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Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

Unlock your institution’s full potential with treasury management. This webinar will bring invaluable insight into conducting risk assessments, boosting core deposits, and maximizing your marketing efforts.

Upcoming
Thursday, June 26th, 2025
1:30 pm - 3:30 pm
Presented by Marci Malzahn
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Deposit
  • Deposit Accounts
  • Management/Employee Development
  • Sales
  • Branch Manager
  • Commercial Lender
  • Deposit Operations Manager/Specialist
  • IT Professional
  • Marketing Officer/Business Development
  • Senior Management
  • Small Business Lender
  • Training Manager
  • Trainer

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Unlock the potential of treasury management with our basic yet comprehensive course designed to elevate your financial institution’s success. Discover the primary treasury management services available in the market and learn strategies to offer the right services to your business customers based on the value they provide.

In today’s banking landscape, financial institutions must be both “lenders” and “deposit gatherers.” Community institutions are seeking ways to increase core deposits and non-interest fee income, and treasury management is the key.

This course will deepen your understanding of how sales, treasury management, IT, marketing, and deposit operations teams must collaborate to successfully sell and implement business products and services. We will also cover the ideal organizational design for treasury management and how to incentivize your sales team effectively.

By the end of this course, you will have a thorough knowledge of treasury management, be able to conduct a TM Needs Assessment on your business account holders, and learn strategies to boost core deposits. You’ll gain insights into marketing treasury management services to your ideal business customers and discover ways to enhance team collaboration, knowing how critical each area is to the success of implementing and selling these services.

Additionally, we will discuss pricing and challenges your institution may face when selling TM services, providing you with practical tools and strategies you can implement immediately to drive growth and profitability.

  • Part I: Foundational Knowledge
  • Part II: Marketing & Sales Process
  • Part III: Product Implementation
  • Part IV: The Future of Treasury Management

What You'll Learn

  • Unlock Revenue Potential: Maximize the Account Analysis Statement to Cross-Sell and Identify New Fee Income Opportunities
  • Comprehensive Insight: Understand the Treasury Management Services Available in the Market
  • Value-Driven Enhancements: Identify Service Enhancements Focusing on Business Benefits
  • Customer-Centric Solutions: Discover the TM Services Your Business Customers Are Asking For
  • Tailored Offerings: Determine Which Services to Offer Based on Industry Needs
  • Collaborative Success: Learn How Treasury Management Teams Work with Technology, Operations, Marketing, and Sales
  • Branding Brilliance: Implement Innovative Ideas to Market and Brand Your Treasury Management Services
  • Optimal Structure: Understand the Ideal Organizational Design for Treasury Management and How to Incentivize Sales Teams
  • Seamless Implementation: Establish a Process to Implement Treasury Management Products
  • Digital Strategy: Choose the Right Digital Payment Strategy for Businesses
  • Enhanced Security: Identify New Authentication Methods to Boost Product Security

Who Should Attend

This session is ideal for anyone who wants to learn about treasury management services and their benefits to business clients, treasury management sales officers/specialists, deposit operations personnel, IT, and marketing staff. It is also designed for presidents/CEOs who are looking for the ideal organizational structure for treasury management and looking for additional non-interest fee income as well as new core deposits.

Marci Malzahn

Instructor Bio

Marcia (“Marci”) Malzahn is the founder and inspirational keynote speaker at Crowning Achievements International—inspiring and educating emerging leaders in the financial services industry. She is also 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 years as the EVP/CFO/COO of a community bank she co-founded.

Marci speaks frequently at industry conferences and association events as well as leadership and women’s conferences; is a published author of five books, and the recipient of several professional awards. As a Certified Virtual Presenter, Marci also provides online and onsite training for financial institutions. Marci is a certified life coach and Certified Community Bank Director. She holds a B.A. in Business Management from Bethel University and is a graduate and faculty of the Graduate School of Banking in Madison, Wisconsin.

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