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Webinar
Unlocking Institutional Knowledge with AI
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December 11, 2025
3:00PM ET/12:00PM PT

Description
Join this 30-minute live session to see how financial institutions are using AI to turn hidden expertise into faster service, stronger compliance, and lower operational risk.
Our CEO, Pete Lunenfeld, will lead an insightful conversation with Peter Bullard, CEO of Credit Union of the Rockies to gain real-life perspective on adopting AI solutions.
What You’ll Hear
• The problems Peter hoped AI could solve
• Why knowledge management is a challenge for financial institutions
• The realities of implementation
• The impact on staff and service speed
• Practical advice for leaders considering AI
Speakers

Peter Bullard
President & CEO
Credit Union of the Rockies

Pete Lunenfeld
President & CEO
CurrentWave AI

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