See a detailed list of training topics covered.

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Dates & Locations

Trainings are held in various locations around the country, with virtual events offered as well.

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ILS Training Events

Comprehensive training for Intelligent Limit System® clients.

Dallas/Fort Worth

Dallas/Fort Worth Airport Marriott

April 16-17, 2024

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Atlanta, GA

Atlanta Airport Marriott

October 29-30, 2024

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Do I have to make my own hotel reservations?
Yes. We do have a group rate at the suggested hotel, but availability is not guaranteed so please book early.

What is the attire for this event?
All meetings and events are Business Casual. Since the temperature in meeting rooms is unpredictable and can often be chilly, we recommend that attendees bring a jacket or sweater.

Will I need to provide my own transportation from the airport to hotel and training facility?
Yes. Each attendee is responsible for his or her own transportation.

Are meals included?
Yes, breakfast, lunch, and refreshments are provided free of charge.

CPE Credits

Executive Summit: Earn up to 7.5 CPE Credits
Program Level: Overview
Prerequisites/Advance Preparation: None
Delivery Method: Group Internet Based
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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