TMClarity 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.

Upcoming forum dates: 9/14/27 and 12/2/27

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 click here for the contact form.