Dates & Venues

April 2021


April 20-21, 2021

This is a virtual event

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August 2021

Nashville, TN

August 17-18, 2021

Sheraton Music City Hotel
777 McGavok Pike Nashville, TN 37214

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November 2021

Dallas, TX

November 16-17, 2021

Hyatt Regency DFW
2334 North International Parkway DFW Airport, TX 75261

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CPE Credits

Executive Summit: Earn up to 3.5 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:

  • 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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