Description
RELEASE DATE: JULY 20, 2026
DURATION: 50 MINUTES
Credit unions are at a turning point. AI is no longer a future conversation — it’s a present-day competitive advantage. Fintechs are moving faster. Megabanks are investing heavily. Member expectations are shifting toward real-time, personalized financial experiences. And yet… most credit unions are still asking the same question: “Where do we even start?”
In this session, you’ll explore how to move from AI curiosity to execution through real-world use cases, a practical readiness checklist, and a clear framework for aligning AI to growth, efficiency, and member value. Walk away with actionable steps to identify and launch your first high-impact AI use case.
This is not a technical deep dive. This is not a vendor pitch.
This is a practical, executive-level session designed to help you move from: AI curiosity → AI clarity → AI execution
What You’ll Walk Away With:
- A clear understanding of where AI actually creates value in a credit union
- A simple framework to assess your AI readiness today
- Real-world use cases already delivering results (not hypotheticals)
- A checklist to align AI with growth, efficiency, and member value
- A path to identify your first high-impact use case
What Makes This Different? Most AI conversations are either too technical… or too vague.
This session sits in the middle:
- Grounded in real credit union examples
- Focused on member impact and ROI
- Designed for leaders — not data scientists
You’ll See Real Examples Like:
- Reducing call center wait times using AI-driven intent prediction
- Identifying lending opportunities through ACH data insights
- Delivering personalized financial wellness through conversational AI
Who Should Attend
- CEOs & Executive Teams
- Strategy, Data, and Innovation Leaders
- Lending, Operations, and Digital Leaders
If you’re responsible for growth, efficiency, or member experience — this is for you.
ABOUT THE SUBJECT MATTER EXPERT
Anne Legg is the founder and principal of THRIVETM Strategic Services. THRIVE works with credit unions to create revolutionary member relationships via organizational education, member-centric data strategies, and data maturity.
Anne is an award-winning industry expert, author, educator, member-centric data strategist who holds an MBA thesis on the credit union business model. She has worked with over 600 credit union leaders to launch their data journey and published Big Data/Big Climb, the only industry playbook on data transformation. Her work has been published at consecutive International Cooperative Summits, making her the only credit union professional in the United States to achieve this. She has served and lead various credit union boards and has received numerous prestigious industry awards.
LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.
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