Financial Institution Strategies for Thriving in a Post-COVID Environment

Since the COVID-19 crisis has laid siege to our economy, bank and credit union executives will face unprecedented challenges in the months and even years to come. In our “new normal” environment, how can you reengage account holders and revive transactional activity? 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 and business account holders? And how does it all impact regulatory guidance, now and in the future?

Is your community bank or credit union prepared to address these questions? Fortunately, these challenges represent undeniable opportunities you can leverage now to fast track your financial institution’s road to recovery. And the way your financial institution responds in a post-COVID environment has the potential to win—or lose—your account holders’ trust and loyalty for many years to come.

Velocity Executive Summits are brief and informative educational seminars, and 100% complimentary to qualified bank and credit union executives. For our in-person events, we cover the cost of your airfare, hotel accommodations and meals. Our Virtual Summits are available to you from the comfort of your home or office and feature a similar yet shorter schedule.


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

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

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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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Pentagon City

The Ritz-Carlton Pentagon City (Washington, DC)

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 3 CPE Credits
Program Level: Overview
Prerequisites/Advance Preparation: None
Delivery Method: Group Internet Based
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:

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