Webinar: Treasury Management: A Powerful Tool to Increase Deposits & Fee Income
February 25, 2025 3:00 pm - 4:30 pm
Join this webinar to obtain a thorough knowledge of treasury management, learn how to conduct a TM needs assessment on business accountholders, and discover strategies to boost core deposits.
You’ll gain insights into marketing TM services to your ideal business members and discover ways to enhance team collaboration. In addition, TM pricing and challenges will be covered, providing you with practical tools and strategies to implement immediately to drive growth and profitability. Don’t miss it!
WEBINAR HIGHLIGHTS:
- Revenue potential: maximize the account analysis statement to cross-sell and identify new fee income opportunities
- Comprehensive insight: understand the treasury management (TM) services in the market
- Value-driven enhancements: identify service enhancements focusing on business benefits
- Member-centric solutions: discover the TM services your business members are asking for
- Tailored offerings: determine which services to offer based on industry needs
- Collaborative success: learn how TM teams work with technology, operations, marketing, and sales
- Branding brilliance: implement innovative ideas to market and brand your TM services
- Optimal structure: understand the ideal organizational design for TM and how to incentivize sales teams
- Seamless implementation: establish a process to implement treasury management products
- Digital strategy: choose the right digital payment strategy for businesses
- Enhanced security: identify new authentication methods to boost product security
WEBINAR DETAILS
Unlock the potential of treasury management with this foundational, yet comprehensive, course designed to elevate your financial institution’s success. Discover the primary TM services available in the market and learn strategies to offer the right services to your business accountholders based on the value they provide. In today’s landscape, bankers must be both “lenders” and “deposit gatherers.”
Credit unions are seeking ways to increase core deposits and non-interest fee income, and treasury management is the key. This course will deepen your understanding of how sales, TM, IT, marketing, and deposit operations teams must collaborate to successfully sell and implement business products and services. It will also cover the ideal TM organizational design and how to incentivize your sales team effectively.
WHO SHOULD ATTEND?
This detailed webinar will benefit business bankers who want to learn about TM services and their benefits to business clients, TM sales officers/specialists, deposit operations personnel, IT professionals, and marketing staff. This course is also designed for presidents/CEOs looking for the ideal TM organizational structure and for additional non-interest fee income, as well as new core deposits.
TAKE-AWAY TOOLKIT
- Ideal organizational design/chart for treasury management
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Speaker: Marcia Malzahn, Malzahn Strategic, LLC
As the president and founder of Malzahn Strategic, LLC, Marcia “Marci” Malzahn delivers expert consulting services to community financial institutions, specializing in strategic planning, enterprise risk management, treasury management, and talent management. With 30 years of banking experience, including a decade as EVP/CFO/COO of a community bank she cofounded, Marci brings a wealth of knowledge and real-world insights to her audiences.
Marci is also the founder and an inspirational speaker at Crowning Achievements International, where she inspires and educates emerging leaders through her powerful keynote speeches. A sought-after speaker at industry conferences, leadership forums, and women’s events, Marci is the author of five books and has received numerous professional awards. As a Certified Virtual Presenter, Marci offers both online and onsite training for financial institutions. A certified life coach and a certified community bank director, she holds a bachelor’s in business management from Bethel University and is a graduate and faculty member of the Graduate School of Banking in Madison, Wisconsin.