Jun 26, 2025
Unlock your institution’s full potential with treasury management. This webinar will bring invaluable insight into conducting risk assessments, boosting core deposits, and maximizing your marketing efforts.
Thursday, June 26th, 2025
2:30 pm - 4:30 pm EST
Unlock the potential of treasury management with our basic yet comprehensive course designed to elevate your financial institution’s success. Discover the primary treasury management services available in the market and learn strategies to offer the right services to your business customers based on the value they provide.
In today’s banking landscape, financial institutions must be both “lenders” and “deposit gatherers.” Community institutions 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, treasury management, IT, marketing, and deposit operations teams must collaborate to successfully sell and implement business products and services. We will also cover the ideal organizational design for treasury management and how to incentivize your sales team effectively.
By the end of this course, you will have a thorough knowledge of treasury management, be able to conduct a TM Needs Assessment on your business account holders, and learn strategies to boost core deposits. You’ll gain insights into marketing treasury management services to your ideal business customers and discover ways to enhance team collaboration, knowing how critical each area is to the success of implementing and selling these services.
Additionally, we will discuss pricing and challenges your institution may face when selling TM services, providing you with practical tools and strategies you can implement immediately to drive growth and profitability.
Marcia (“Marci”) Malzahn is the founder and inspirational keynote speaker at Crowning Achievements International—inspiring and educating emerging leaders in the financial services industry. She is also the president and founder of Malzahn Strategic providing management consulting services to community financial institutions. Marci has 30 years of banking experience, ten of those years as the EVP/CFO/COO of a community bank she co-founded.
Marci speaks frequently at industry conferences and association events as well as leadership and women’s conferences; is a published author of five books, and the recipient of several professional awards. As a Certified Virtual Presenter, Marci also provides online and onsite training for financial institutions. Marci is a certified life coach and Certified Community Bank Director. She holds a B.A. in Business Management from Bethel University and is a graduate and faculty of the Graduate School of Banking in Madison, Wisconsin.
Who Should Attend?
This session is ideal for anyone who wants to learn about treasury management services and their benefits to business clients, treasury management sales officers/specialists, deposit operations personnel, IT, and marketing staff. It 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.
$299.00 or 1 Token
Available Upgrades
Brooke McCormack
Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380