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National Virtual Treasury Management Forum™

 

National Virtual Treasury Management Forum

A quarterly virtual forum designed for Treasury Management professionals at Community Banks.

Malzahn Strategic and TMClarity host 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 community 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.

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, bank trainer, 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

Get Started Today

The National Virtual Treasury Management Forum is exclusively by invitation only. If you are a Community Bank Treasury Management professional and are interested in an invitation, please use the contact form below and we'll get back to you. 

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.