AI Coaching for Credit Unions | CU 2.0

Credit Union AI Coaching

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

AI tools will keep changing. Vendors will keep pitching. The credit unions that win won’t be the ones with the most software — they’ll be the ones whose teams know how to think with AI, adapt to it, and put it to work on what actually matters.

Talk to Us See What’s Included

200+

CU executives in our network

2×/mo

Dedicated coaching sessions

Ongoing

Async support between sessions

Start the Conversation

Tell us about your credit union

We’ll follow up to learn more about where your team is today and whether coaching is a good fit right now.

✓ Got it — we’ll be in touch within one business day.

What This Is — and Isn’t

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

A lot of what passes for “AI coaching” in this industry is really vendor demos with better branding. We don’t have a platform to push, a preferred tool to promote, or a commission riding on what you adopt. Our goal is to help your executive team develop durable AI capability — the kind that stays useful even as the technology keeps changing underneath it.

This is not

A course or certification program
A vendor selection or procurement service
Managed IT or AI platform access
Generic AI awareness training
A one-time workshop with no follow-through
A push to adopt specific tools or platforms

This is

Ongoing, hands-on coaching with a dedicated CU 2.0 advisor
Tailored to your institution, your team, and your actual goals
Focused on building real capability in the people who run your credit union
Practical — you’ll build things, not just learn about things
Continuous, not episodic — we stay with you month to month
Grounded in the credit union industry, not generic business AI

What’s Included

Everything your team needs to actually learn.

Two sessions a month. Unlimited async support between them. Hands-on work, not slide decks. And a curriculum that evolves as the technology does.

📅 Engagements run month-to-month. Pricing is scoped to your credit union — reach out for details.

💬

Two Dedicated Coaching Sessions per Month

One-hour video sessions with your dedicated CU 2.0 advisor, twice a month. These are structured conversations with real agendas and real outcomes — not check-ins. Sessions are shaped around what’s most useful for your team right now.

✉

Unlimited Async Support

Between sessions, your team has direct access to your advisor via Slack, email, or equivalent channel. Questions, quick reviews, sanity checks — you don’t have to wait two weeks to get an answer to something that came up today.

🔍

AI Use Case Identification & Prioritization

We help you find the AI opportunities that actually fit your operations, member base, and strategic goals — not the ones that make for good conference slides. Then we help you sequence them so you’re building toward something, not just experimenting.

🛠

Hands-On Skill Building

Your team will build real things: custom GPTs, automation workflows, prompt frameworks, Claude-based tools. The goal is capability that lives in your people, not dependency on a specific platform. What you build is yours.

🏔

AI Governance Framework

We help you develop a practical AI governance approach your board can understand and support — including board-level AI strategy, acceptable use policies, and a framework for evaluating AI vendors that doesn’t require a law degree to apply.

📚

Workshop Curriculum Library Access

Access to CU 2.0’s evolving library of AI workshop materials, updated as the technology and industry develop. Not a static course — a living resource that keeps up with how fast things are moving.

Who This Is For

Built for credit union executive teams, not IT departments.

📢

Your board is asking about AI and you don’t have a good answer yet

The pressure is real. Boards are seeing AI headlines and asking what the credit union is doing. Coaching helps you develop an honest, defensible answer — and the strategy to back it up.

🎯

You’ve been handed an AI mandate with no roadmap

A lot of credit union leaders have been told to “figure out AI” without any real guidance on what that means. We help you build a roadmap that makes sense for your institution specifically.

📈

You want to build lasting capability, not just check a box

If your goal is to actually understand AI well enough to make good decisions about it — not just complete a training module — this is built for you. We stay with you until the capability is real.

How It Works

Simple structure. Real progress.

Every engagement starts with a conversation. From there, the work is structured but flexible — built around what your team actually needs.

Step 01

Discovery Call

We learn about your credit union, your team, and where you are with AI today. No pitch. Just an honest conversation about whether coaching is the right fit and what it would look like for you.

Step 02

Scoped Engagement

We agree on a scope, match you with a dedicated CU 2.0 advisor, and set up your first session. Engagements run month-to-month so there’s no long-term lock-in while you’re still finding your footing.

Step 03

Build & Compound

Sessions compound over time. What you learn in month one shapes what you build in month three. The goal is a team that gets meaningfully better at working with AI — not just more familiar with the buzzwords.

What We Cover

Topics we work through together.

Sessions are tailored to your team’s needs. These are the areas we draw from most, shaped to fit your institution.

AI Fundamentals for Executives

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

Credit Union Use Cases

Where credit unions are using AI today — in lending, member service, compliance, operations, and marketing — and what’s actually working versus what sounds good in a demo.

Prompt Engineering & GPT Building

Hands-on skills your team can use immediately. Writing effective prompts, building custom GPTs for internal use cases, and getting consistent, reliable outputs from AI tools.

Workflow Automation

Identifying manual processes that are good candidates for automation, and building simple AI-assisted workflows that save your team real time without requiring a developer.

AI Risk & Governance

Data privacy, fair lending, model risk, vendor evaluation, and board-level policy. The compliance and governance work that needs to happen alongside adoption — not after.

Evaluating AI Vendors

How to cut through vendor pitches, ask the right questions, and evaluate AI features in the products you already buy — without getting sold something you don’t need.

Building an Internal AI Culture

How to bring your broader team along — managing resistance, building confidence, and creating an environment where people experiment with AI rather than fear it.

AI Strategy & Roadmapping

Translating everything into a coherent, prioritized plan your board can approve and your team can execute — sequenced by impact, risk, and what’s actually feasible at your institution.

Your Coaching Team

A dedicated AI team with credit union roots.

Your engagement is led by CU 2.0’s AI practice — a dedicated team that lives at the intersection of credit unions and applied AI. You’re not working with generalist consultants who also happen to know about AI. This is what we do.

Kirk Drake

Co-Founder & CEO

Former CIO of NIH Federal Credit Union. Founded multiple successful CUSOs. Spends his time at the leading edge of AI adoption in financial services and advises credit unions and fintechs on what’s real, what’s coming, and what to do about it.

Zeke Hudson

Director of Content & AI Enablement

Leads CU 2.0’s AI enablement practice. Builds the tools, workflows, and coaching curricula that credit union teams actually use day-to-day. Focused on the practical side of AI adoption — making it work in the real operational environment of a credit union.

Dylan Moore

AI Operations

Drives the technical side of CU 2.0’s AI work — from automation architecture to hands-on workflow builds. The person in your corner when the session moves from strategy to actually building something.

Looking to Start Broader?

Some credit unions start with a strategic planning session first.

If your board and exec team aren’t aligned yet on where AI fits in your strategy, a facilitated strategic planning session can be a useful first step before diving into ongoing coaching. Ask us about combining both.

See Strategic Planning Ask About Both

Get Started

Let’s talk about your team.

Tell us where your credit union is today and what you’re trying to build. We’ll follow up within one business day.

✓ Thanks — we’ll follow up within one business day to talk through fit and next steps.