From AI coaching to strategic planning to fintech introductions — everything CU 2.0 does for credit union executives and teams.
Build real AI capability inside your institution — from community learning to dedicated advisory to deployed infrastructure.
A bi-weekly working group for CU leaders building real AI. Peer learning, a shared toolkit, and strategy and execution in the same room every session.
Learn more →Dedicated, ongoing coaching for your executive team. Hands-on skill building, governance frameworks, and AI strategy tailored to your institution.
Learn more →Purpose-built AI tools, agent templates, and metered AI infrastructure for credit union teams and fintechs. Start with a 14-day free trial.
Learn more →Strategic facilitation and thought leadership from people who have been inside the credit union industry for decades.
Focused strategic planning facilitation for credit union leadership teams. Structured process, experienced facilitators, clear outcomes.
Learn more →Kirk Drake and Chris Otey speak at credit union conferences, events, and leadership retreats on AI strategy, technology adoption, and industry trends.
Learn more →Curated introductions and ongoing relationships with the fintechs that are the best fit for your credit union.
Structured, curated introductions to vetted fintech solutions matched to what your credit union is actually evaluating. No cold demos.
Learn more →An invite-only group connecting credit union decision-makers with fintech leaders. Peer conversation, product feedback, and deal flow in both directions.
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