AI Readiness – Board Member – Credit Union Development Association

Step 1 of 6 - Start

Unique ID

CUDA AI Readiness Self-Assessment

Board Member / Director Edition

This short assessment is designed to help credit union directors reflect on their board’s readiness to oversee AI adoption safely, proportionately and strategically. It is not a certification, audit or legal opinion. The output is intended to support board discussion, governance planning and training needs identification.

For the demo version, the assessment is focused on the board oversight role.

This field is hidden when viewing the form

Your Name(Required)

First Last

Used only to identify your result for this demo.

This field is hidden when viewing the form

Email(Required)

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

This field is hidden when viewing the form

Credit union / organisation(Required)

This field is hidden when viewing the form

Your role(Required)

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

This field is hidden when viewing the form

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.

This field is hidden when viewing the form

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.

The board has a shared understanding of how AI may affect the credit union’s strategy, services and risk profile.(Required)

This includes both direct AI projects and AI capabilities embedded in vendor platforms, productivity tools, CRM systems or member-facing services.

The board receives enough information from management to understand where AI tools may already be used or emerging.(Required)

Consider formal projects, informal staff usage, vendor upgrades and AI-enabled features in existing systems.

The board understands that AI governance is not only a technology issue, but also a conduct, data, operational and member fairness issue.(Required)

This question assesses whether AI is being viewed through an appropriate governance lens rather than only as an IT topic.

Current board reporting would be capable of highlighting material AI-related risks or opportunities.(Required)

This includes risk reports, technology updates, compliance updates, vendor updates and strategic planning discussions.

Management proposes using AI to support operational efficiency. What should the board’s response focus on first?(Required)

Approve the initiative if management believes it will reduce workload.

Ask management to confirm the purpose, risks, controls, human oversight and member impact before approval.

Reject AI use until the regulator issues detailed sector guidance.

Ask the IT function to decide, as AI is mainly a technology matter.

Unsure.

Select the response that best reflects the board’s oversight role rather than operational management.