Win the Year With Your Peers

Community financial institutions are facing unprecedented threats from the economy, emerging technology, regulatory scrutiny and new categories of competitors that didn’t exist a decade ago. We’re all facing the same types of challenges and opportunities in the year ahead – so why not work together as community financial institutions to compete with the megabanks and neobanks?

In these educational forums, our experts will share their very best practices aggregated from 25+ years of partnerships with community financial institutions. You’ll be able to talk pain points, share your winning strategies and even have fun at some of the most luxurious destinations in the country.

Let’s use the power of combined wisdom to Win the Year With Your Peers!

Velocity Executive Summits are invitation-only, educational forums for bank and credit union executives. These events are 100% complimentary to qualified attendees, including airfare, hotel, meals and all sessions. Register now for a location near you!


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

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Session Descriptions

Read the full description of each session covered at our 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 some of the most desirable locations and venues across the country.

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Upcoming Events

The Velocity Executive Summits are educational forums for bank and credit union executives.

These events are 100% complimentary to qualified attendees, including airfare, hotel and meals.

Boston, MA
**Waitlist Only**

Hotel Commonwealth

September 10, 2024

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Nashville, TN

JW Marriott Nashville

October 9, 2024

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Coronado Bay, CA

Loews Coronado Bay Resort

November 13, 2024

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CPE Credits

Executive Summit: Earn up to 5 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:

  • Responsible overdraft management and the future of overdraft
  • How leveraging your existing data can pay dividends
  • The urgent need to provide short-term consumer liquidity
  • Innovative account acquisition through multiple channels
  • The critical roles of onboarding, engagement and reacquisition in the account life cycle
  • Why small business loans make sense for your institution

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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