Kirk Drake – President and Founder

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Kirk is a lifelong entrepreneur. After founding a high school bank, he created and founded eight more successful businesses. In fact, this bio is part of one of those very businesses.

Each new business increasingly focused on the technological side of finance. From disaster recovery, to cybersecurity, to developing a digital wallet, to establishing inbound marketing in the financial market, Kirk has done quite a bit. And, though he hasn’t yet done it all, he’s working on it.

In addition to creating and managing businesses and a family, Kirk enjoys public speaking. You may have seen him on stage at a conference introducing his digital playbook to credit unions. Or perhaps you caught him talking about how AI is entering (and changing) the financial industry. Or, if you were really lucky, you might have caught one of his standup comedy routines.

When Kirk isn’t busy working, he’s probably either raising three children, helping his wife Kim manage their winery, or, on rare occasions, actually sleeping.



Chris Otey – Chief Revenue Officer, EVP

Chris Otey Credit Union Genius

Chris is the Chief Revenue Officer at CU 2.0 and the chairman of the board at South Bay Credit Union. In these roles, Chris creates partnerships between fintech providers and credit unions to allow them to thrive in a constantly changing digital environment.

Previously, Chris was the Chief Revenue Officer at CU Wallet. He worked in all facets of the credit union division within Fiserv. He has also sold, trained, and installed core processing, EFT services, wire services, internet banking, bill pay, mobile solutions, and accounting systems. The point is, he may have forgotten more about the industry than most people have learned.

Of course, business isn’t everything. Chris is a dad, and he coaches his two daughters’ soccer teams in the uber competitive town of Manhattan Beach, CA. He also enjoys the finer things in life: a tumbler of good scotch, an Ashton cigar, and a good round of golf. Chris has lost to most of the best golfers in the credit union industry.

Zeke Hudson – Creative Director


The guy who gets you content

Zeke Hudson is a recovering academic, recovering bartender, and fully recovered electrical engineer. Most of his work at CU 2.0 involves developing marketing strategies and overseeing content production.

Oh yeah, and writing. Blogs, case studies, web copy—you name it. Fortunately, a BA in English and an MFA in writing prepared him for all those words.

When Zeke isn’t writing, he’s usually doing something “fun,” like mountain biking. Or Dungeons & Dragons. Or backpacking. Or gardening. Or curling up with tea, jazz, and a good book. He lives in Ashland, Oregon, with his partner Micah and their cat, P.D. (short for Party Dog, pronounced “Petey”).

Dylan Moore – Project Manager

The guy who automates your stuffDylan Moore had many options after graduating from UC Santa Cruz with a BS in Technology and Information Management. After a few mind-numbing jobs, he chose travel.

Did he say travel? He meant to say, “a peripatetic quarter-life crisis through South America.”

Somehow, that led him to Ashland, Oregon and CU 2.0. His roles include project management, marketing automation, and digital strategy.

When he’s not working, he’s probably flying down the mountain (bike and board—sometimes with Zeke!) or camping. When he’s home, he plays piano and guitar, or can be found in his yard tending to his garden.

Talli McCracken – Executive Assistant

The OrganizerTalli McCraken is an organizer. She creates a prioritized list every day and begins crossing off tasks, top to bottom. Her attention to detail ensures that CU 2.0 processes and procedures are done right.

Talli has lived all over the world—Abu Dhabi and Buenos Aires were highlights. Consequently, she’s pretty into travel, and she’s almost multilingual. Almost.

But Ashland, Oregon is home, and travel is expensive. Instead of jet setting from port to port (or whatever fancy people do), she paints household objects with her roommate to make old, familiar things seem new and exciting again.

Dr. Patty Ann Tublin – Relationship and Communication Expert

Dr. Patty Ann Tublin Credit Union Fintech Mastermind

Dr. Patty Ann Tublin is the CEO & Founder of Relationship Toolbox LLC, a training and development consulting firm specializing in the development of emotional intelligence and other “soft” skills that promote optimal individual and group performance that impacts the bottom line. As a relationship, Communication and Emotional Intelligence expert, Dr. Patty Ann understands that Human Capital is every company’s most important asset.

She provides customized women’s initiatives that reflect her passion & commitment to the empowerment of women at work. Dr. Patty Ann authored two (2) Amazon best-selling books: “Not Tonight Dear, I’ve Got a Business to Run” & “Money Can Buy You Happiness: Secrets Women Need to Know to Get Paid What They Are Worth!” that received glowing testimonials from Barbara Corcoran of SHARK TANK fame.

As a professional speaker who has keynoted in London, Dubai, Saudi Arabia, Nigeria & New York, Dr. Patty Ann’s enthusiasm is contagious and her knowledge is second to none. Her speaking topics include Emotional Intelligence, work-life balance, negotiation strategies for women, executive presence & strategies on how to close the gender wage gap.

She provides executive coaching, workshops & seminars that utilize all “soft” skills to enhance individual & overall company performance.

Dr. Patty Ann was the 2015 recipient of the prestigious Women’s Leadership Award presented in Washington, DC along with other dignitaries such as Mrs. Colin Powell.

Dr. Patty Ann has been featured as a frequent expert on every major media platform including ABC, NBC, CBS & FOX Business News. Her articles have appeared in many well-respected publications including The WSJ, The NYT, Forbes, INC., SUCCESS Magazine & Entrepreneurial Women Magazine to name a few.

Dr. Patty Ann Tublin obtained a B.S. & two (2) Master’s Degrees from NYU. She graduated Summa cum Laude with a Doctorate in Clinical Psychology, & she is a Registered Nurse. She is a married mother of 4 children.

Sean Zimmermann - Executive Consultant

Sean has worked in the credit union industry for over 25 years in various roles including President and CEO, Congressional Federal Credit Union, Chief Financial and Strategic Officer for Bank Fund Staff FCU and SVP of Operations and Technology and VP of Finance at Tower FCU.

He currently serves as the Vice Chair of Credit Union Miracle Day, Inc. and the Treasurer of the CU Foundation MD|DC Board of Directors. He previously served as Vice Chair and Treasurer on the Ongoing Operations, LLC Board.

Sean holds an MBA in Finance and a Masters Plus in Accounting from Loyola College and graduated magna cum laude with an undergraduate B.S. degree in Business Administration with concentrations in Finance, Management and Marketing. He passed the 1997 CPA exam on his first attempt with one of the top 10 scores in the State of Maryland.

In his spare time, he enjoys spending as many moments as possible with family and friends, attending youth sports events, and other activities with his wife, son, and two daughters. Sean served for many years as a soccer coach and trainer as well as past president, vice president, and director of coaching for an athletic association. He also likes to run and workout as well as read for personal development and pleasure. When time permits, he also enjoys golf and hiking.

About Credit Union 2.0

In 2016, Kirk Drake authored the book Credit Union 2.0 to help credit unions compete in the digital age. Today, CU 2.0 continues the work that the book started.

CU 2.0 provides modern marketing tools and strategies to credit unions and the technology companies that support them. We offer custom content, automated marketing, strategic representation, and a little secret sauce to increase digital engagement with your brand.

The Credit Union 2.0 Approach

We believe that a strong digital presence is a necessary component to business growth. But building and maintaining a digital presence is no easy task. Finding talented people to strategize, develop, release, and leverage marketing content is increasingly difficult.

CU 2.0 works with your team to define who you are, where you’re going, and what sets you apart. Together, we’ll develop a plan that fits your brand goals. Then, we’ll execute a digital strategy to increase web traffic, engagement, and leads.

contact us to learn more!