Shield Client Connect 2025

Shield Compliance

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

Aloft Boston Seaport District

Shield Client ConnectJoin us October 21 -23, 2025 for Shield Client Connect. This in-person event will be held at the Aloft Boston Seaport District Hotel .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.Don't miss out on this chance to connect with peers and learn from the best. Register today!

<h2>Event Details</h2>October 21 -23, 2025Programming led by Shield's leaders and industry experts will include the following:<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>And, don't miss our client appreciation event on Wednesday, October 22nd.<a href="https://www.surveymonkey.com/r/YY36BMH" title="https://www.surveymonkey.com/r/YY36BMH" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Complete Our Survey</a>. Your input ensures that this year’s conference reflects the topics, challenges, and opportunities that matter most to you and your financial institution. <h2>Location</h2>Aloft Boston Seaport District HotelSitting in the Seaport, the hotel is an easy walk to Leader Bank Pavilion, Fenway Park or the Boston Tea Party Museum.Access our <a href="https://book.passkey.com/event/50863947/owner/14051427/home" title="https://book.passkey.com/event/50863947/owner/14051427/home" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Group Rate</a>; book by Tuesday, September 23, 2025, to get the best rate. <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, Oct 21st

Registration

Optimizing due diligence and notifications, and non-cannabis use cases (MSB)

Assure Training Session

Topics to Include: Launchpad preview, enhanced transaction monitoring and user assignments.

Assure Focus Group

Lunch

Application experience (templates) and Docusign phase 2.

(A) Engage Training Session

AI application review, conditional routing, next steps for account opening and reducing fraud in new accounts.

(A) Engage Focus Group

Understanding seed-to-sale tracking data, financial statement data - working papers, a deeper dive.

(B) Deeper Dive Session: Behind the Numbers

Welcome Reception

Day 2 - Wed, Oct 22nd

Breakfast

Welcome

Opening Remarks

USCR Legislative Update

Legal and Regulatory Panel

Break

Licensing Landscape

Banker Round Tables - Round 1

Operator Survey Results

Operator Insights Panel

Enterprise Risk Assessment

Lending Block

Banker Round Tables - Round 2

Day 1 Closing Remarks and Client Event Instructions

Client Appreciation Event - Boston City Cruise

Day 3 - Thurs, Oct 23rd

Welcome Back / Day 1 Recap

Why Core Deposits Drive Enterprise Value

Best Practices: System Validation

Benchmark Survey

Banker Round Tables - Round 3

Comploy

Product Vision - Shield 2.0

Product Accomplishments and 2026 Roadmap

Closing Remarks

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Shield Client Connect 2025

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