Shield Client Connect 2024

Shield Compliance

Connect with the Shield Team along with leaders in cannabis banking from around the country.

Thompson Denver - part of Hyatt

<p><strong>Shield Client Connect</strong></p><p>Join us September 24 - 26 for Shield Client Connect. This in-person event will be held at the <strong>Thompson Denver Hotel.</strong></p><p>At Shield Client Connect, you’ll have the opportunity to share best practices with like-minded professionals, learn about Shield’s product development roadmap, and connect with Shield’s banking partners to gain insights into the latest trends and technologies shaping the industry.</p><p>Don't miss out on this chance to connect with peers and learn from the best. Register today!</p>

<h2>Event Details</h2><p>September 24-26, 2024</p><p>Programming led by Shield's leaders and industry experts will include the following:</p><ul><li>Day 1 (optional): Hands-on training and best practices with dedicated sessions for Shield Assure and Engage users.</li><li>Days 2 and 3: Sessions and peer group roundtables designed for everyone involved in cannabis banking, from analysts managing CRB relationships to senior executives responsible for programmatic decision making.</li></ul><p>And, don't miss our client appreciation event on Wednesday, September 25th. We have a suite at Coors Field where you can watch the Colorado Rockies play the St. Louis Cardinals while connecting with your peers.</p><h2>Location</h2><p>Denver Thompson Hotel</p><p>Located in the heart of the city's historic Lower Downtown neighborhood (LoDo), the hotel is an easy walk to the historic Union Station, Larimer Square and the distinctive bars and restaurants of the Dairy Block.</p><p>Access our <a href="https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.hyatt.com%2Fen-US%2Fgroup-booking%2FDENTH%2FG-09S1&amp;data=05%7C01%7Ckristen.juan-snyder%40shieldbanking.com%7C8d41a120b4e74f96fdd608dbb2d5720a%7C3073208295364bbfba353767a95c5c9e%7C0%7C0%7C638300402071982328%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=FbvZYmIDUXuHYCwsT663ySkTwu9hLJd3BKedG2RzjXk%3D&amp;reserved=0" title="https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.hyatt.com%2Fen-US%2Fgroup-booking%2FDENTH%2FG-09S1&amp;data=05%7C01%7Ckristen.juan-snyder%40shieldbanking.com%7C8d41a120b4e74f96fdd608dbb2d5720a%7C3073208295364bbfba353767a95c5c9e%7C0%7C0%7C638300402071982328%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=FbvZYmIDUXuHYCwsT663ySkTwu9hLJd3BKedG2RzjXk%3D&amp;reserved=0" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Group Rate</a>; book by <strong><strong>Sunday, September 8, 2024</strong></strong>, to guarantee the best rate.</p><h2>Who Should Attend</h2><ul><li>Cannabis Program Managers</li><li>BSA Officers</li><li>BSA/AML Analysts</li><li>CEOs</li><li>Line of Business Executives</li><li>Chief Risk Officers</li><li>Compliance Officers</li></ul>

Day 1- Tues, Sept 24th

Registration

Continental Breakfast

Assure Training Session: Best Practices for Case Management

Lunch

(B) Understanding Financial Statement Impact on BSA/AML Analysis

(A) Engage Training Session: Enabling Additional Application Features

Located at the Denver Thompson Hotel on the 6th floor at the Reynard Social Lounge.

Welcome Reception

Day 2 - Wed, Sept 25th

Breakfast

Welcome

Opening Remarks

New Frontier Data: The Cannabis Economy

Break

Association of Cannabis Banking: Q4 Cannabis Bankes' Quarterly Webinar

Legal and Regulatory Round Table 

Cannabis Lending

There will be four topics to choose from to discuss with industry leaders and your peers. 

Banker Round Tables - Round 1

There will be four topics to choose from to discuss with industry leaders and your peers.

Banker Round Tables - Round 2

Benchmark Study Results

Operational Excellence

Case Study: Outsourced Site Inspections

Case Study: KeyPoint Credit Union

Case Study: Monitoring Operator Performance with Simplifya

Closing Remarks and Client Appreciation Event Instructions

Leave for Coors Field (walking)

Baseball Game @ Coors Field: Colorado Rockies vs. St Louis Cardinals

Day 3 - Thurs, Sept 26th

Welcome Back / Day 1 Recap

Trends in Banking and Technology

This panel will include Jonathan Mack (Needham Bank), Jamie Santistevan (Native American Bank), Jeff Leonard (Summit State Bank) and moderated by Jenna Meyer from Shield Compliance.

Banker Panel - Executive Outlook on Cannabis Banking

Best Practices in Digital Marketing

Operator Study Results and Recommendations

Strategic Direction |
Assure and Engage YTD Enhancements Recap | 

Q4 Releases – Demo  | 

2025 Road Map | 

Product Update

Closing Remarks and Prize Drawing

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Shield Client Connect 2024

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