Time Event
8:30 AM - 9:00AM Breakfast
9:00 AM- 9:15 AM Welcome and Opening Remarks
9:15 AM - 10:30 AM Overdraft is Not Over
10:30 AM - 10:45 AM Break
10:45 AM - 11:30 AM Small-Dollar Credit and the Future of Short-Term Liquidity
11:30 AM - 12:15 PM Why Small Business Loans Make Sense for Your Institution
12:15 PM - 1:00 PM Lunch (Optional Akouba Demo)
1:00 PM - 1:45 PM Onboarding & Activation: Why Just Having the Account Doesn’t Count
1:45 PM - 2:15 PM The Account Acquisition War: How Small FIs Can Win

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.

Boston, MA

Hotel Commonwealth

September 15, 2022

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Las Vegas, NV

Wynn Las Vegas

October 4, 2022

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Charleston, SC

The Charleston Place

November 9, 2022

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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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