Header Logo
Framework
Courses
Treasury Management Implementer Treasury Management for Directors All Treasury Management Courses
Professional Services
Engage
Blog Launch Pad Store Events FAQs Contact
Log In
Company
About Contact Privacy Policy Terms of Service Refund Policy
← Back to all posts
Connect

Treasury Management for Directors | June 2024

Aug 20, 2024

This month, we are introducing our first training program for Treasury Management with a 30-Minute Training for Your Board of Directors.

Transforming your financial institution’s approach to treasury management starts with education and empowerment at the board level. This quick yet in-depth session will become a cornerstone of your boardroom discussions, setting the stage for strategic growth and operational excellence.

The Course Covers The three pillars of treasury management—sales, onboarding, and maintenance—providing a strategic overview of processes to ensure seamless integration and sustained efficiency within your institution. It also explores the ideal structure for your treasury management team, aligning the department under key leadership roles to maximize performance and foster collaboration.

Gain insights into using the account analysis system as a powerful billing tool to enhance customer relationships and streamline billing processes. Additionally, you will get an overview of the top treasury management services in the market, empowering your board to make informed decisions. Discover innovative marketing strategies to match your offerings to customers' specific needs and industry requirements. Tailor your treasury management services to meet unique customer needs, aligning the value of each service to maximize satisfaction and retention.

Finally, receive actionable steps to kickstart your treasury management initiatives, achieving measurable results and transforming your department into a competitive advantage.

Why Your Board Needs This Training Equipping your board with expertise in treasury management elevates your institution from a traditional banking role to that of a trusted financial advisor. This training will enable your business bankers and commercial lenders to deliver exceptional value, leading to enhanced cross-selling opportunities, deeper business relationships, increased non-interest fee income, and secure core deposits.


Featured Blogs

Bombarding Prospects with Information Might Be Sabatoging Your Success

Send Me More Information

Managing Sales Leads with CRM Tools

 

 

 

 

Responses

Join the conversation
t("newsletters.loading")
Loading...
Launch Pad: Turn Summer's Slowdown into Sales Momentum | July 2026
Summer often brings a natural slowdown in Treasury Management sales. Decision-makers are on vacation and prospects may postpone major conversations until fall. While the pace may feel frustrating, a quieter sales cycle creates something every busy sales team needs: time to prepare. Instead of viewing summer as a lost season, use it to strengthen your pipeline and improve the quality of your CR...
Launch Pad: Onboarding Is Your TM Superpower | June 2026
Every Treasury Management team wants the same outcome: loyal customers, growing deposits, increasing fee income, and enthusiastic referrals. Yet many institutions spend the majority of their time focusing on sales while treating onboarding as an operational necessity. In reality, onboarding is one of the greatest competitive advantages a Treasury Management department can develop. From the cus...
Launch Pad: The Metric That Predicts Customer Retention | May 2026
One of the reasons we developed the TMClarity Framework is because we repeatedly hear clients say, “Our customers think we’re the best!”, “We have great customer service,” and “We never get complaints.” These comments often come directly from bank leadership. Our response is simple: “Prove it with numbers.” And often, they can’t. Measuring your business is a critical part of running your busi...

Launch Pad: Accelerating Treasury Management Success

Learn the tactics and strategies to enhance treasury management at your community bank. From leads to sales to operations, Launch Pad covers it all in this monthly newsletter for community banks. Subscribe to the free edition to unlock access today or become a member for advanced treasury management training and resources right to your inbox.
FRAMEWORK â–ş Digital Sales â–ş Business Development â–ş Operations â–ş Business Support Center â–ş Customer Relations â–ş Metrics â–ş Marketing â–ş Vision & Strategy
COURSES â–ş Implementer Program â–ş TM for Directors â–ş All Courses â–ş Webinars and Seminars PROFESSIONAL SERVICES â–ş Consulting â–ş Coaching â–ş Group Training
Store Blog Launch Pad Events FAQs Login My Library
Contact About Privacy Policy Terms of Service Refund Policy (C) 2023 -2026 Malzahn Strategic, LLC

Join Our Free Trial

Get started today before this once in a lifetime opportunity expires.