A bi-weekly working group for credit union leaders who are done waiting for permission. Strategy and execution in the same room, every session — backed by a shared toolkit that keeps growing.
Includes 2 seats. Additional seats $250/month each.
Rolling membership — cancel anytime.
Each credit union sends two people: a decision-maker and a builder. That pairing is the whole point — strategy without someone to execute it is just a slide deck, and execution without strategic cover stalls at the first compliance question. The Mastermind is designed to keep both moving together.
The person who can say yes, set direction, and run interference when AI initiatives hit organizational friction. They come for the strategy, the peer benchmarking, and Kirk’s monthly theme work.
The person who’s actually going to build things, run workflows, and show up to Spotlight sessions with something to share. They come for the toolkit, the peer builds, and the implementation depth.
Every session drops a new asset. Over time, members accumulate a comprehensive toolkit purpose-built for AI in credit unions — not generic templates repurposed for financial services.
Curated, tested prompts for credit union use cases — member service, lending, compliance, board communication, and internal operations.
Pre-built agent frameworks from the CU 2.0 agent studio. Ready to adapt, not built from scratch.
Governance, vendor evaluation, board AI narrative, NCUA posture, and D&O — practical frameworks your team can actually use.
CU 2.0’s 4-lens AI readiness and effectiveness framework, templated for credit union use.
Structured evaluation tools for AI vendors plus warm introductions to vetted partners when you’re ready to evaluate.
Every Spotlight becomes a write-up. Every session gets indexed. The full archive is searchable and grows with the group.
You get the welcome packet, WhatsApp invite, and full Toolkit access immediately.
A 20-minute recorded orientation and a digest of the last 8 sessions so you can get up to speed on your own time.
A 30-minute 1:1 with the CU 2.0 team in your first month — available to every new member who wants it.
New members observe for two sessions to get the feel of the group, then take a Spotlight slot by session four.
There’s no waiting for the next batch to launch. When you join, you join where the group is — and the onboarding materials make sure you’re not starting cold.
The rolling format means the group is always made up of people at different stages of their AI journey, which turns out to be one of its most useful features. Someone else has already solved the problem you’re about to run into.
The Mastermind is the community and on-ramp. Members who want dedicated 1:1 support, custom builds, or help with vendor selection have a natural path forward — those are separate engagements, not included here.
Tell us about your credit union and who you’d send. We’ll be in touch to talk through fit and get you onboarded.