Creating the Optimal Financial Institution

Imagine, if you will, a financial institution that meets and even exceeds the seemingly impossible definition of “optimal” to all of its stakeholders: the board, the regulators, the staff, the local business community and the account holders – all of whom have different expectations and measures of success.

Executives of this idealistic financial institution monitor the competition and stay on top of what their peer banks or credit unions are doing to attract and keep account holders. These savvy executives are continually factoring in external forces that will impact their optimally-performing financial institution, such as the threat of fintechs that are providing traditional banking services in innovative formats and channels.

They’re laser-focused on the impact of the economy and the possibility that the proverbial invisible hand is leading our country towards a recession. Yet, when other financial institutions are struggling, our idealized financial institution continues to thrive and is well-insulated against external threats.

This is not a work of fiction or a fantasy of pure imagination. This can be a tangible reality. This is what it would look like if Velocity Solutions ran a financial institution. And when you attend any of Velocity’s Executive Summits, we’ll walk through our vision together.

Velocity Executive Summits are informative educational seminars that are 100% complimentary to qualified bank and credit union executives, and held in some of the most easily accessible cities across the country in luxurious venues. Register now for a location near you!

Agenda

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

Learn More

Session Descriptions

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

Learn More

Speakers

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

Learn More

Dates & Venues

Our Summits are held in some of the most desirable locations and venues across the country.

Learn More

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

W Fort Lauderdale

February 2, 2023

Learn More
Austin, Texas

JW Marriott Austin

March 8, 2023

Learn More
San Diego, CA

Manchester Grand Hyatt San Diego

May 2, 2023

Learn More
Charleston, SC

Hotel Bennett

September 12, 2023

Learn More
Las Vegas, NV

Wynn Las Vegas

October 25, 2023

Learn More
Nashville, TN

Renaissance Nashville Hotel

November 9, 2023

Learn More

CPE Credits

Executive Summit: Earn up to 4.5 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: www.nasbaregistry.org.

Register Now

Register Now