How Credit Unions Are Using AI to Support Board Communication and Strategic Planning

Artificial intelligence is rapidly reshaping how credit unions operate, communicate, and plan for the future. In this episode of C.U. On The Show, Doug English sits down with Jeremy Wood, Chief Strategy Officer at Innovations FCU, and AI strategist Kirk Drake to discuss how AI is beginning to transform board meetings, strategic planning, policy development, financial analysis, and day-to-day operations. Artificial intelligence is becoming an increasingly important topic for credit union leaders, boards, and executives. While AI continues to evolve, many organizations are already exploring ways to use it to improve efficiency, support decision-making, and enhance communication across the organization. In thisepisode of C.U. On The Show, Doug English sits down with Jeremy Wood, Chief Strategy Officer at Innovations FCU, and AI strategist Kirk Drake to discuss how their organizations are approaching AI adoption. Their conversation covers practical use cases, lessons learned, governance considerations, andstrategies for helping teams learn and adapt responsibly. Whether you're a board member, executive, or department leader, this discussion offers valuable insights into how AI can support organizational effectiveness while maintaining appropriate human oversight.Watch the video version of this episode: https://youtu.be/0c4Zsi8QjLERead the episode summary here: Email [email protected] with any inquiries.The guests on today’s show are not affiliated with or endorsed by ACT Advisors, LLC and their opinions are their own. ACT Advisors did not provide cash or non-cash compensation for their participation. ACT Advisors, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This content is provided for informational purposes only and is not investment, legal, or tax advice.