Director tool
The Next Ninety Days
A six-step institutional sequence boards can put into motion immediately following a Director Nexus briefing. Designed for the period between one committee meeting and the next.
- 01
Map Exposure
Identify where AI, digital assets, and tokenized instruments already touch your operations, balance sheet, or vendor relationships.
- 02
Review Contracts
Audit vendor agreements for data rights, model access, liability allocation, auditability, and exit provisions.
- 03
Name a Policy Owner
Assign clear accountability for AI governance and digital-asset policy — not a committee, a person.
- 04
Educate the Board
Ensure directors can ask informed questions and discharge fiduciary duty on these topics.
- 05
Talk to Banking Partners
Understand your institution's current posture, product roadmap, and compliance expectations.
- 06
Decide: Pilot, Pause, or Monitor
Apply the board-question framework. Document the decision and the rationale in the next set of minutes.
Engage
Want a working version for your board?
The tailored memo Director Nexus delivers after the Digital Money Fluency™ briefing maps each of these steps to your institution's exposures and supervisory context.