Time Event
11:00 AM - 11:05 AM ET Welcome and Housekeeping
11:05 AM - 12:05 PM ET Industry Update & Effective Overdraft Strategies in the New Normal
12:05 PM - 12:15 PM ET Break
12:15 PM - 12:45 PM ET Reengaging Your Account Holder Base, Post-COVID - Part 1: Focusing on Digital for Account Acquisition & Deposit Growth
12:45 PM - 1:15 PM ET Reengaging Your Account Holder Base, Post-COVID - Part 2: Continuing the Relationship: Acquisition, Onboarding, Engagement & Retention
1:15 PM - 1:30 PM ET Break
1:30 PM - 2:30 PM ET Post-Crisis Digital Lending Strategies & Opportunities

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.

Virtual Executive Summit

This is a virtual event

November 19, 2020

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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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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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