Speakers

Hear from some of the most seasoned veterans in the industry.

Christopher Leonard
Christopher Leonard
Chief Executive Officer
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Bob Sterner
Robert E. Sterner
National Account Manager
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Tim Barrett
Tim Barrett
Executive DDA Strategist
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Steve Swanston
Executive Vice President of Sales
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charles baker
Charles Baker
Director of Client Service
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Scott Magruder
Scott Magruder
Regional Account Manager
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Cindy Draper
Director of Account Acquisition & Training
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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.
2025 Dates Coming Soon!

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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.

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: www.nasbaregistry.org.

Register Now

Register Now