Dates & Venues

September 2024

Location:
Boston, MA

September 10, 2024

Hotel:
Hotel Commonwealth
500 Commonwealth Ave
Boston, Massachusetts 02215

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October 2024

Location:
Nashville, TN

October 9, 2024

Hotel:
JW Marriott Nashville
201 8th Avenue South
Nashville, Tennessee, USA, 37203

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November 2024

Location:
Coronado Bay, CA

November 13, 2024

Hotel:
Loews Coronado Bay Resort
4000 Coronado Bay Road
Coronado, California 92118

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Agenda

See the full day’s schedule detailed by session times.

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Session Descriptions

Read the full description of each session covered at our Executive Summits.

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Speakers

See the full list of our Summit speakers and their profiles.

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Dates & Venues

Our Summits are held in some of the most desirable locations and venues across the country.

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CPE Credits

Executive Summit: Earn up to 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.

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