Empower Your Members to Lead the AI Revolution—At Zero Cost

As credit unions face accelerating pressure to modernize, your league has a powerful opportunity to lead the way. Partnering with Eltropy to co-host our AI Certification Course is a turnkey way to position your league at the forefront of financial innovation while delivering immediate, high-impact value to your network.

Why partner with Eltropy?

Turnkey Value

A fully produced, high-impact educational event with zero heavy lifting for your team.

100% Free Initiative

Confidently work with AI tools, including Eltropy AI chatbots, voice agents, AI assistants, and AI insights, with guided exercises and a take-home assignment.

Position as a Strategic Guide

Reinforce your league’s role as the ultimate trusted resource in the AI era.

"Eltropy’s AI Certification workshop at the Network Leadership Summit was an outstanding success. Attendees from 39 organizations didn't just learn about AI—they collaborated in real-time to build, test, and compete with their own working bots. Our credit union leaders walked away with a practical understanding of how AI can handle routine information, freeing up member service professionals to focus on deeper conversations and high-value member guidance. It was a powerful exercise in imagining the future, creating a Minimum Viable Product, and experiencing the true possibilities of AI."

Elise Schexnayder,

Director of Professional Development, CCUL

Course at a glance

Demystifying AI for Credit Unions

This isn’t a high-level tech lecture. It’s a practical, 90-minute live session designed specifically for community finance professionals—with zero technical background required.

We bridge the gap between innovation and compliance by covering:

Our Commitment: Eltropy is offering this program explicitly as a learning opportunity and a high-value, zero-cost engagement. We are invested in being a true partner and a trusted resource for the credit union movement.

  • Generative to Agentic AI: Moving past the buzzwords to real-world automation strategies.
  • Regulator-Ready Guardrails: Balancing cutting-edge tech with strict risk mitigation and "Human-in-the-Loop" workflows.
  • Measurable Impact: Boosting operational efficiency and elevating the member experience.

Program benefits

How the program benefits your league and members

Tailored for Community Finance

Unlike generic tech courses, this curriculum is built specifically for credit unions  addressing real-world financial use cases, compliance, and roles.

High-Value, Zero-Cost Engagement ($0)

It is completely free, allowing leagues to offer members an incredible, certificate-included educational event without using their budget.

Demystifies AI

It clears up the “fear and confusion” around AI, giving member institutions a clear understanding of practical tools like voice agents, AI assistants, and Agentic AI.

Strict Focus on Compliance & Risk

It directly solves a major financial industry pain point by teaching safe governance, “Human-in-the-Loop” workflows, and regulatory readiness.

Hands-on & Actionable

Attendees participate in guided exercises to build a CFI-ready AI Agent and complete a take-home project, ensuring they walk away with measurable ROI strategies.

Turnkey Thought Leadership

It positions the league as a forward-thinking industry leader. Eltropy provides the instructors.

Ready to launch

Next steps for the league

Bringing this high-value AI Certification to your members is simple. Here is what we need to get started:

Secure the Venue

Please confirm a location that can comfortably accommodate 50 to 100 in-person attendees. To ensure a smooth session, the venue will need a screen, a projector, and high-strength Wi-Fi capable of supporting all attendees simultaneously.

Select Your Dates

Provide a few dates that work best for your team’s calendar so we can lock in our expert instructors.

Drive Attendance (Your Commitment)

As the trusted voice of your region, we look to the league to champion the event. Your primary commitment is to help drive attendance by promoting the session through your standard communication channels (newsletters, event calendars, and direct emails). Eltropy will provide all the promotional assets and graphics to make this plug-and-play for your team.

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Enhanced PDF Viewing and Smarter Dictation in AI Assistants

October  2025

AI Assistants now offer a better user experience with scrollable PDF viewing (no more page-by-page clicking), expanded AI notes that display in one screen, language translation labels showing the original language at a glance, and smarter dictation that appends input instead of replacing existing text.

These updates make daily workflows smoother, more intuitive, and more efficient for staff relying on AI-powered support.

Zendesk link here

Eltropy AI Certification

Texting Strategy Playbook for
Credit Union Leaders

Eltropy Networking Dinner
at Temenos Regional Forum 2025

THURSDAY, 29 MAY 2025

Eltropy Networking Dinner
at Temenos Regional Forum 2025

WEDNESDAY, 28 MAY 2025

Claim Your AI Certificate!

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