Dates & Venues

February 2023

Fort Lauderdale, FL

February 2, 2023

W Fort Lauderdale
401 N Fort Lauderdale Beach Blvd
Fort Lauderdale, FL 33304

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March 2023

Austin, Texas

March 8, 2023

JW Marriott Austin
110 East 2nd Street
Austin, TX 78701

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May 2023

San Diego, CA

May 2, 2023

Manchester Grand Hyatt San Diego
1 Market Place
San Diego, CA 92101

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September 2023

Charleston, SC

September 12, 2023

Hotel Bennett
404 King St.
Charleston, SC 29403

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October 2023

Las Vegas, NV

October 25, 2023

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

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November 2023

Nashville, TN

November 9, 2023

Renaissance Nashville Hotel
611 Commerce Street
Nashville, TN 37203

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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:

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