Session Descriptions

Score New Account Holders with an
Omnichannel Acquisition Strategy

Many of our clients have told us that one of their biggest pain points is losing deposits to the big bank strategies of cash offers and promises of high interest rates. These strategies are extremely costly and have disappointing retention, but the big banks are still opening new accounts that could have been yours.

In this session, Cindy Draper explains how community financial institutions can score new account holders through an omnichannnel strategy of digital referrals, social media marketing, direct mail and digital marketing. Using actual client data and impressive success stories, Cindy will demonstrate how your peers are winning account holders away from the big banks, driving deposits and generating profitable new accounts that stay with them longer.

Prevail in Retail – Designing the Optimal
Retail Banking Ecosystem

The financial institutions that will prevail in 2024 and beyond are the ones focusing strategic attention on every stage of the retail checking lifecycle. Many financial institutions spend the majority of their budgets and resources at the very top of the funnel, assuming that their newly-acquired customers or members will become profitable and long-term account holders. But without the right retail ecosystem, many of those new account openers will never fully onboard or engage with those institutions.

To prevail in retail, community financial institutions need to grow relationships—not just accounts.

In this session, Bob Sterner will present actual client data to demonstrate how your peer institutions are using business intelligence and data insights to drive each critical metric of their retail performance, from acquisition to onboarding to long-term retention and all stages in-between.

Mastering Overdraft and Consumer Liquidity
with Options for Everyone

Overdraft continues to be a hot topic, and the CFPB’s proposed overdraft rule has generated more questions than answers. Financial institution executives are continually striving to strike a balance among the three pillars of a complete consumer liquidity program: 1) Service, 2) Revenue and 3) Compliance.

The winning financial institutions in 2024 will overcome the challenges and provide fair, affordable and convenient options for short-term liquidity to their consumers and small business account holders—including a fair overdraft program as well as the ability to obtain responsible short-term loans.

In this session, Velocity CEO Christopher Leonard will present an update on the CFPB’s proposed overdraft rule, as well as the current legislative, regulatory and industry thinking about overdraft. Leading with a focus on fairness, Christopher will outline the most successful and compliant overdraft strategies we’ve seen after working with hundreds of your peer financial institutions and how it’s past time for some overdraft practices to change. These strategies are innovative and offer top-tier, customized liquidity service to your account holders—and they are 100% defensible to your examiners.

Conquer Your Data to Guide Your Retail Strategy

Tim Barrett, Velocity’s Executive DDA Strategist, explains how savvy financial institutions will conquer their data challenges and break down data silos to guide their strategic decisions in retail delivery and consumer liquidity.

Using actual client insights from Velocity’s data warehouse and data visualization tools, Tim will demonstrate how various perspectives of data can uncover opportunities that your financial institution can immediately leverage.

Through the use of business intelligence, peer comparisons and Velocity’s proprietary research, Tim will show you how your peer financial institutions “let the data be their guide” to navigate key strategic decisions and even revamp their product and development roadmap
in 2024.


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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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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Upcoming Events

The Velocity Executive Summits are educational forums for bank and credit union executives.

These events are 100% complimentary to qualified attendees, including airfare, hotel and meals.

Boston, MA
**Waitlist Only**

Hotel Commonwealth

September 10, 2024

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Nashville, TN

JW Marriott Nashville

October 9, 2024

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Coronado Bay, CA

Loews Coronado Bay Resort

November 13, 2024

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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:

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