Credit union strategic planning

Your board and leadership team, aligned on what's next.

CU 2.0 facilitates strategic planning sessions for credit union leadership teams, with AI strategy built in. We bring the AI and technology perspective, the fintech context and the industry candor your team needs to decide where you're heading.

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See what's included

Sound familiar?

Your board and leadership team see AI differently

An outside facilitator gets everyone working from the same picture.

AI is on the agenda, but no one knows where to start

We give you a clear, shared view of what AI means for your credit union.

Planning season is coming

Pressure-test your direction before you lock in priorities.

That's us. Let's talk

Facilitated half-day sessions

Technology and AI keynote

Actionable

A plan you can use next quarter

Starting at $10,000 plus travel.

Perspective you can't get inside your own walls.

We don't come in, take over and hand you a 200-page binder. We bring the AI, fintech and industry view your leadership team needs, then help you decide where you're heading.

This is

Facilitated sessions with your management team and board

An outside view on AI, fintech and technology

Shaped around your credit union's situation

A plan your team can act on next quarter

Grounded in the credit union industry

This is not

A year-long consulting project

A 200-page binder

A vendor pitch

Generic AI awareness training

A plan written without your team

A focused engagement, not a year-long project.

Everything your leadership team needs to leave aligned, with a plan to act on.

Two facilitated half-day sessions

With your management team and board. We surface the hard questions and push past the usual talking points to the decisions that matter.

Technology and AI keynote

A candid look at where AI and fintech are heading and what it means for credit unions. It informs the conversation without overwhelming it.

Actionable strategic framework

Aligned goals, technology priorities and a directional plan your team can act on in the next quarter.

Board oversight, built in

We help your board get comfortable enough with AI and technology to ask the right questions and approve the right investments.

Shaped to your credit union

Every session is built around your situation, drawing on the topics below.

Optional quarterly check-ins

Calls to review progress against your plan and adjust as needed. Add-on pricing is available; ask about it when you reach out.

Simple structure. Clear outcomes.

Tell us where you are

Share your goals and what's on your board's agenda. We'll shape the sessions around them.

Facilitated sessions

Two half-day sessions with your management team and board, opened with a technology and AI keynote.

A plan you can use

Aligned goals, technology priorities and a directional plan. Optional quarterly check-ins keep it on track.

Topics we typically cover.

Every session is shaped around your credit union's situation. These are the areas we draw from most.

01AI landscape and credit union implications

What's real, what's hype, and what credit unions of your size and complexity should care about now.

02Fintech strategy and vendor selection

How to evaluate fintech partnerships without getting sold to: criteria, red flags and a vendor selection process that works.

03Technology forecasting

Where core systems, digital banking, lending and payments are heading, and how today's decisions shape your options in three to five years.

04Board alignment and governance

Helping your board get comfortable enough with technology to ask the right questions, approve the right investments and hold management accountable.

05Competitive positioning

Where fintechs and big banks are targeting your members, which battles are worth fighting, and where credit unions have lasting advantages.

06SWOT and goal setting

Facilitated exercises to surface real strengths, honest gaps and clear priorities.

07Digital member experience

What your members experience elsewhere and what good looks like today, benchmarked honestly with no vendor pitch.

08Workflow automation and operational AI

Where credit unions use AI today, what's working, what the risks are, and how to start without overcommitting.

People who have been in the room.

Your sessions are led by CU 2.0's founders.

Kirk Drake

Founder and CEO

Former CIO of NIH Federal Credit Union. Founded multiple CUSOs and has spent the last decade working where credit unions, fintech and emerging technology meet, advising both sides of the table.

Chris Otey

Co-Founder and CRO

Co-founded multiple CUSOs after leaving Fiserv and serves as a credit union board chair. He sees decisions from both the vendor side and the governance side.

Looking for more?

Planning sets the direction. AI coaching builds the capability.

Pair a planning session with ongoing AI coaching: the session gets your leadership team aligned, and coaching helps your team execute.

See AI Coaching

Ready to get your team aligned?

Tell us about your credit union and what you're trying to accomplish. We'll respond as soon as we can.

Not ready to talk yet? Take the AI Readiness Assessment

Open the Strategic Planning form

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