Downloading the kit does not add you to the Dispatch. If you want the Dispatch, the signup is at northerncatalyst.ca/newsletter
These tools support your professional judgment and compliance process. They are not substitutes for legal or compliance advice. Review with your compliance officer before implementation.