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CU 2.0

AI Mastermind

Build real AI with the people who get it.

A bi-weekly working group for credit union and fintech teams who are ready to build. Strategy and execution sit in the same room every session, backed by a shared toolkit that keeps growing.

Who it's for

Credit union leaders and builders

Bring a decision-maker and the person who'll do the building, so strategy and execution move together.

Fintech teams putting AI to work

Build alongside peers from across the credit union and fintech world.

Teams stuck between pilot and production

Bring what you're testing or stuck on. Someone in the group has likely hit it already.

2×

Group sessions a month, 60 minutes each

Rolling

Join anytime, no cohort dates

Included

With CU 2.0 AI Coaching

Strategy and execution in the same room.

Each session pairs the people who set direction with the people who build. You leave with something you can use that week.

This is

A 60-minute working session, twice a month

Real work from real teams, shared in Spotlights

A new toolkit asset every session

Peers at different stages of their AI work

A group that keeps talking between calls

This is not

A webinar you watch and forget

Vendor pitches or case studies

A cohort with fixed start dates

Generic templates reworked for finance

1:1 consulting or custom builds

What members get.

Everything below comes with membership.

Bi-weekly group sessions

60 minutes, twice a month. Kirk leads a monthly theme, then members share what they're building, testing or stuck on.

Full CU 2.0 AI Toolkit access

Prompts, agent templates, playbooks and vendor scorecards built for credit unions. A new asset drops every session.

Monthly office hours with Kirk

Bring strategy questions, blockers or anything you want a second opinion on.

A WhatsApp channel

The conversation keeps going between calls, with questions, shares and quick takes on new model releases.

Recorded and indexed sessions

Catch what you missed, or find a Spotlight that turns out to matter three months later.

NCUA query tool

Pull call report data for peer benchmarks and industry trends without digging through the NCUA website.

Rolling membership. Hit the ground running.

01

Get the toolkit

You get the welcome packet, the WhatsApp invite and full toolkit access right away.

02

Catch up on your own time

A short recorded orientation and a digest of recent sessions get you up to speed. An optional 1:1 with the CU 2.0 team is there in your first 30 days.

03

Watch, then share

Observe for two sessions to get a feel for the group, then take a Spotlight slot by your fourth.

What happens in every session.

60 minutes, every two weeks. Here's how the hour runs.

Welcome and new member intros (5 minutes)

A quick check-in, plus introductions for anyone joining for the first time.

Kirk's theme segment (20 minutes)

Each month has a theme: a skill build or a strategy frame. Kirk leads it, part teaching and part practical application, so you leave with something to use that week.

Member Spotlights (25 minutes)

Two or three members share what they're building, testing or stuck on, using a standard Spotlight template. This is the core of every session.

Toolkit drop and handoff (10 minutes)

A new toolkit asset, a preview of the next session, and the conversation moves to WhatsApp until the next call.

Start building AI with your peers.

Tell us about your organization and who you'd send. We'll respond as soon as we can.

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