Seeing the Journey Clearly Is One Thing. Moving Through It Is Another.
After five articles on this Data and AI journey, I do not think the
When Good Strategy Still Does Not Move
May 28, 2026 A lot of organizations are having the right conversations right now.
Before You Argue About KPIs and OKRs, Be Honest About the Journey
May 27, 2026 If your leadership team is already arguing about KPIs versus OKRs
Embracing the Benefits of AI while Addressing the Risks
May 8, 2023 Disclaimer: This article was generated with the assistance of ChatGPT, an
Are Your Research Teams Already Using GenAI?
I'm going to switch up topics for this Friday. Normally I focus
Two Rule Changes That Look Like Simplification but Require More Thinking, Not Less
Two major rule changes came out of April, and both are getting a lot
The Shadow AI Problem Credit Unions Cannot Afford to Ignore
There is the AI program most institutions can describe pretty clearly. The approved tools.
AI Ethics Is Not a Values Statement. It’s an Operational Requirement
April 29, 2026 Most credit unions do not need to be convinced that AI
What AI Actually Costs: The Budget Conversation Most Boards Are Not Having
April 28, 2026 The invoice answers one question about AI. The operating budget answers
When Mergers Meet Data: The Governance Challenge
April 23, 2026 Credit union mergers get announced with language about shared mission, expanded
Before Signing an AI Vendor Contract: The Questions That Build Better AI Partnerships
April 22, 2026 The Questions That Build Better AI Partnerships AI is now woven
AI Exam Readiness: What Happens When There Is No AI Examination Playbook Yet
April 21, 2026 There is a version of exam prep that a lot of
Fraud, Risk & Financial Crime: Both Sides of the Transaction Now Have a Job
April 15, 2026 For most of banking history, the fraud problem was essentially unauthorized
AI Adoption in Practice: The Gap Between Enthusiasm and Execution
April 14, 2026 The conversation about AI has shifted, and I keep noticing it
Collaboration as Competitive Advantage
March 2, 2026 We can’t outspend megabanks on AI infrastructure. We can’t
Your Data Strategy Should Enable Your Business Strategy
February 27, 2026 Early in most organizations’ data journeys, data strategy lives in its
When to Build Comprehensive Governance
February 26, 2026 At the start of this series, I opened with a simple
Three Governance Controls You Can Implement Regardless of Team Size
February 25, 2026 Across credit unions and other regulated financial institutions, a consistent pattern
Build, Buy, or Partner?
February 24, 2026 Build, Buy or Partner is a question all organizations wrestle with.
Purposeful Personalization
February 23, 2026 In financial services, it feels like personalization has become a default
Right-Sizing Your Data Team
February 20, 2026 Most executives eventually ask: “How big should our data and AI
Why Data Transformations Stall (And It’s Rarely Just the Technology)
February 19, 2026 Here’s a stat that should make every executive pause: roughly
The Shared Responsibility Model
February 18, 2026 Yesterday we explored why AI governance still matters even if your
AI Governance Isn’t Just for Organizations Building AI In-House
February 17, 2026 Most AI governance advice assumes you’re building models in-house. If
A Non-Technical Guide to AI: What Credit Union Leaders Actually Need to Know
February 13, 2026 If you feel like AI terminology is multiplying faster than your
Know Your Data Maturity Level (And Be Honest About It)
February 11, 2026 There’s a meaningful difference between being data-aware and being data-driven.
Three Questions to Right-Size Your Data Strategy
February 10, 2026 The best data strategy is the one you can actually execute.
Why Your Data Governance Should Match Your Organization’s Reality (Not Someone Else’s)
February 9, 2026 We’re starting with governance intentionally. The NCUA is increasingly asking
Data & AI Leadership for Credit Unions: Pragmatic Strategy in a Regulated World
February 6, 2026 Recently I have been having numerous discussions revolving around data, AI,