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Prepared for CUCollaborate, attn. Ben Hering
I propose to design and lead a peer exchange at your February 27 CEO event. You can choose between a pitch contest and a two-round exchange in which participants post problems and share solutions. The second format is called a Knowledge Hunt. A virtual session can be added before the event.
Selected credit union teams present solutions they have already put into practice. I prepare each presenting team, set the sequence and timing, lead the Q&A, and run the judging.
I adapted the Knowledge Hunt from Frog Design's Collective Action Toolkit and have run it with credit union boards and leadership teams.
In the first round, each participant writes an emerging-technology problem their credit union has not solved and posts it to a shared board. In the second round, participants who have solved a posted problem add their solution and contact information. The completed board records the shared problems, working solutions, and people to contact.
| Format | Participation | My role |
|---|---|---|
| Pitch Contest | Selected credit union teams present solutions to the group. | I prepare each team, set the sequence and timing, lead the Q&A, and run the judging. |
| Knowledge Hunt | Every participant posts a problem and can add solutions. | I prepare the prompts and instructions, lead both rounds, and document the results. |
If included, I design and lead a virtual session that supports whichever format you choose for February 27. It can be run as a virtual Knowledge Hunt, using a video call and digital whiteboard (such as Miro or FigJam) to gather problems and solutions, or adapted to prepare for the pitch contest.
You and I confirm the virtual session's purpose and participants before I design it.
You and I confirm the format and goals for each selected session. I prepare the prompts, agenda, and timing. If the pitch contest is selected, I also prepare each presenting team. The virtual session, if included, happens before February 27.
CUCollaborate hosts the event and manages the overall program. I guide participants through the peer-exchange session, manage its transitions and timing, lead the Q&A if the pitch contest is selected, and take session notes.
You receive my session notes, organized into the problems participants raised, the solutions they shared, and remaining open questions.
Brent Dixon has led workshops and delivered sessions in all 50 states and on four continents. His work includes sessions for major trade associations, state leagues, NCUA, NCBA CLUSA, and the United Nations, along with programs for Singularity University and the Global Alliance for Humanitarian Innovation.
He has worked with credit unions and cooperatives for more than 20 years. His credit union work includes board and executive-team retreats and industry gatherings including CUES, the World Council of Credit Unions (WOCCU), and America's Credit Unions. At Filene, he led the i3 program and founded The Cooperative Trust. He produces AI for FIs, a weekly newsletter for community-finance leaders.
Pricing is à la carte.
| Item | What it includes | Investment |
|---|---|---|
| On-site Peer Exchange | Design and facilitation of the February 27 peer exchange, run as the pitch contest or the Knowledge Hunt, plus the session notes. | $15,000 + travel |
| Virtual Session | A live online session designed and led to support the selected format. A virtual Knowledge Hunt also includes a digital whiteboard set up for the group. | $4,500 add-on $6,500 standalone |
The on-site fee is the same whichever format you choose.
Book both together for $19,500, plus travel.
Travel to DC (flight, lodging, meals) is billed separately at cost.
Payment terms: 50% due on signing and 50% due after the final session included in the engagement.
Brent Dixon