National Virtual Treasury Management Forum

Joining the National Virtual Treasury Management Forum gives you direct access to a nationwide community of professionals who face the same challenges you do every day. Each quarterly session is designed to deliver practical insights, new ideas, and real solutions you can bring back to your institution immediately. This is not theoretical training. It’s hands-on learning shaped by peers who understand the realities of community banking.

You’ll connect with experienced Treasury Management sales officers, support specialists, and business bankers from institutions of all sizes. The value comes from open, honest conversation - what’s working, what’s not, and how others are solving the problems you’re wrestling with right now. Every session is focused, relevant, and built to help you strengthen your TM department while driving deeper customer relationships, stronger core deposits, and increased non-interest fee income.

If you’re ready to sharpen your skills, expand your network, and learn in a collaborative environment built specifically for Treasury Management professionals, this Forum is for you. Reserve your spot and join a group committed to growth, improvement, and elevating the role of Treasury Management in community banking.

The National Virtual Treasury Management Forum also includes free access to the paid member section of our monthly Treasury Management Newsletter: Launch Pad: Accelerating Treasury Management Success.

Please Note

If you wish to subscribe to the Forum using a corporate check or ACH, please do not use the credit card form and contact Marci at [email protected] (763-307-3104) and payment arrangements can be made.

Forum Includes:

• A private forum for invited participants
• Each cohort is limited to ~25 participating banks
• Meets quarterly (9 to 3 Central) via Zoom
• Participants encouraged to submit topics in advance
• Agenda and articles delivered via email prior to each session
• Substitutions allowed if you cannot attend

If you wish to pay with a check or ACH, do not use the credit card form. Please contact Marci at [email protected] (763-307-3104) and payment arrangements can be made.

Once we receive payment and your account is activated, you may access your purchase by logging in to My Library. My Library is where we post upcoming Forum announcements (we'll also email them to you).

All purchases are subject to our Terms of Service and Refund Policy.

All purchases are researched by TMClarity and if the purchaser is not a bank (based on your routing number and research), we reserve the right to: 1) refuse the purchase 2) terminate account access and 3) refund the purchase.