Virtual Event

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Event Date Mon Sep 20 EDT (about 1 month ago)
Location Virtual Event
Region All

This fast-paced program will provide a basic understanding of bank Treasury Management (also known as Cash Management) products and services. We will discuss how these products provide value to business clients and banks, identify new and trending products, consider who your new and varied competitors are, and describe the linkage between business deposit acquisition and Treasury Management product sales.

Who Should Attend:
The session is geared towards all bank staff who are interested in a basic knowledge of Treasury Management products and services including: those new to Treasury Management sales and/or service, new business development staff and retail delivery staff who have business calling responsibilities. Sales support and operations staff who work with Treasury Management products are also welcome.


2021 Speaker

Debra Knox
Treasury Management Professional, Knox Advisors, LLC