Dates & Locations

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

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See a detailed list of training topics covered.

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ILS Training Events

Comprehensive training for Intelligent Limit System® clients.


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 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:

  • Develop ideas to build a culture of innovation in your organization
  • Understand why managed overdraft limits are more important than ever
  • Digital strategies for profitable account acquisition and deposit growth
  • Optimize each stage of the account lifecycle: acquisition, onboarding, engagement and retention
  • Strategies and opportunities in post-crisis digital consumer and commercial lending

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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