Built on Solid Ground - AI Best Practices

Tuesday, July 21 · 11:00AM PT / 2:00PM ET
60 minutes · Virtual (Zoom)

AI might let you do things faster. But that just means you end up scaling the wrong things faster if you don’t set the right foundation. 

Spend 60 minutes with a small group of credit union leaders working through what actually makes an organization AI-ready.

Better Organizations by Design (BOxD) and eGain are bringing together 20 credit union leaders to explore the two sides of getting AI right. 


  • Nenuca Syquia (BOxD) will speak on why AI readiness is an organizational design problem, and where HR must lead.

  • Evan Siegel (eGain) will speak on how Rogue Credit Union got AI-ready by fixing the foundation first, and what changed when they did.


Together they cover what implementation actually requires, from the human architecture down to the technical groundwork. You'll get:

  • A frame for making AI adoption work. See risks early and plan around it before you spend against it.

  • A clearer picture of how AI will reshape your org. The change is already underway. Seeing its shape early gives you room to lead it deliberately.

  • A strategy to bring the rest of the leadership team in. Your AI journey won't succeed sitting on IT's shoulders alone. You'll learn how to give other leaders a genuine stake in the outcome and ensure AI adoption means people and structure, not just tech.

The session concludes with a facilitated roundtable where you can learn together with peers facing similar challenges. If you are being asked to "do something about AI," this hour will provide valuable frameworks for you to make better decisions.

About the Speakers

Evan Siegel

Evan Siegel leads AI business strategy at eGain, a leading provider of AI-powered knowledge management solutions that help Global 2000 enterprises unify content, automate workflows, and achieve measurable AI return on investment. He's focused on building AI systems that solve actual business problems.

Over 16 years at Wells Fargo, he led customer experience strategy for the bank’s 23 million retail customers and helped lead the 10,000+ agent contact center. He also created and led financial coaching program so successful it landed in the bank's annual report, TV ads, and a feature story on Good Morning America.

Earlier in his career, Evan spent a decade as a strategy and transformation consultant at Bain & Company, EY, and CSC. This background gives him a unique perspective on why business initiatives succeed or fail across industries. He writes for The Financial Brand and BAI Banking Strategies, and Deloitte Insights. His podcast appearances include shows from Bain & Company and CUBroadcast, where he cuts through buzzwords to talk about what works.

Evan Siegel


Evan Siegel leads AI business strategy at eGain, a leading provider of AI-powered knowledge management solutions that help Global 2000 enterprises unify content, automate workflows, and achieve measurable AI return on investment. He's focused on building AI systems that solve actual business problems.

Over 16 years at Wells Fargo, he led customer experience strategy for the bank’s 23 million retail customers and helped lead the 10,000+ agent contact center. He also created and led financial coaching program so successful it landed in the bank's annual report, TV ads, and a feature story on Good Morning America.

Earlier in his career, Evan spent a decade as a strategy and transformation consultant at Bain & Company, EY, and CSC. This background gives him a unique perspective on why business initiatives succeed or fail across industries. He writes for The Financial Brand and BAI Banking Strategies, and Deloitte Insights. His podcast appearances include shows from Bain & Company and CUBroadcast, where he cuts through buzzwords to talk about what works.

Nenuca Syquia

Nenuca Syquia is the CEO and Founder of Better Organizations by Design (BOxD), a leadership and organizational design firm. BOxD works from a simple belief: what's good for people is good for business, and people are shaped by the systems leaders create. The firm coaches leaders, builds teams, and redesigns the systems behind how work actually gets done.

Nenuca's own focus is on tying together the layers of change — the piece most transformations miss, and the reason so many of them stall. She has done this work across the full range: from Sanofi and Google to the San Francisco Ballet and family-owned businesses, in organizations large and small and at every stage of their lives.

A frequent speaker, Nenuca is known for making complex ideas simple. She holds master's degrees from Cornell University and the University of San Francisco, serves as a Sunnyvale City Commissioner, and co-chairs the Silicon Valley chapter of 50/50. She was named one of the Silicon Valley Business Journal's 100 Most Influential Women.

Nenuca Syquia


Nenuca Syquia is the CEO and Founder of Better Organizations by Design (BOxD), a leadership and organizational design firm. BOxD works from a simple belief: what's good for people is good for business, and people are shaped by the systems leaders create. The firm coaches leaders, builds teams, and redesigns the systems behind how work actually gets done.

Nenuca's own focus is on tying together the layers of change — the piece most transformations miss, and the reason so many of them stall. She has done this work across the full range: from Sanofi and Google to the San Francisco Ballet and family-owned businesses, in organizations large and small and at every stage of their lives.

A frequent speaker, Nenuca is known for making complex ideas simple. She holds master's degrees from Cornell University and the University of San Francisco, serves as a Sunnyvale City Commissioner, and co-chairs the Silicon Valley chapter of 50/50. She was named one of the Silicon Valley Business Journal's 100 Most Influential Women.