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National Virtual Treasury Management Forum™

2026 Schedule:  March 17 | June 11 | September 15 | December 10

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National Virtual Treasury Management Forum

A quarterly virtual forum designed for Treasury Management professionals.

Malzahn Strategic and TMClarity invites you to participate in an exclusive, quarterly virtual forum designed for Treasury Management Sales Officers, TM Support Specialists, business bankers, and professionals who sell or support TM services to business customers. Whether you’re looking to enhance your TM department, grow core deposits, or increase non-interest fee income, this forum offers the tools, knowledge, and network you need to succeed.

Benefits of Participating in the National Virtual Treasury Management Forum

Professional Growth and Collaboration

Connect with Treasury Management professionals nationwide who represent diverse institutions and perspectives. Through peer learning and real-time problem solving, you’ll gain insights that go beyond theory—learning what’s actually working in banks like yours. The Forum provides a space to ask questions, exchange ideas, and build relationships that enhance your professional expertise and confidence.

Practical Strategies and Tools for Success

Each quarterly session delivers actionable strategies to help you sell, support, and market Treasury Management services effectively. Members explore topics like pricing and profitability, Account Analysis optimization, and vendor integration—translating complex concepts into practical tools you can apply immediately to strengthen your bank’s performance.

Building World-Class Treasury Management Teams

Develop and grow a high-performing Treasury Management department by learning from experts and peers who understand the challenges of community banking. The Forum covers recruitment best practices, sales and service excellence, and proven ways to increase core deposits and non-interest fee income. With expert guidance and shared experience, you’ll take away ideas that elevate your team and institution.

2026 Schedule

March 17  |  June 11  |  September 16  |  December 10

 

Ready to turn your Treasury Management team into your bank's secret weapon? Join the Forum and start leading the conversation before your competitors do.

Sign Up Today

Meet Your Facilitator

Marcia (“Marci”) Malzahn
President and Founder, Malzahn Strategic

  • 30 years of banking experience, including EVP/CFO/COO roles at a community bank she cofounded
  • Inspirational speaker, author of five books, Certified Virtual Presenter
  • Certified Life Coach, Certified Community Bank Director
  • B.A. in Business Management, Bethel University
  • Graduate and faculty member, Graduate School of Banking, Madison, WI

Potential Topics for Treasury Management Forum Discussions

  • The role of Treasury Management in attracting new business-driven core deposits and increasing non-interest fee income.
  • Developing a vision for a successful Treasury Management Department.
  • Strategies for attracting larger businesses with sophisticated TM needs and high service expectations.
  • Training business bankers (lenders) to sell Treasury Management services.
  • Optimal organizational structures for Treasury Management teams.
  • Sourcing and qualifying skilled Treasury Management professionals.
  • Transitioning TM services from free to fee-based models.
  • Risk identification and mitigation in Treasury Management.
  • Distinct roles within Treasury Management (Director, Sales Officer, Operations Manager, Product Manager, Support Specialist).
  • Communicating the value of TM services to business customers.
  • Pricing strategies for TM services.
  • Emerging and new TM services in the market.
  • Evaluating and selecting the best providers for TM services.
  • Compliance and fraud prevention in Treasury Management.
  • Leveraging technology for TM automation and customer experience.
  • Navigating new regulations impacting Treasury Management.
  • Using data to drive TM strategy and customer insights.
  • Best practices for onboarding new TM customers.

About the Forum

  • 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

Registration Options

  • $550.00 per person (Individual Session Option).
  • $1,750.00 for all four forums (Annual Payment Option).
  • Refund Policy: Please see our refund policy for details.
  • Terms: Please see our terms of service for details.

Get Started Today

Big goals start with better conversations. Join the Forum today and surround yourself with people who get it and get results.

Start Today

Still Have Questions?

Schedule a no-pressure discovery call with Marcia to walk through the program and answer your questions.

We will never rent or sell your contact information. All submissions are automatically subscribed to our monthly Launch Pad: Accelerating Treasury Management Success newsletter. Unsubscribe at any time.