A half day that gives your exec team an AI strategy — not a sales pitch.
A $5,000 private working session for one institution's executive team — CEO, CFO, CLO, CIO, COO, CMO, CRO. You leave with ranked use cases for your institution, a governance posture your examiners will recognize, and a 90-day roadmap. And if you implement with Cotribute within 90 days, the fee is credited toward implementation.
The agenda
Four working blocks, built around your institution's data, core, and market — not a generic industry deck.
The state of AI in banking, 2026
What's actually deployed at credit unions and community banks versus what's vendor theater — plus what NCUA and OCC examiners currently expect when they see "AI" in your vendor stack.
Ranked use cases for YOUR institution
We work from your product mix, core system, staffing, and growth goals to rank where AI moves the needle first — origination automation, cross-sell, fraud triage, or member service — and where it doesn't yet.
Governance & vendor management
Human-in-the-loop design, model governance, data boundaries, no-train commitments, and how to update your TPRM documentation so AI vendors don't stall in review — or in an exam.
Your 90-day roadmap
The session ends with a written, sequenced plan: what to pilot, what to measure, who owns it, and what to tell the board. Yours to execute with any vendor — or none.
What you walk out with
A ranked use-case list
AI opportunities scored for your institution's size, core, and strategy — with honest "not yet" calls included.
A governance starting point
A vendor-evaluation checklist and policy language aligned to NCUA's 2026 third-party and AI supervisory posture.
A written 90-day roadmap
Sequenced actions with owners and metrics — board-ready, and vendor-neutral by design.
A shared executive vocabulary
Your CEO, CFO, CLO, CIO, COO, CMO, and CRO leave the room aligned on what AI means for your institution — the alignment most AI initiatives die without.
Why it isn't a sales pitch
You're paying for it — that changes the room. The $5,000 fee means the agenda serves your questions, not our pipeline. The roadmap you leave with is vendor-neutral: if the right first move for your institution is something Cotribute doesn't sell, the roadmap says so.
If you do decide to implement with Cotribute within 90 days of the seminar, the full $5,000 is credited toward implementation. Either way, you've bought a working AI strategy for the price of a conference booth.
The format
- Who: one institution's executive team only — never a multi-FI webinar
- Length: half day, on-site or remote
- Fee: $5,000, creditable toward implementation within 90 days
- Prep: a short intake on your core, products, and priorities so the session starts specific
Give your executive team a working AI plan
Book the seminar, or start with the free NCUA AI readiness guide.