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AI Executive Seminar
A private, half-day working session designed for the CEO, CFO, CLO, CIO, COO, CMO, and Chief Risk Officer of a single financial institution. Tailored to your asset size, core system, competitive landscape, and strategic priorities.
Format
Half-day (4 hours), private, in-person or virtual
$5,000 flat fee — fully creditable toward a Cotribute implementation if the institution moves forward within 90 days.
Agenda
- State of AI in banking (2026) — What NCUA and OCC actually expect, what peer FIs are already doing, and what the buyer expects when they open an account this year.
- Practical AI use cases for your institution — Ranked by ROI, risk, and time-to-value, using your actual asset mix and channel data.
- Governance and vendor management — BSA/AML, fair lending, third-party oversight, and how to satisfy examiners without slowing rollout.
- 90-day roadmap — A concrete, sequenced plan the executive team can commit to at the end of the session.
Who attends
Executive team of one institution. Cotribute brings a founder or senior strategy lead, plus a technical lead for the AI and integration questions. No sales pitch — this is a working session.
Outcomes
- Shared executive vocabulary for AI risk, opportunity, and vendor selection.
- Ranked list of AI initiatives with expected ROI and effort.
- Draft governance framework aligned to NCUA / OCC 2026 posture.
- 90-day roadmap the team owns and can execute.
Reserve a session
Book directly at /schedule or contact your Cotribute representative.