Reacquire, Refresh & Reassess: Financial Institution Strategies for Thriving in 2021

It’s no question that 2020 was a true litmus test of your financial institution’s strength and stability. We all have faced unprecedented challenges and witnessed dramatic shifts in consumer banking behavior and motivations—as well as fast-paced growth in banking services and technology. Now is the time to look forward to a stronger, healthier year and to learn what types of strategies other financial institutions are leveraging to thrive in 2021.

At Velocity Executive Summits, we’ll help answer questions such as:

• How can we reacquire existing account holders through digital engagement?
• Why is it important to take a multi-channel digital approach to account acquisition & deposit growth?
• What are the most critical factors in managing an effective overdraft program, while reducing risk to your institution and consumers?
• What are the options for providing responsible and compliant short-term liquidity to your consumers?
• How can you address the small business credit market and make these loans profitably and quickly like fintech competitors?
• What does the Biden administration mean for your financial institution?

Our Summits are informative educational seminars, 100% complimentary to qualified bank and credit union executives, and held in convenient, desirable locations across the country. We cover the cost of your airfare, hotel accommodations and meals.

Agenda

See the full day’s schedule detailed by session times.

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Sessions

Read the full description of each session covered at our 2021 Executive Summits!

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Speakers

See the full list of our Summit speakers and their profiles.

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Dates & Venues

Our Summits are held in various locations around the country, with virtual events offered as well.

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Upcoming Events

The Velocity Executive Summits are one-day events designed to help bank and credit union executives keep pace with the ever-evolving banking technology and developing regulatory landscape.

Fort Lauderdale, FL

Sonesta Fort Lauderdale

February 9, 2021

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Austin, TX

Four Seasons Austin

April 13, 2021

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Seattle, WA

Seattle Renaissance

May 26, 2021

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Washington, DC

The Ritz-Carlton Pentagon City

August 24, 2021

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Las Vegas, NV

Encore at Wynn Las Vegas

September 28, 2021

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Nashville, TN

Renaissance Nashville

November 16, 2021

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CPE Credits

Executive Summit: Earn up to 4 CPE Credits
Program Level: Overview
Prerequisites/Advance Preparation: None
Delivery Method: Group Live
Field of Study: Management Services

For more information regarding administrative policies such as complaint and refund, please contact our offices at 954-847-5800.

Learning Objectives:

  • Develop ideas to build a culture of innovation in your organization
  • Understand why managed overdraft limits are more important than ever
  • Digital strategies for profitable account acquisition and deposit growth
  • Optimize each stage of the account lifecycle: acquisition, onboarding, engagement and retention
  • Strategies and opportunities in post-crisis digital consumer and commercial lending

Velocity Solutions is registered with the National Associate of State Board of Accountancy (NASBA) as a sponsor of continuing professional education on the Nation Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through it’s website: www.nasbaregistry.org.

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