Agenda

Time Event
8:00 AM - 8:30 AM Breakfast
8:30 AM - 9:00 AM Introduction and Setting the Stage
9:00 AM - 9:45 AM Account Acquisition Strategies that Drive Deposits & Profits
9:45 AM - 10:00 AM Break
10:00 AM - 10:45 AM Why Just “Winning the Account” Doesn’t Count: How the Optimal Financial Institution Onboards, Reacquires and Engages
10:45 AM - 11:45 AM Overdraft and Small Loans: Consumers Want New Liquidity Options
11:45 AM - 12:45 PM Lunch (Optional “Akouba Lunch & Learn” demo of our digital small business lending platform)
12:45 PM - 1:30 PM Harnessing Data to Guide Your Retail Strategy
1:30 PM - 2:15 PM Ask The Experts: Applying Today’s Concepts to Your Financial Institution

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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Austin, Texas

JW Marriott Austin

March 8, 2023

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San Diego, CA

Manchester Grand Hyatt San Diego

May 2, 2023

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Charleston, SC

Hotel Bennett

September 12, 2023

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Las Vegas, NV

Wynn Las Vegas

October 25, 2023

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Nashville, TN

Renaissance Nashville Hotel

November 9, 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:

  • 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