AI Coaching

The best AI investment your credit union can make is in your people.

People will keep changing. The credit unions that win will have teams who know how to put AI to work.

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See what's included

Sound familiar?

You know AI could change how you work, but you haven't seen it make a real difference yet

Coaching closes the gap between what AI promises and what your team actually does with it, one use case at a time.

You know where you want to take AI, but not how to get your team there

We help you turn your direction into a roadmap that fits your institution specifically.

You want lasting capability, not a checked box

We stay with you until the capability is real.

That's us. Let's talk

12+

Credit unions enrolled

Weekly

Touchpoints with our advisory team

Ongoing

Support between sessions

Month-to-month. Pricing is scoped to your credit union.

We're not here to sell you on AI. We're here to make your team good at it.

No platform to push, no preferred tool, no commission riding on what you adopt.

This is

Ongoing, hands-on coaching from our advisory team

Tailored to your institution and your actual goals

Practical. You'll build things, not just learn about them

Continuous. We stay with you month to month

Grounded in the credit union industry

This is not

A course or certification program

A vendor selection or procurement service

Generic AI awareness training

A one-time workshop with no follow-through

A push to adopt specific tools

Everything your team needs to actually learn.

Consistent sessions, weekly touchpoints, and support in between. Hands-on work, not slide decks.

Consistent coaching sessions

Video sessions with our advisory team, with real agendas and real outcomes.

Weekly touchpoints

Regular check-ins and direct access to our advisory team between sessions, so questions don't wait.

Use case identification

Find the AI opportunities that fit your operations, then sequence them.

Hands-on skill building

AI assistants, automation workflows, prompt frameworks, and Claude-based tools. What you build is yours.

AI governance framework

Board-level AI strategy, acceptable use policies, and a way to evaluate AI vendors.

Workshop curriculum library

Workshop materials, updated as the technology changes.

Simple structure. Real progress.

Discovery call

We learn where you are with AI today. No pitch. Just whether coaching fits.

Scoped engagement

We agree on scope, introduce you to our advisory team, and set up your first session.

Build and compound

What you learn in month one shapes what you build in month three.

Topics we work through together.

Sessions are tailored to your team. These are the areas we draw from most.

01AI fundamentals for executives

How AI actually works, without the hype. Enough to ask good questions, evaluate vendors, and make real decisions.

02Credit union use cases

Where credit unions use AI today in lending, member service, compliance, operations, and marketing, and what's actually working.

03Prompt engineering and AI assistants

Writing effective prompts, building AI assistants for internal use, and getting consistent outputs.

04Workflow automation

Finding manual processes worth automating and building AI-assisted workflows without a developer.

05AI risk and governance

Data privacy, fair lending, model risk, vendor evaluation, and board-level policy.

06Evaluating AI vendors

Cutting through pitches and evaluating AI features in the products you already buy.

07Building an internal AI culture

Managing resistance, building confidence, and getting people to experiment instead of fear.

08AI strategy and roadmapping

A prioritized plan your board can approve and your team can execute.

A dedicated AI team with credit union roots.

Your engagement is led by CU 2.0's AI practice.

Kirk Drake

Co-Founder and CEO

Former CIO of NIH Federal Credit Union. Founded multiple successful CUSOs.

Zeke Hudson

Head of Marketing and AI Developer

Leads the AI enablement practice and builds the curricula CU teams use.

Dylan Moore

AI Operations

Drives the technical side, from automation architecture to workflow builds.

Looking to start broader?

Some credit unions start with a strategic planning session first.

If your board and exec team aren’t aligned on where AI fits, start there. Ask us about combining both.

See AI Strategy and Planning

Let's talk about your team.

Tell us where your credit union is today. Tell us a little and we'll take it from here.

Prefer email? info@cu-2.com

Not ready to talk yet? Take the AI Readiness Assessment

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