Treasury Management Forum

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.

Presenting with Indiana Bankers Association.

For more information click here.