Strengthening Your Board’s Knowledge of Treasury Management

In today's environment, your community bank or credit union is under increasing pressure to grow deposits, generate fee income, and strengthen customer loyalty while managing risks and staying competitive. Treasury management plays a central role in achieving these goals. Yet for many boards, treasury management remains an area that is often overlooked or misunderstood.

During my years in banking, I saw firsthand how critical treasury management services are for a financial institution’s success. Treasury services not only bring in valuable commercial deposits, but they also create long-term, sticky customer relationships and provide stable sources of non-interest income. Without a strong understanding of these services at the leadership level, opportunities can be missed, and strategic initiatives can lose momentum.

Recognizing this need, we created the Treasury Management for Directors course at TMClarity.
This course is designed specifically for community bank and credit union boards who want a clear, concise overview of treasury management—without the complexity or time commitment of traditional training.

In just 30 minutes, Directors will gain the foundational knowledge they need to:

• Understand the role treasury management plays in growing deposits and fee income
• Oversee treasury management initiatives with greater confidence
• Ask better strategic questions about treasury management opportunities and risks
• Support the institution’s commercial growth strategies

If your Board is seeking to deepen its knowledge and lead more effectively in today’s competitive environment, the Treasury Management for Directors course offers a focused, efficient solution.

👉 Learn more and preview the course here.

Designed for easy use in board meetings, retreats, or individual study, the course cuts through the jargon and presents treasury management concepts in a way that is practical and immediately actionable. It covers why these services matter, what impact they have on financial performance, and how Directors can provide better governance and support to management teams pursuing treasury management growth initiatives.

Strengthening your Board’s understanding of treasury management is an investment in your institution’s long-term strength and success.

👉 Explore the Treasury Management for Directors course today and equip your Board to lead with clarity and confidence.