The Great Banking Reset

Your financial institution has been put to the test during the last two years, and you’ve persevered! You’ve played a part in helping your community’s small businesses stay afloat, you’ve been there to help your account holders through hard financial times, and your financial institution has had to adapt, innovate and digitally transform at an unprecedented pace. Now that you’ve survived and thrived through extraordinary challenges, it’s time to reflect and reset. Your financial institution is poised to grow even stronger in 2022 with the right tools and strategies.

At the Velocity Executive Summits, we will show you the many opportunities to grow your bank or credit union, solidify your position against the competition and better serve your account holders. We’ll cover topics such as:

• Why providing short-term liquidity options for your consumers and business account holders
is paramount for 2022
• Overdraft is not over, and we’ll provide the unbiased facts and objective data not covered in the big headlines
• Why your financial institution needs a digital small business lending platform
• Small financial institutions can win the account acquisition war!
• And once you’ve acquired the account, why just having the account isn’t the most important thing
And more!

Our Summits are informative educational seminars that are 100% complimentary to qualified bank and credit union executives, whether virtual or in-person.

See our clients discuss their expectations and experiences attending Velocity Executive Summits:


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

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Read the full description of each session covered at our Velocity 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.
2023 dates coming soon!

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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

W Fort Lauderdale

February 2, 2023

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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:

  • 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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