Best Practices of Cannabis Banking: Lessons from Industry Leaders
Wednesday, July 14, 2021 1PM EST | 2 Hours
While the number of financial institutions serving cannabis-related businesses continues to increase, not all programs are created equal. In fact, the gap is widening between those institutions that are dabbling with cannabis banking projects versus the industry leaders who are rapidly capturing market share with highly-efficient, scalable and profitable cannabis banking lines of business. In this two hour session, we offer an inside look at these industry leading programs and share lessons learned from Green Check Verified customers who are successfully navigating this industry.
Topics Covered Include:
- Managing growing pains and avoiding common missteps;
- Finding and onboarding the right CRBs;
- Offering the right products and services at the right price;
- Dealing with cannabis cash;
- Using your cannabis banking program to support other strategic initiatives;
- Future-proofing this line of business;
- Reducing your compliance burden;
- And differentiating yourself from competitors.
Whether you are currently banking cannabis or just thinking about it, this virtual event provides attendees with a roadmap for success at every step of the process.
Takeaways
- Copies of all presentation materials
- 90-day access to the session recording
- Certificate of completion
Audience
- Board members
- CEO
- CFO
- Compliance and risk officers
- Branch operations managers
- Business development teams
- Lending officers
- Marketing and communications teams
MEET OUR
Presenters
Stacy Litke
VP, Banking Programs, Green Check
Stacy Litke is VP of Banking Programs at Green Check Verified with decades of experience in the financial services industry. Time spent in retail, lending, operations, and technology — and from the seats of a community banker, fintech executive, and consultant — has provided Stacy with a comprehensive view of the industry. Prior to joining Green Check, Stacy was SVP of Operations for a Massachusetts-based, $900 million institution. Today, she uses her collective experience to help financial institutions with compliant cannabis banking programs.
Paul Dunford
Co-Founder and VP of Knowledge, Green Check
Paul is a co-founder of Green Check Verified, where he is the VP of Knowledge. Paul oversees the development and management of compliance programs for Green Check Verified’s clients, with a focus on state-level compliance as well as compliance around federal guidance.