Excerpt from updated Terms of Service – AI Use Guidance

Use of AI Tools and Data Handling
Roundtables is built on trust. That includes how information is handled outside the meeting.

We are not looking to restrict the use of AI tools. They are valuable and should be used. But they require common sense guardrails.

The simple rule:
If you would not hand the information to a competitor, do not put it into a consumer or free AI tool.

The following should not be entered into consumer or free AI tools (such as ChatGPT, Claude, or similar platforms):

• Roundtables meeting books or materials
• Financial statements (P&L, balance sheet, etc.)
• Employee or client data
• Legal documents or disputes
• Anything shared by another Roundtables member in confidence

There is a meaningful difference between consumer AI tools and enterprise platforms with stronger data handling controls. Members are responsible for understanding how the tools they use handle data.

Information shared within Roundtables is confidential peer-to-peer business data and should not be uploaded into AI tools in raw form.

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