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, VP of Banking Programs leads the client facing cannabis banking teams at Green Check.  Stacy has decades of experience in banking and has seen the financial services industry from the seats of Community Banker, FinTech Leader and Technology Consultant. In her role at Green Check, she and her team have developed best practices for banking the cannabis industry through working with more than one hundred financial institutions as they work to evaluate and implement cannabis banking programs, and conversations with regulators and examiners.

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.