Your Guide for Growth: Building a Competitive Cannabis Banking Program
Tuesday, May 21, 2024 1 PM ET | 90 Minutes
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In recent years, an influx of financial institutions have entered the cannabis banking space to support the ever-growing and rapidly evolving industry. This means competition is higher than ever for cannabis accounts, and institutions are developing novel approaches to attract customers, reduce compliance costs, and ensure their programs stay highly profitable and growing.
In this session, we will equip you with a practical guide on how to stay competitive in the cannabis banking industry. From attracting customers with the right products, services, and processes to retaining them with value-added offerings, we will provide you with the tools and strategies to make your bank or credit union stand out in the market.
Whether your financial institution is just starting out or has an established program, we will share best practices for reaching all tiers of the cannabis supply chain and the services that support this niche industry.
Topics Include:
- Efficiently handling compliance and risk management
- Reducing your operational burden
- Building brand awareness and creative customer outreach
- Offering the right products and services for your market
- Getting your pricing right
- Creating customer stickiness
- Scaling your program with technology and data
- Case study of a best-in-class program
Who Should Attend:
- CEOs
- CFOs
- COOs
- Chief Risk Officers
- Business Development Executives
- Marketing Executives
- Compliance Officers
MEET OUR
Presenters
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.
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.