CU AI Academy

AI training for credit union employees

8 tracks, 37 lessons of 10 to 15 minutes each — where AI earns its keep in a credit union, how to get useful work from a copilot, and how to specify an agent your risk team can sign off on. Every lesson is a coaching session and a short quiz. Open to staff at credit unions that license the Academy — sign in with your work email.

Where to start

Four ways in. Everything below this is the detail behind them.

• Start a lesson37 lessons · 10-15 minA credit union scenario, then a quiz.
• Cases8 sessions · a courseTake a position. Get pushed back on.
• Today's dilemma3 min · new each dayCommit to an answer, then hear its cost.
• Use-case coachYour own taskYour task in, a plan and a prompt out.

Or practice the vocabulary: play a Word Path board, a grid puzzle built from the terms the lessons teach.

Two sessions in every lesson

Coaching first, then the quiz. Most lessons take 10 to 15 minutes end to end.

1. Session 1

   Coaching

   A guided conversation that teaches by asking, not telling.

   • Opens on a situation a credit union actually meets: a vendor demo, a member letter, a dispute queue.
   • 3 questions, each building on the last. You commit to an answer before reading on.
   • Every choice gets its own reply. A weak choice gets a follow-up question, not a red X, and nothing is scored.
2. Session 2

   Quiz

   A short check that the idea stuck, then a template to use at work.

   • 3 questions on the idea, not the wording. Pass with two thirds right.
   • Passing marks the lesson complete and opens the next lesson’s quiz in that track.
   • Returning learners can go straight to the quiz. The coaching stays open to every licensed learner.

Every role, in full

From the executive team to the contact center. The lessons are the same for everyone; your role sets which tracks to take first and in what order. Every track stays open to you, whichever role you pick.

Core tracks

AI Superpowers

5 levels, easiest first. Inside each level, lessons unlock one at a time: pass a lesson’s quiz to open the next.

1. Level 1

   Working with AI

   Treat AI as a teammate: give it context, write a spec, and use the techniques that change the result.

   For: Every credit union employee, before any other Superpowers level

   6 lessons · 86 min
2. Level 2

   Build your own assistant

   Turn a task you repeat into an assistant with standing instructions and approved knowledge.

   For: Staff who repeat the same AI task weekly: member service, lending, marketing, finance, compliance

   8 lessons · 108 min
3. Level 3

   Skills, connectors and hands-on tools

   Connect AI to your systems with the right access, package procedures as skills, and let it work on files.

   For: Power users, analysts, operations and IT staff

   8 lessons · 105 min
4. Level 4

   Automation and agents

   Find the work worth automating, understand how an agent runs, and design one agent's workflow.

   For: Operations, process-improvement, IT and department leaders

   3 lessons · 40 min
5. Level 5

   Cost, models and ROI

   Know what AI costs, pick the model a task needs, and prove the value in a memo your CFO can check.

   For: Managers, finance, IT and anyone who must justify an AI spend

   3 lessons · 40 min

Use-case coach

Have a real task this week? The use-case coach asks a few quick questions about it, gives you three short guides, and ends with an action plan and a prompt to paste into your approved AI chat. It runs in your browser; nothing you type is sent to us.

Cases

Practice the judgment, not just the tools. The cases put you in the chair for 8 AI decisions at credit unions, in four parts that build in order: read the brief, take the decision yourself, see how two other credit unions read each one, decide again, then answer three questions on what the case teaches. The decisions are not scored; the check at the end is.

Manage your credit union’s Academy license? See your team’s progress.

Signed out, your progress and certificates stay in this browser and nothing you answer is sent to us; we only count, with no way to tell who, that an activity such as a lesson check or a daily dilemma was finished. Signed in, your quiz answers are graded on our server, your results are kept on your account, and we note the days you finish an Academy activity. If your credit union’s license covers your account, the managers it names can see which lessons you have completed and when you last took one, and how many of their staff were active in the Academy this week, as a number. They never see your scores or answers, or which dilemmas, cases, huddles or coach sessions you did. Lessons are general education, not legal or compliance advice; check your credit union’s policies and the primary regulation before acting.