AI Readiness – CEO – Credit Union Development Association

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CUDA AI Readiness Self-Assessment

Compliance & Risk Officer Edition

This short assessment is designed to help Irish credit unions reflect on AI governance readiness, operational exposure, vendor governance and training needs. It is not a certification, audit or legal opinion. The output is intended to support internal discussion and identify areas where further support may be useful.

For the demo version, the assessment is focused on the Compliance and Risk role.

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Your Name(Required)

First Last

Used only to identify your result for this demo.

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Email(Required)

Used to return or associate the assessment result in the production version.

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Credit union / organisation(Required)

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Your role(Required)

This demo is designed for Compliance / Risk Officers. Other roles can be added later.

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How would you currently describe your organisation’s overall approach to AI governance?(Required)

Select the option that most closely reflects your organisation’s current position.

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Consent and data use(Required)

I understand this is a self-assessment and not a certification, audit or legal opinion.

I consent to CUDA using my responses to generate a result for this assessment.

I consent to CUDA using anonymised and aggregated responses to identify sector-wide support and training needs.

Please confirm before continuing.

We have a clear senior-management view of where AI could create value for the credit union.(Required)

This includes member service, lending journeys, operations, compliance, marketing, fraud prevention and internal productivity.

We understand that AI may already be entering the organisation through existing vendor platforms.(Required)

Consider Microsoft 365, CRM systems, productivity tools, marketing platforms, document systems and analytics tools.

We have discussed the difference between safe AI experimentation and uncontrolled shadow AI.(Required)

This includes informal staff use of public AI tools as well as unapproved AI features in existing systems.

Our AI discussions are balanced between opportunity, member benefit, governance and operational risk.(Required)

The strongest position is neither hype-led nor prohibition-led, but proportionate and controlled.

A senior manager proposes encouraging staff to use public AI tools immediately to improve productivity. What is the best leadership response?(Required)

Encourage immediate use and allow staff to work out good practice themselves.

Prohibit all AI use because the risks are too uncertain.

Define acceptable use, data boundaries, training, oversight and escalation before wider use.

Allow only senior staff to use AI without a wider policy.

Unsure.

Select the response that best reflects a proportionate senior management approach.