During this course, we will review all the treasury management products and services that are available on the market. You will learn about the new products, technology, and authentication methods now available and decide which ones your business account holders may need based on their industry. You will learn strategies to cross-sell the right treasury management products your business account holders need from the start. You will walk away from this course with a deeper knowledge of treasury management, learn to conduct risk assessments on new products, and learn strategies to .increase core deposits. You will also bring ideas back to your institution on how to market treasury management products and services to your business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

Presenter

Marci Malzahn, is 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 as the EVP/CFO/COO of a community bank she co-founded.

Registration Fee

$295 Member
$250 each additional person from same bank
$595 Qualified Non-Member

Date & Times

May 20, 2025
Check-in: 8:30 AM
Program: 9:00 AM - 3:30 PM

Location

Minnesota Bankers Association
8050 Washington Ave South
Eden Prairie, MN 55344

Lodging arrangements can be made at the Hyatt Place Minneapolis Eden Prairie. Click here to make reservations and receive the MBA rate of $129, plus tax. 

Terms and Conditions