Building Your 2027 Business Case for AI

What you'll learn

• How to build a budget-ready business case: a repeatable six-step framework (current cost, future state, investment, annual benefit, payback, 3-year ROI) that speaks the language finance teams and boards actually respond to, not just tech teams
• Where to find the dollars: a budget displacement map showing which of today's line items (IVR, QA labor, training vendors, knowledge search, direct mail, website search, manual workflows) map directly to an AI solution you can fund by reallocating, not adding
• A practical ROI framework: the four ways AI creates value (reducing existing costs, avoiding future costs, improving employee capacity, improving member experience) and how to separate "nice to have" metrics from the ones that actually move the needle
• How to prioritize what to fund first: a scorecard for ranking initiatives by business value, member impact, employee impact, implementation complexity, and time to value
• Common budget season pitfalls: the mistakes that stall AI proposals, and how to avoid them
• Real institution examples: how a peer credit union or bank has successfully secured (and renewed) AI budget, in their own words

Topics covered