Join us to discover the 5 predictable failures that kill credit union AI and digital transformation. Designed for executives accelerating Q3 AI strategies. Preview exclusive frameworks we're sharing at our August conference breakouts.
We eliminate the #1 barrier to AI adoption – organizational dysfunction between IT, risk, compliance, marketing, and operations teams. Organizations must anchor AI strategy in business strategy. Winning institutions focus on where AI will deliver real returns, not just on deploying more technology. We ensure your AI initiatives deliver ROI by aligning cross-functional teams around specific, measurable outcomes.
We orchestrate successful tech stack modernization by managing the complex coordination between legacy systems, new cloud platforms, vendor relationships, compliance requirements, and member-facing operations. We ensure zero disruption to member services while your entire technology ecosystem transforms in coordinated phases.
We build organizational agility to handle rapid technology adoption cycles, regulatory changes, and competitive pressures. Cross-functional teams are the arteries of digital transformation, but most executives are not aware of how clogged these arteries are. We unclog those arteries and create sustainable workflows that adapt as fast as technology evolves.
We remove the execution breakdowns that leave board priorities as PowerPoint presentations and digital transformation initiatives stuck in endless pilot phases. We transform your cross-functional coordination so strategic initiatives deliver competitive advantage within quarters, not years—ensuring your organization executes at AI speed before your window of opportunity closes.
When misalignment between Sales, Product and Marketing reaches a boiling point and internal tensions threaten quality execution and on-target revenue
When missed deadlines and major bottlenecks on the last major initiative led to a delayed launch and missed market opportunity
When rework, silos and competing priorities have kept your team perpetually stuck “storming” and never “performing” for the last two quarters.
When you've asked your team to do "one more thing," and another high performer or most tenured team member walks
When the last disjointed change initiative increased call center complaints, internal support tickets and team members calling out sick
VIRTUAL EVENT
Omnia Exec Executive Exchange
Join fellow executives for a strategic conversation to discuss exactly where credit union AI and growth initiatives go wrong. Plus, preview strategies we’ll reveal at upcoming conferences in August.
THUR | JUL 31, 2025
IN-PERSON EVENT
CU Leadership Convention
It's time to turn dysfunctional collaboration into a strategic advantage, stop the talent exodus, and empower your marketing team to thrive in a rapidly changing landscape. Join us to reimagine teamwork and project delivery, elevate your leadership impact, and unleash your team's true potential!
THUR | AUG 14, 2025
IN-PERSON EVENT
America's Credit Unions Strategic Growth Conference
The biggest roadblock to your credit union's growth isn't strategy -- it's
execution. Discover how to bridge your strategic vision and impact to drive growth and future-proof your credit union for
sustained success.
MON | AUG 18, 2025