How to Plan Your Credit Union's 2027 AI Budget
September 28 (1:00 PM ET) or October 6 (4:00 PM ET), 2026 · 45 Minutes + 15 Min Q&A
What to fund, in what order, and how to justify it. With Jim Kozack, COO of BCU Financial, on what a $1B credit union actually spent.
Most 2027 AI budgets are already wrong. They fund a vendor upsell, an analytics platform, or a training program, and in March the board asks what it produced.
This is a forty-five-minute working session for credit union COOs, CFOs, and CEOs building their 2027 budget right now. No vision, no vendor pitch. The three budget lines that actually produce something, the order they have to go in, and what each one should cost at a $300M to $2B credit union.
The GCC will send the recording to everyone who registers.
What we will cover
Why AI governance is the first line
How to sequence back-office AI builds that pay for themselves and more
Why funding member intelligence with AI first fails you
A quarter-by-quarter sequence, timed to your board calendar and OSFI E-23 landing on May 1
How to justify the AI spend to your board
Jim Kozack, COO, on what BCU Financial funded
Presented by
Nelson Lee
Founding Partner, The General Consulting Company
Founding Partner at The General Consulting Company, an AI engineering practice embedded with Canadian credit unions. Previously a software engineer at Shopify, building AI systems, workflows, and automations used by millions of merchants. Computer Engineering, University of Toronto, with a minor in Artificial Intelligence.
Jim Kozack
COO, BCU Financial
BCU's COO and The GCC's anchor client. Jim will share what BCU Financial funded, in what order, and what he would change.
"We have an AI roadmap that is delivering close to 4:1 ROI, where every dollar invested is leading to $4 of savings or extra revenue."
Jim Kozack, COO, BCU Financial
This working session from The General Consulting Company is free for credit union leaders planning their 2027 budget.