Dates & Venues

February 2022

Fort Lauderdale, FL

February 8, 2022

Sonesta Fort Lauderdale
999 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304

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April 2022

Austin, TX

April 5, 2022

Four Seasons Austin
98 San Jacinto Blvd, Austin, TX 78701

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May 2022

Seattle, WA

May 24, 2022

Renaissance Seattle
515 Madison Street, Seattle, WA 98104

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October 2022

Las Vegas, NV

October 4, 2022

Wynn Las Vegas
3131 Las Vegas Blvd. Las Vegas, NV 89109

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November 2022

Charleston, SC

November 9, 2022

Belmond Charleston Place
205 Meeting Street, Charleston, South Carolina 29401

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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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