Master Agentic AI for Credit Unions
Empower your team, manage compliance risks, and establish robust AI governance models. Tailored learning modules for Credit Union board directors, management, and operations staff.
Select Learning Path
Staff Path
Frontline Operations & Safety
Learn how to use AI assistant prompts safely, protect member PII, and understand GLBA data rules.
Management Path
System Design & Fair Lending
Understand RAG data links, model inputs, explainability, compliance audits, and Human-in-the-Loop workflows.
Board Path
Strategy & Governance
Oversee algorithmic model risks, vendor due diligence, capital planning, and NCUA letter guidelines.
Your Learning Dashboard
Staff Learning Path
Everyday AI & Member Data Safety
Management Learning Path
ROI & Underwriting Automation
Board Learning Path
Governance, Regulatory Risk & ROI
Earned Badges & Credentials
Interactive Learning Labs
Put concepts into practice. Test how safety guardrails scrub unmasked PII, and run mock underwriting risk reports.
Prompt Engineering Lab
Draft instructions for a credit union MSR chatbot. Test your prompts against customer queries, prompt injection overrides, and privacy requirements.
Policy RAG Visualizer
Trace RAG search loops step-by-step: document paragraph chunking, conceptual vector distance matching, context packing, and LLM text updates.
Agent Sandbox Simulator
Simulate an agent's ReAct (Reasoning + Action) execution loop step-by-step. See how toggling PII scrubbers or Human-in-the-Loop gates prevents privacy leaks.
Credit Union Risk Matrix
Evaluate potential compliance, reputational, data safety, and model security risks of proposed AI agent deployments. Generates customized reports.
AI Vendor Risk Scorecard
Audit third-party AI SaaS vendors under NCUA Letters and SOC 2 guidelines. Grade safety standards, compile contract gaps, and compile board briefing documents.