Credit Union Strategic Planning | CU 2.0
Credit Union Services

Your board and exec team, aligned on what's next.

CU 2.0 facilitates strategic planning sessions for credit union leadership teams. We bring the technology perspective, the fintech context, and the industry candor your team needs to make confident decisions about where you're heading.

Book a Session See What's Included
200+
Credit union executives in our network
~4x
Sessions facilitated per year
Starting
$10K
Plus travel
What’s Included

A focused session, not a year-long project.

We don’t come in, take over, and hand you a 200-page binder. We show up, bring the perspective you can’t get inside your own walls, and give your leadership team a shared foundation to move from.

Starting at $10,000 + travel
📊
Facilitated Half-Day Sessions
Two half-day facilitated sessions with your management team and board. We surface the hard questions, get everyone in the same room on the same page, and push past the usual talking points to the decisions that actually matter.
🎯
Technology & AI Keynote
A candid, no-vendor-fluff overview of where AI and fintech are heading and what it means for credit unions specifically. Designed to inform your strategic conversation, not overwhelm it.
📋
Actionable Strategic Framework
A clear output your team can actually use — aligned goals, technology priorities, and a directional plan. Not a 200-page consulting deliverable. Something you can act on in the next quarter.
🎉
One Ticket to LAUNCH
Every strategic planning engagement includes one complimentary ticket to LAUNCH — CU 2.0’s annual in-person executive development experience for credit union leaders.
📞
Quarterly Check-In (Optional)
Optional quarterly calls to review progress against your plan and adjust as needed. Add-on pricing available — ask us about it when you reach out.
Who This Is For

Best fit for credit unions at a decision point.

🔑
Board & exec alignment is overdue
Your board and leadership team have different mental models about technology, AI, and where the credit union should be heading. You need someone outside the building to get everyone on the same page.
🤔
AI is on the agenda but no one knows where to start
The board is asking about AI. Leadership teams are hearing about it from vendors. But nobody has a clear, shared picture of what it means for your institution specifically. We fix that.
📅
Annual planning season is approaching
You want an outside perspective to pressure-test your direction before locking in priorities. A half-day facilitated session is the highest-leverage thing you can do before a planning retreat.
What We Cover

Topics we typically address.

Every session is shaped around your credit union’s situation. These are the areas we draw from most.

01
AI Landscape & Credit Union Implications
What’s real, what’s hype, and what credit unions of your size and complexity should actually care about right now.
02
Fintech Strategy & Vendor Selection
How to evaluate fintech partnerships without getting sold to. Criteria, red flags, and how to build a vendor selection process that works.
03
Technology Forecasting
Where core systems, digital banking, lending, and payments are heading — and how your decisions today shape your options in three to five years.
04
Board Alignment & Governance
Getting your board comfortable enough with technology to ask the right questions, approve the right investments, and hold management accountable.
05
Competitive Positioning
Where fintechs and big banks are targeting your members, which battles are worth fighting, and where credit unions have durable advantages.
06
SWOT & Goal Setting
Facilitated exercises to surface real strengths, honest gaps, and clear priorities — not the sanitized version that ends up in a slide deck nobody reads.
07
Digital Member Experience
What your members are experiencing elsewhere and what “good enough” looks like in 2025 — honest benchmarking without the vendor pitch.
08
Workflow Automation & Operational AI
Where credit unions are actually using AI today, what’s working, what the risks look like, and how to start without overcommitting.
Your Facilitators

People who have been in the room.

Kirk Drake
Kirk Drake
Co-Founder & CEO, CU 2.0

Kirk was the CIO of NIH Federal Credit Union before leaving to found multiple successful CUSOs. He’s spent the last decade at the intersection of credit unions, fintech, and emerging technology — advising both sides of the table. He brings a rare combination of C-suite operating experience and deep fintech knowledge to every session.

Chris Otey
Chris Otey
Co-Founder, CU 2.0

Chris co-founded multiple CUSOs after leaving Fiserv and currently serves as a credit union board chair. His firsthand experience on both the vendor side and the governance side gives him a distinct lens on the decisions credit union boards and leadership teams face. He’s a straight-talking facilitator who keeps sessions productive.

Looking for More?

Strategic planning is a great starting point. AI coaching is where the work continues.

Many credit unions pair a strategic planning session with an ongoing AI coaching engagement — using the session to get aligned on direction, then the coaching to actually build capability and execute. If you’re interested in both, ask us about it when you reach out.

See AI Coaching Ask About Both
Book a Session

Ready to get your team aligned?

Tell us about your credit union and what you’re trying to accomplish. We’ll follow up within one business day.