Credit Union Strategic Planning

and AI Coaching

Gain the knowledge, perspective, and confidence necessary to launch your credit union forward.

Strategic Planning & AI Coaching

Forge your credit union's path forward

Planning

What You Get

A presentation designed to help your credit union achieve success through its mission, vision, and goals

Board
alignment
Technology
forecasting
Fintech
strategy
AI
coaching

Kirk Drake has decades of credit union experience, from the credit union C-suite, to consulting, to founding and leading fintechs and CUSOs. He’s eager to help credit union executive teams and their boards align around forward-looking strategies, especially around AI.

Chris Otey’s experience as the Chairman of the Board at a credit union, coupled with his decades of work founding and consulting with fintechs, gives him unique insight about the needs of credit unions in their digital transformation journey.

If you’re looking for strategic direction, fintech strategy, and board alignment, look no further!

Other Credit Union Services

Strategic Planning
  • Clear Direction
  • Fintech Strategy
  • Board Alignment

Speaking & Workshops
  • AI & Technology
  • 90-Day Reboot
  • CU Strategy

Fintech Call Program
  • Scouting
  • Vetting
  • Awareness

Fintech Mastermind
  • Connections
  • Influence
  • Opportunity