Treasury Management Forum 2024 (A) | Indiana Bankers Association | 3 December 2024 | IBA Center for Professional Development, 8425 Woodfield Crossing Blvd, Suite 155E Indianapolis, IN 46240

The Forum will provide an investment for you and your bank’s future by offering a platform and opportunity for Treasury Management Officers, and other team members who sell, support, or market TM products and services to business customers, to exchange ideas freely, dissect problems, and discuss important issues with your Treasury Management peers. Group size is limited so be sure to get registered today!!

Benefits of the Forum:
• Learn to overcome the current challenges community banks are facing when selling Treasury Management (“TM”) services.
• Improve your sales approach by “selling the value” of your TM services.
• Learn how other community banks approach pricing the various services.
• Solve your most pressing concerns regarding TM services such as how to deal with core system providers and other vendors of TM services.
• Gain a thorough understand on how to maximize Account Analysis System
• Gain ideas on where to find talent for Treasury Management
• Discuss ideas on how to turn TM services “from free to fee”

Possible Forum Topics:
• The need for Treasury Management – Address two major concerns for your bank: how to increase/attract new core deposits from businesses (low cost of funds) and how to increase Non-Interest Income
• Establishing the vision for a strong Treasury Management team
• Strategies to attract larger business customers who need TM services How to train business/commercial bankers to sell TM services
• Organizational design for TM (where does it belong in the Organizational Structure?)
• Where to find talent for TM? (skills and experience to look for, where do candidates come from?)
• How to manage TM risks
• Defining the various roles in Treasury Management: TM Director, TM Sales Officer (TMSO), TM Operations Manager, TM Product Manager, TM Specialist
• Difficulty obtaining detailed costs from core providers and other TM vendors to help price TM services appropriately
• Understanding the Account Analysis Statement and System (how to choose the right AAS from the various providers)
• How to improve your TM Customer Service
• How to improve your website to show TM services
• How to establish a TM sales, onboarding, and ongoing maintenance and support processes

2024 Speaker

FACILITATOR:

Marcia Malzahn
President and Founder, Malzahn Strategic