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About This Webinar
Are you ready to cut through the hype and hear clear, practical advice on using AI in your credit union?
Join Wipfli and CUNA Strategic Services on September 10 as we lay the groundwork for responsible and scalable AI adoption. We’ll explain how you can use AI to improve member experiences, increase operational efficiency and support decision-making across your institution.

This webinar is designed for credit union CEOs, CIOs, COOs and senior leaders who want to move beyond AI experimentation. Join us to help ensure your credit union’s AI investments support today’s priorities and tomorrow’s strategy.
Agenda
  • Differentiate between modern AI capabilities, including generative AI, without getting lost in technical jargon.
  • Match available technologies to high-value use cases in member services, operations and risk management.
  • Establish foundational elements for successful AI adoption, including data readiness, process integration and change management.
  • Implement AI responsibly and with a strong focus on regulatory expectations, transparency and member trust.
  • Create a practical roadmap to expand AI usage over time while delivering measurable business value.
Presenter
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Matt Sabo
Director
Matt Sabo is a director with 25+ years of experience in data management, data integration, and advanced statistical analysis. Matt has planned enterprise data-management strategies and implemented analytic solutions for clients in the financial services, commercial real estate, manufacturing, healthcare, and technology industries. He has deep industry knowledge in financial-services analytics, particularly in the areas of credit management, lending performance, risk profiling and compliance reporting. In addition, Matt helps organizations integrate predictive models into their operational processes.
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