PivotAssets Webinar · Sponsored by RangeTeller

Navigating AI
within Credit Unions

How credit unions and community banks can use AI to lend more, work faster, and manage risk better.

Thursday, June 25, 2026
1:00 PM EDT · Live Online
Reserve Your Seat

Free to attend  ·  Recording shared with all registrants

What You'll Take Away

One session.
Four outcomes.

You don't have to choose between efficiency and risk management. This session shows how your FI can do both — at once.

01
Break the "gun shy" barrier
Why so many FIs hesitate on AI — and how to move past the fear with confidence and control.
02
Lending: the sweet spot
Why lending is where AI pays off first for credit unions and community banks right now.
03
Overcome the HR challenge
What CU and community bank leaders can do to bring their teams along when deploying AI.
04
Start Monday morning
Leave with a concrete AI action plan you can put to work the very next business day.

Your Moderator

Stessa Cohen
Stessa Cohen
Independent Banking Industry Analyst
An internationally recognized expert on the transformation of the global banking industry.

A former Gartner analyst, Stessa provides strategic analysis, go-to-market and advisory services to financial institutions, fintechs, and investors.

She is co-founder of FinVino — curated gatherings for leaders shaping the future of banking and fintech — and of The Fintech Book Club, a quarterly discussion of the latest books in financial services.

Meet the Panel

Built for credit union
and community bank leadership.

Lending, risk, and operations leaders with decades of hands-on experience.

Photo
Jeff Prelle
Risk Executive
Former Chief Risk Officer at First Tech Federal Credit Union and Enterprise Risk Officer at Cadence Bank. Deep expertise across credit risk, model risk, capital planning and ALM, including CECL, CCAR/DFAST and SR 11-7 model risk guidance.
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Bryan Clagett
Managing Partner, Jamestown Associates of Virginia
Former CRO & Strategy Officer at Moven and CMO/principal investor at Geezeo (acquired by Jack Henry), serving 540+ US banking clients. Two decades of experience with regional banks and credit unions.
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Daniel Goldstone
CEO & Co-founder, RangeTeller
Early-stage business leader at ClickTale, SimilarWeb, and Klear (acquired by Meltwater). Now building transparent AI lending strategies for community lenders.

Reserve Your Seat

Navigating AI within Credit Unions  ·  Thursday, June 25, 2026  ·  1:00 PM EDT

Register Now — It's Free