Treasury Management Events
TMClarity hosts many Treasury Management Events throughout the year.
Upcoming Events
From in-person peer groups to webinars, here is our listing of upcoming Treasury Management events.
MBA Treasury Management Workshop | May 21, 2024 @ 9:00 am - 3:30 pm | In Person Event
During this all day workshop, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses.
The bankers of today must be “lenders” as well as “deposit gatherers.” Community banks are searching for ways to increase core deposits and non-interest fee income: Treasury Management is the answer. In this course, you will gain a deeper understanding of how the Sales, Treasury Management, IT, Marketing, and Deposit Operations team members must collaborate to successfully sell and implement the business products and services at your institution. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team.
You will walk away from this workshop with a deeper knowledge of Treasury Management, learn to conduct a TM Needs Assessment on your business account holders, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management services to your ideal business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services.
Workshop Overview:
- Part I – Foundational Knowledge
- Part II – Marketing & Sales Process
- Part III – Product Implementation
- Part IV – The Future of Treasury Management
After this workshop you’ll be able to:
- Maximize the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities
- Understand the Treasury Management services available in the market
- Identify enhancements to services focusing on the benefits of each service to businesses—the value
- Identify TM services your business customers are asking for that you may be missing
- Determine which services you need to offer to businesses based on industry
- Learn how the Treasury Management team collaborates with technology, operations, marketing and sales teams
- Implement ideas on how to market and brand your Treasury Management services
- Understand the ideal organizational design for Treasury Management and how to incentivize the sales teams
- Establish a process to implement Treasury Management products
- Choose the right digital payment strategy for businesses
- Identify new authentication methods to enhance your products’ security
Who Should Attend:
Business bankers who want to learn about Treasury Management products and their benefits to business clients, Treasury Management sales officers/specialists, Deposit Operations personnel, IT, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits.
Why You Should Attend:
To obtain a better understanding of the value of Treasury Management products and using them as a core deposit growth and increased fee income strategy. To learn more in-depth how Treasury Management interacts with the business banking, IT, and deposit operations teams. You will also learn about the future products your institution should offer to your clients and how new payment systems may affect your institution.
Key Learning Objectives:
- Gain a deeper understanding of Treasury Management
- Gain knowledge of Treasury Management products and how they help your business clients
- Learn how Treasury Management collaborates with the Bank’s Technology, Operations, Marketing, and Sales teams and how they can work together better
- Learn about risks that Treasury Management products pose to the institution
- Identify new non-interest fee opportunities, how to market and brand your Treasury Management products, and ideas on how to sell more products by meeting your clients’ needs
- Learn about a sales process and how to customize it for your institution
- Learn about the future of Treasury Management and how your institution can prepare
Topic Background:
The Cash Management services have been around for over forty years. In recent years, the name was changed to Treasury Management. However, both terms are used interchangeably in the banking industry. Treasury Management services and products include all the banking services financial institutions offer to business clients to help them handle their cash on a daily basis. With increased new technology-based products come increased risk for both the financial institutions and the business clients who use the products. Therefore, it is crucial for both institutions and business clients to get educated on which Treasury Management services are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.
For more information and to register, click here.
Treasury Management: A Powerful Tool to Increase Deposits and Fee Income | June 6, 2024 @ 1:30 pm - 3:00 pm | Webinar
During this basic course, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses.
The bankers of today must be “lenders” as well as “deposit gatherers.” Community banks are searching for ways to increase core deposits and non-interest fee income: Treasury Management is the answer. In this course, you will gain a deeper understanding of how the Sales, Treasury Management, IT, Marketing, and Deposit Operations team members must collaborate to successfully sell and implement the business products and services at your institution. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team.
You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct a TM Needs Assessment on your business account holders, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management services to your ideal business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services.
Webinar Overview:
- Part I – Foundational Knowledge
- Part II – Marketing & Sales Process
- Part III – Product Implementation
- Part IV – The Future of Treasury Management
After this webinar you’ll be able to:
- Maximize the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities
- Understand the Treasury Management services available in the market
- Identify enhancements to services focusing on the benefits of each service to businesses—the value
- Identify TM services your business customers are asking for that you may be missing
- Determine which services you need to offer to businesses based on industry
- Learn how the Treasury Management team collaborates with technology, operations, marketing and sales teams
- Implement ideas on how to market and brand your Treasury Management services
- Understand the ideal organizational design for Treasury Management and how to incentivize the sales teams
- Establish a process to implement Treasury Management products
- Choose the right digital payment strategy for businesses
- Identify new authentication methods to enhance your products’ security
Who Should Attend:
Business bankers who want to learn about Treasury Management products and their benefits to business clients, Treasury Management sales officers/specialists, Deposit Operations personnel, IT, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits.
Why You Should Attend:
To obtain a better understanding of the value of Treasury Management products and using them as a core deposit growth and increased fee income strategy. To learn more in-depth how Treasury Management interacts with the business banking, IT, and deposit operations teams. You will also learn about the future products your institution should offer to your clients and how new payment systems may affect your institution.
Key Learning Objectives:
- Gain a deeper understanding of Treasury Management
- Gain knowledge of Treasury Management products and how they help your business clients
- Learn how Treasury Management collaborates with the Bank’s Technology, Operations, Marketing, and Sales teams and how they can work together better
- Learn about risks that Treasury Management products pose to the institution
- Identify new non-interest fee opportunities, how to market and brand your Treasury Management products, and ideas on how to sell more products by meeting your clients’ needs
- Learn about a sales process and how to customize it for your institution
- Learn about the future of Treasury Management and how your institution can prepare
Topic Background:
The Cash Management services have been around for over forty years. In recent years, the name was changed to Treasury Management. However, both terms are used interchangeably in the banking industry. Treasury Management services and products include all the banking services financial institutions offer to business clients to help them handle their cash on a daily basis. With increased new technology-based products come increased risk for both the financial institutions and the business clients who use the products. Therefore, it is crucial for both institutions and business clients to get educated on which Treasury Management services are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.
Registration information coming soon. Feel free to contact us for more information
IBA Treasury Management Forum | August 13, 2024 @ 9:00 am - 3:00 pm | In Person Event
The Indiana Bankers Association hosts Treasury Management Forums, aimed at enhancing your professional development and the future prosperity of your bank. Led by Marcia Malzahn (Malzahn Strategic), this forum allows Treasury Management (TM) Officers, as well as other team members involved in the selling, supporting, or marketing of TM products and services to business customers, to openly share ideas, analyze challenges, and converse on pertinent issues with their TM peers. Participants are grouped according to their bank’s size and market, ensuring similarities in experiences and concerns. These groups convene thrice a year, and the membership size is kept to a manageable number to encourage meaningful dialogue and interaction.
Benefits of the Forums:
- Develop strategies to tackle the prevailing difficulties faced by community banks in marketing Treasury Management products and services.
- Enhance your sales tactics by emphasizing the unique benefits of your Treasury Management products and services.
- Gain insights into pricing strategies used by other community banks for their various offerings.
- Address crucial issues related to Treasury Management services, such as navigating relationships with core system providers and other vendors.
- Understand how to fully utilize an Account Analysis System for maximum benefit.
- Explore different avenues for recruiting skilled Treasury Management professionals.
- Access insights and advice from highly regarded industry experts.
- Engage in discussions with peers about effective and less effective sales and customer service practices for Treasury Management customers.
Treasury Management Topics for Forum:
- Understand the importance of Treasury Management in addressing two key banking concerns: attracting new business-driven core deposits (low-cost funds) and increasing non-interest fee income.
- Learn how to create a vision for a robust Treasury Management Department.
- Discover strategies for attracting larger businesses that require Treasury Management products and services.
- Learn methods for training lenders to sell Treasury Management products and services, encouraging business bankers to engage in this process.
- Understand the optimal organizational structure for integrating Treasury Management.
- Explore where to source skilled and experienced Treasury Management professionals and what qualifications to look for.
- Learn techniques to transition Treasury Management services from being free to generating fees.
- Discover strategies to manage risks associated with Treasury Management.
- Understand the distinct roles within Treasury Management, including the Treasury Management Director, Treasury Management Sales Officer (TMSO), Treasury Management Operations Manager, Treasury Management Product Manager, and Treasury Management Specialist.
- Learn how to effectively communicate the value of each Treasury Management product and service to business clients.
- Understand the strategies to appropriately price Treasury Management products and services.
- And more…
More groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum.
For more information click here.
ICBA Treasury Management Seminar | September 17 | Details Soon
As soon as we have details on this seminar, we'll post them.
IBA Treasury Management Forum | December 3, 2024 @ 9:00 am - 3:00 pm | In Person Event
The Indiana Bankers Association hosts Treasury Management Forums, aimed at enhancing your professional development and the future prosperity of your bank. Led by Marcia Malzahn (Malzahn Strategic), this forum allows Treasury Management (TM) Officers, as well as other team members involved in the selling, supporting, or marketing of TM products and services to business customers, to openly share ideas, analyze challenges, and converse on pertinent issues with their TM peers. Participants are grouped according to their bank’s size and market, ensuring similarities in experiences and concerns. These groups convene thrice a year, and the membership size is kept to a manageable number to encourage meaningful dialogue and interaction.
Benefits of the Forums:
- Develop strategies to tackle the prevailing difficulties faced by community banks in marketing Treasury Management products and services.
- Enhance your sales tactics by emphasizing the unique benefits of your Treasury Management products and services.
- Gain insights into pricing strategies used by other community banks for their various offerings.
- Address crucial issues related to Treasury Management services, such as navigating relationships with core system providers and other vendors.
- Understand how to fully utilize an Account Analysis System for maximum benefit.
- Explore different avenues for recruiting skilled Treasury Management professionals.
- Access insights and advice from highly regarded industry experts.
- Engage in discussions with peers about effective and less effective sales and customer service practices for Treasury Management customers.
Treasury Management Topics for Forum:
- Understand the importance of Treasury Management in addressing two key banking concerns: attracting new business-driven core deposits (low-cost funds) and increasing non-interest fee income.
- Learn how to create a vision for a robust Treasury Management Department.
- Discover strategies for attracting larger businesses that require Treasury Management products and services.
- Learn methods for training lenders to sell Treasury Management products and services, encouraging business bankers to engage in this process.
- Understand the optimal organizational structure for integrating Treasury Management.
- Explore where to source skilled and experienced Treasury Management professionals and what qualifications to look for.
- Learn techniques to transition Treasury Management services from being free to generating fees.
- Discover strategies to manage risks associated with Treasury Management.
- Understand the distinct roles within Treasury Management, including the Treasury Management Director, Treasury Management Sales Officer (TMSO), Treasury Management Operations Manager, Treasury Management Product Manager, and Treasury Management Specialist.
- Learn how to effectively communicate the value of each Treasury Management product and service to business clients.
- Understand the strategies to appropriately price Treasury Management products and services.
- And more…
More groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum.
For more information click here.
Event Archive
If you missed any past Treasury Management webinars, many of our partners offer recordings.
IBA Treasury Management Forum | April 16 @ 9:00 am - 3:00 pm | In Person Event
The Indiana Bankers Association hosts Treasury Management Forums, aimed at enhancing your professional development and the future prosperity of your bank. Led by Marcia Malzahn (Malzahn Strategic), this forum allows Treasury Management (TM) Officers, as well as other team members involved in the selling, supporting, or marketing of TM products and services to business customers, to openly share ideas, analyze challenges, and converse on pertinent issues with their TM peers. Participants are grouped according to their bank’s size and market, ensuring similarities in experiences and concerns. These groups convene thrice a year, and the membership size is kept to a manageable number to encourage meaningful dialogue and interaction.
Benefits of the Forums:
- Develop strategies to tackle the prevailing difficulties faced by community banks in marketing Treasury Management products and services.
- Enhance your sales tactics by emphasizing the unique benefits of your Treasury Management products and services.
- Gain insights into pricing strategies used by other community banks for their various offerings.
- Address crucial issues related to Treasury Management services, such as navigating relationships with core system providers and other vendors.
- Understand how to fully utilize an Account Analysis System for maximum benefit.
- Explore different avenues for recruiting skilled Treasury Management professionals.
- Access insights and advice from highly regarded industry experts.
- Engage in discussions with peers about effective and less effective sales and customer service practices for Treasury Management customers.
Treasury Management Topics for Forum:
- Understand the importance of Treasury Management in addressing two key banking concerns: attracting new business-driven core deposits (low-cost funds) and increasing non-interest fee income.
- Learn how to create a vision for a robust Treasury Management Department.
- Discover strategies for attracting larger businesses that require Treasury Management products and services.
- Learn methods for training lenders to sell Treasury Management products and services, encouraging business bankers to engage in this process.
- Understand the optimal organizational structure for integrating Treasury Management.
- Explore where to source skilled and experienced Treasury Management professionals and what qualifications to look for.
- Learn techniques to transition Treasury Management services from being free to generating fees.
- Discover strategies to manage risks associated with Treasury Management.
- Understand the distinct roles within Treasury Management, including the Treasury Management Director, Treasury Management Sales Officer (TMSO), Treasury Management Operations Manager, Treasury Management Product Manager, and Treasury Management Specialist.
- Learn how to effectively communicate the value of each Treasury Management product and service to business clients.
- Understand the strategies to appropriately price Treasury Management products and services.
- And more…
More groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum.
For more information click here.
Treasury Management: A Powerful Tool to Increase Deposits and Fee Income | March 19 @ 2:00 pm - 3:30 pm | Webinar
During this basic course, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses.
The bankers of today must be “lenders” as well as “deposit gatherers.” Community banks are searching for ways to increase core deposits and non-interest fee income: Treasury Management is the answer. In this course, you will gain a deeper understanding of how the Sales, Treasury Management, IT, Marketing, and Deposit Operations team members must collaborate to successfully sell and implement the business products and services at your institution. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team.
You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct a TM Needs Assessment on your business account holders, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management services to your ideal business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services.
Webinar Overview:
- Part I – Foundational Knowledge
- Part II – Marketing & Sales Process
- Part III – Product Implementation
- Part IV – The Future of Treasury Management
After this webinar you’ll be able to:
- Maximize the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities
- Understand the Treasury Management services available in the market
- Identify enhancements to services focusing on the benefits of each service to businesses—the value
- Identify TM services your business customers are asking for that you may be missing
- Determine which services you need to offer to businesses based on industry
- Learn how the Treasury Management team collaborates with technology, operations, marketing and sales teams
- Implement ideas on how to market and brand your Treasury Management services
- Understand the ideal organizational design for Treasury Management and how to incentivize the sales teams
- Establish a process to implement Treasury Management products
- Choose the right digital payment strategy for businesses
- Identify new authentication methods to enhance your products’ security
Who Should Attend:
Business bankers who want to learn about Treasury Management products and their benefits to business clients, Treasury Management sales officers/specialists, Deposit Operations personnel, IT, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits.
Why You Should Attend:
To obtain a better understanding of the value of Treasury Management products and using them as a core deposit growth and increased fee income strategy. To learn more in-depth how Treasury Management interacts with the business banking, IT, and deposit operations teams. You will also learn about the future products your institution should offer to your clients and how new payment systems may affect your institution.
Key Learning Objectives:
- Gain a deeper understanding of Treasury Management
- Gain knowledge of Treasury Management products and how they help your business clients
- Learn how Treasury Management collaborates with the Bank’s Technology, Operations, Marketing, and Sales teams and how they can work together better
- Learn about risks that Treasury Management products pose to the institution
- Identify new non-interest fee opportunities, how to market and brand your Treasury Management products, and ideas on how to sell more products by meeting your clients’ needs
- Learn about a sales process and how to customize it for your institution
- Learn about the future of Treasury Management and how your institution can prepare
Topic Background:
The Cash Management services have been around for over forty years. In recent years, the name was changed to Treasury Management. However, both terms are used interchangeably in the banking industry. Treasury Management services and products include all the banking services financial institutions offer to business clients to help them handle their cash on a daily basis. With increased new technology-based products come increased risk for both the financial institutions and the business clients who use the products. Therefore, it is crucial for both institutions and business clients to get educated on which Treasury Management services are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.
Marcia is Speaking at ICBA Live 2024! | March 14 and 15 | In Person Event
Join Marcia for two sessions at ICBA Live 2024, happening on March 14th and 15th in sunny Orlando, Florida! Dive into the world of Treasury Management with industry expert Marcia Malzahn, who will be leading two sessions designed to empower bank directors, business bankers, commercial lenders, treasury management officers, and bank presidents.
Why Attend?
Exclusive Insights from Marcia: Over the two sessions, Marci will share her knowledge on the pivotal role of Treasury Management in today's banking landscape. With sessions on both March 14th and 15th, attendees will have the unique opportunity to learn from her expertise firsthand.
March 14th – Elevate Your Bank's Competitiveness: Marci will host a session on "The Value of Treasury Management - What Directors Need to Know." This session is crafted for board directors eager to enhance their bank's financial performance through innovative Treasury Management strategies. Discover how to boost core deposits, non-interest fee income, and gain a competitive edge in the banking sector.
March 15th – Transform Your Approach to Treasury Management: The following day, Marcia will facilitate a dynamic learning lab focused on "Selling the Value of Treasury Management." This lab is perfect for professionals looking to deepen their understanding of Treasury Management and its benefits for banks and their customers. Learn practical strategies for selling Treasury Management services, developing a compelling service portfolio, and driving business transformation for your clients.
What You Will Learn:
- The core services and strategies of an effective Treasury Management Department.
- How to implement Treasury Management as a source of additional fee income and competitive advantage.
- Techniques for selling Treasury Management services and transforming your business customers' operations.
- Developing a robust portfolio of Treasury Management services that your customers will value.
- Tips for starting a Treasury Management Department, enhancing sales leads, improving customer service, and boosting your bank's profitability with less effort.
Register Now: Don't miss out on this opportunity to elevate your bank's success with Marcia's two sessions on Treasury Management. Click the link below to secure your spot at ICBA Live 2024. See you there!
MBA Treasury Management Workshop | November 8, 2023 @ 9:00 am - 3:30 pm | In Person Event
During this workshop, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses.
The bankers of today must be “lenders” as well as “deposit gatherers.” Community banks are searching for ways to increase core deposits and non-interest fee income: Treasury Management is the answer. In this course, you will gain a deeper understanding of how the Sales, Treasury Management, IT, Marketing, and Deposit Operations team members must collaborate to successfully sell and implement the business products and services at your institution. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team.
You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct a TM Needs Assessment on your business account holders, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management services to your ideal business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services.
Short description: Want to increase core deposits and non-interest fee income? Treasury Management is the answer! During this course, we will review the primary Treasury Management services available in the market and discuss pricing and challenges your bank may be facing when selling TM services. You will learn strategies to offer the right Treasury Management services that your ideal business customers need based on the value these services provide to businesses. You will also learn ways your team can work better together and bring back tools you can use immediately.
Workshop Overview:
- Part I – Foundational Knowledge
- Part II – Marketing & Sales Process
- Part III – Product Implementation
- Part IV – The Future of Treasury Management
After this webinar you’ll be able to:
- Maximize the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities
- Understand the Treasury Management services available in the market
- Identify enhancements to services focusing on the benefits of each service to businesses—the value
- Identify TM services your business customers are asking for that you may be missing
- Determine which services you need to offer to businesses based on industry
- Learn how the Treasury Management team collaborates with technology, operations, marketing and sales teams
- Implement ideas on how to market and brand your Treasury Management services
- Understand the ideal organizational design for Treasury Management and how to incentivize the sales teams
- Establish a process to implement Treasury Management products
- Choose the right digital payment strategy for businesses
- Identify new authentication methods to enhance your products’ security
Who Should Attend:
Business bankers who want to learn about Treasury Management products and their benefits to business clients, Treasury Management sales officers/specialists, Deposit Operations personnel, IT, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits.
Why You Should Attend:
To obtain a better understanding of the value of Treasury Management products and using them as a core deposit growth and increased fee income strategy. To learn more in-depth how Treasury Management interacts with the business banking, IT, and deposit operations teams. You will also learn about the future products your institution should offer to your clients and how new payment systems may affect your institution.
Key Learning Objectives:
- Gain a deeper understanding of Treasury Management
- Gain knowledge of Treasury Management products and how they help your business clients
- Learn how Treasury Management collaborates with the Bank’s Technology, Operations, Marketing, and Sales teams and how they can work together better
- Learn about risks that Treasury Management products pose to the institution
- Identify new non-interest fee opportunities, how to market and brand your Treasury Management products, and ideas on how to sell more products by meeting your clients’ needs
- Learn about a sales process and how to customize it for your institution
- Learn about the future of Treasury Management and how your institution can prepare
Topic Background:
The Cash Management services have been around for over forty years. In recent years, the name was changed to Treasury Management. However, both terms are used interchangeably in the banking industry. Treasury Management services and products include all the banking services financial institutions offer to business clients to help them handle their cash on a daily basis. With increased new technology-based products come increased risk for both the financial institutions and the business clients who use the products. Therefore, it is crucial for both institutions and business clients to get educated on which Treasury Management services are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.
Contact the Minnesota Banker's Association for a recording of this event.
Treasury Management: A Powerful Tool to Increase Deposits and Fee Income | September 20, 2023 @ 10:00 am - 11:30 am | Webinar
During this basic course, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses.
The bankers of today must be “lenders” as well as “deposit gatherers.” Community banks are searching for ways to increase core deposits and non-interest fee income: Treasury Management is the answer. In this course, you will gain a deeper understanding of how the Sales, Treasury Management, IT, Marketing, and Deposit Operations team members must collaborate to successfully sell and implement the business products and services at your institution. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team.
You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct a TM Needs Assessment on your business account holders, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management services to your ideal business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services.
Webinar Overview:
- Part I – Foundational Knowledge
- Part II – Marketing & Sales Process
- Part III – Product Implementation
- Part IV – The Future of Treasury Management
Topics Covered:
- Maximizing the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities
- Quick overview of Treasury Management services and identifying enhancements focusing on the benefits of each service to businesses—the value
- Identifying TM services your business customers are asking for that you may be missing
- How to determine which services you need to offer to businesses based on industry
- How the Treasury Management team collaborates with technology, operations, marketing and sales teams
- Ideas on how to market and brand your Treasury Management services
- The ideal organizational design for Treasury Management and how to incentivize the sales teams
- Process to implement Treasury Management products
- How to choose the right digital payment strategy for businesses
- Identifying new authentication methods to enhance your products’ security
Who Should Attend:
Business bankers who want to learn about Treasury Management products and their benefits to business clients, Treasury Management sales officers/specialists, Deposit Operations personnel, IT, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits.
Why You Should Attend:
To obtain a better understanding of the value of Treasury Management products and using them as a core deposit growth and increased fee income strategy. To learn more in-depth how Treasury Management interacts with the business banking, IT, and deposit operations teams. You will also learn about the future products your institution should offer to your clients and how new payment systems may affect your institution.
Key Learning Objectives:
- Gain a deeper understanding of Treasury Management
- Gain knowledge of Treasury Management products and how they help your business clients
- Learn how Treasury Management collaborates with the Bank’s Technology, Operations, Marketing, and Sales teams and how they can work together better
- Learn about risks that Treasury Management products pose to the institution
- Identify new non-interest fee opportunities, how to market and brand your Treasury Management products, and ideas on how to sell more products by meeting your clients’ needs
- Learn about a sales process and how to customize it for your institution
- Learn about the future of Treasury Management and how your institution can prepare
Topic Background:
The Cash Management services have been around for over forty years. In recent years, the name was changed to Treasury Management. However, both terms are used interchangeably in the banking industry. Treasury Management services and products include all the banking services financial institutions offer to business clients to help them handle their cash on a daily basis. With increased new technology-based products come increased risk for both the financial institutions and the business clients who use the products. Therefore, it is crucial for both institutions and business clients to get educated on which Treasury Management services are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.
For more information and to register, click here.
IBA Treasury Management Forums | August 11, 2023 @ 8:00 am - 2:00 pm | In Person Event
The Indiana Bankers Association hosts Treasury Management Forums, aimed at enhancing your professional development and the future prosperity of your bank. Led by Marcia Malzahn (Malzahn Strategic), this forum allows Treasury Management (TM) Officers, as well as other team members involved in the selling, supporting, or marketing of TM products and services to business customers, to openly share ideas, analyze challenges, and converse on pertinent issues with their TM peers. Participants are grouped according to their bank’s size and market, ensuring similarities in experiences and concerns. These groups convene thrice a year, and the membership size is kept to a manageable number to encourage meaningful dialogue and interaction.
Benefits of the Forums:
- Develop strategies to tackle the prevailing difficulties faced by community banks in marketing Treasury Management products and services.
- Enhance your sales tactics by emphasizing the unique benefits of your Treasury Management products and services.
- Gain insights into pricing strategies used by other community banks for their various offerings.
- Address crucial issues related to Treasury Management services, such as navigating relationships with core system providers and other vendors.
- Understand how to fully utilize an Account Analysis System for maximum benefit.
- Explore different avenues for recruiting skilled Treasury Management professionals.
- Access insights and advice from highly regarded industry experts.
- Engage in discussions with peers about effective and less effective sales and customer service practices for Treasury Management customers.
Treasury Management Topics for Forum:
- Understand the importance of Treasury Management in addressing two key banking concerns: attracting new business-driven core deposits (low-cost funds) and increasing non-interest fee income.
- Learn how to create a vision for a robust Treasury Management Department.
- Discover strategies for attracting larger businesses that require Treasury Management products and services.
- Learn methods for training lenders to sell Treasury Management products and services, encouraging business bankers to engage in this process.
- Understand the optimal organizational structure for integrating Treasury Management.
- Explore where to source skilled and experienced Treasury Management professionals and what qualifications to look for.
- Learn techniques to transition Treasury Management services from being free to generating fees.
- Discover strategies to manage risks associated with Treasury Management.
- Understand the distinct roles within Treasury Management, including the Treasury Management Director, Treasury Management Sales Officer (TMSO), Treasury Management Operations Manager, Treasury Management Product Manager, and Treasury Management Specialist.
- Learn how to effectively communicate the value of each Treasury Management product and service to business clients.
- Understand the strategies to appropriately price Treasury Management products and services.
- And more…
More groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum.
Unfortunately, these events are not recorded. We look forward to seeing you in person at the next IBA Treasury Management Forum!
TMClarity™ empowers Community Banks to attract more business core deposits and increase non-interest fee income. Our framework enables you to become world-class in the selling, implementation, and customer support of treasury management services offered to your business clients.
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