Speaking & Keynotes for Credit Unions | CU 2.0
Speaking & Keynotes

Real strategy. Relatable delivery. Zero buzzword bingo.

Kirk Drake and Chris Otey bring 50+ combined years of credit union and fintech experience to your board retreat, leadership offsite, or conference stage. Talks that actually move people, not just fill a time slot.

Book a Session Watch the Reel
50+
Combined years in credit unions & fintech
9
Topics available to choose from
15 min–
3 days
Any format, any venue
Session Packages
Choose your package
1 Session
+ travel
$10,000
2 Sessions Save $2K
Up to 3 per year  ·  + travel
$18,000
3 Sessions Best Value
Up to 3 per year  ·  + travel
$25,000
Book a Session →

Booked based on need and availability. Mix and match topics. Topics listed on this page.

Speaking Reel

See Kirk and Chris in action.

A few minutes of what it looks like when CU 2.0 takes the stage.

Your Speakers

People who have done the work.

Kirk Drake
Kirk Drake
Co-Founder & CEO
20+ years in credit unions & technology

Kirk was the CIO of NIH Federal Credit Union before leaving to co-found CU Wallet and then CU 2.0. He’s also founded Resistance Wine Co. and the CUSO Painted Hills. He brings hard-won operating experience to every stage — and a talent for making complicated topics feel immediate and useful.

Featured topics
The Disruptive Power of AI & Technology
The 90-Day Reboot
Failing Forward… with Your Winery
The 80% Productivity Playbook
Chris Otey
Chris Otey
Co-Founder
25+ years in credit unions & technology

Chris spent 18 years at Fiserv before co-founding CU Wallet and CU 2.0. He currently serves as Board Chair at South Bay Credit Union, giving him a rare dual perspective: the vendor side and the governance side, at the same time. He’s a direct, no-nonsense facilitator who keeps rooms honest.

Featured topics
Board Governance & Technology Strategy
Making Fintech Partnerships Work Better
Available Topics

Nine talks. Pick up to three.

Every session is tailored to your audience. Pick what fits your agenda and we’ll shape the delivery around your group.

🤖 AI & Technology
Using AI to Do More with Less
A practical look at where AI is actually saving credit unions time and money today — in operations, member service, lending, and the back office. No hype. No demos. Just what’s working.
🤝 Strategy
Making Fintech Partnerships Work Better
Most credit unions pick fintech partners wrong and manage them worse. This session covers how to evaluate vendors, structure partnerships, and know when to walk away — drawn from hundreds of real CU-fintech relationships.
💵 Lending
The Impact of Private Lending on Credit Unions
Private credit is reshaping the lending landscape. This session covers what it means for credit unions specifically, where the competitive risks are, and how forward-thinking institutions are responding.
📈 Finance
Capital, Balance Sheet, and Income Growth Strategies
A frank, board-level conversation about how credit unions can strengthen their financial position in a challenging rate environment — without abandoning their member-first mission.
💡 Leadership
Innovation Made Simple
Innovation doesn’t require a lab, a Chief Innovation Officer, or a massive budget. This session gives leadership teams a practical framework for building an innovation culture with what they already have.
🍷 Culture
Failing Forward… with Your Winery
Kirk Drake’s story of founding Resistance Wine Co. as a business experiment — and what it taught him about calculated risk, failure, and building something that lasts. Equal parts funny and genuinely useful.
⚡ AI & Productivity
The 80% Productivity Playbook
How to get 80% of the value from AI tools with 20% of the learning curve. Hands-on session for teams ready to start using AI in their day-to-day work without a six-month implementation project.
🏆 Leadership
Secret Missions and Leadership Meltdowns
A candid look at what actually derails credit union leadership teams — and what high-performing teams do differently. Draws on lessons from Kirk’s military career and decades of CU consulting.
📅 Strategy
The 90-Day Reboot
A framework for resetting your team’s direction, energy, and focus in 90 days. Works for a new initiative, a struggling department, or a leadership team that needs a fresh start.
Pricing

Simple packages. No surprises.

Choose up to 3 sessions per year. Mix and match topics, venues, and formats however makes sense for your organization.

1 session
$10,000
+ travel
Includes
  • One session from any topic on this page
  • Tailored to your audience and format
  • 15-minute keynote to half-day workshop
  • Board retreats, leadership offsites, conferences
Book 1 Session
Most Popular
2 sessions
$18,000
+ travel  ·  save $2,000
Everything in 1 session, plus
  • Second session on a different topic
  • Can be used at two separate events
  • Priority scheduling
  • Coordinated prep across both sessions
Book 2 Sessions
3 sessions
$25,000
+ travel  ·  save $5,000
Everything in 2 sessions, plus
  • Third session from any remaining topic
  • Annual planning coordination included
  • First pick on calendar availability
  • Best per-session value of any package
Book 3 Sessions

All packages booked based on need and availability. Travel billed at cost.

Book a Session

Ready to put CU 2.0 on your stage?

Fill out the form and we’ll follow up within one business day to talk through topics, format, timing, and logistics.

📅
Scheduling Booked according to need and availability. The earlier you reach out, the better — especially for fall planning seasons and conference dates.
🎯
Format flexibility 15-minute keynotes to 3-day workshops. Board retreats, leadership offsites, chapter events, league conferences — any venue, any size.
📞
What happens next We’ll follow up to confirm topic, speaker, length, venue, and logistics. Simple process, no runaround.