Choose Your Level of Strategic Support

Three engagement models designed for different stages of organizational readiness

Dr. Adam Wingate, Ph.D. in Leadership & Organizational Management | Research-informed advisory

Built by a former credit union technology leader | Serving institutions with $100M-$10B in assets

PROGRESSIVE ENGAGEMENT PATH

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Discovery

Self-Guided Assessment—access tools and resources to evaluate AI readiness

Right for You If:

You prefer to explore AI viability independently using expert-designed frameworks and educational resources

🔄 Ongoing access to curated resources and quarterly updates

$997/mo

Month-to-month • Cancel or upgrade anytime

Ongoing access to AI readiness assessment tools
Regulatory compliance frameworks (updated quarterly)
Opportunity identification templates
Quarterly strategic briefings and industry updates
Curated executive education resource library

Get Started

Most Popular

Optimal balance of hands-on guidance and value

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Strategic Planning

Collaborative Advisory—work directly with Dr. Wingate to build governance frameworks

Right for You If:

You've decided to move forward and need hands-on guidance, custom frameworks, and strategic consultation

⏱ Active collaboration: 6-12 months

$3,970/mo

or $42,900 annuallySave 10%

Everything in Discovery, plus:
Monthly 1:1 strategic consultation (90 minutes)
Custom board-ready governance framework
Tailored 90-day implementation roadmap
Personalized vendor evaluation and RFP support
Co-developed ROI models and business cases

Start Strategic Planning

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Implementation

Fractional AI Leadership—intensive hands-on support throughout execution

Right for You If:

You're executing initiatives now and need embedded fractional leadership to manage the entire implementation lifecycle

⏱ Deep partnership: 12-24 months

$9,970/mo

or $105,300 annuallySave 12%

Everything in Strategic Planning, plus:
Fractional AI leadership (10 hours/week)
Active project management & execution oversight
Direct vendor negotiation and relationship management
Custom board presentations and stakeholder communication
Bi-weekly strategic working sessions

Begin Full Engagement

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Not Sure Where to Start?

Schedule a 30-minute consultation to discuss your institution's readiness and determine the right engagement level. No obligation, no sales pitch—just strategic guidance.

Schedule Free Consultation