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Course/Product Description
Title:

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

SKU:WC-1037120
Date / Time: Recorded
Format: Webcast
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Description:

Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
This webinar gives you an in-depth knowledge of Cash Management (aka Treasury Management) products and services.

You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You also will learn the "behind the scenes" on the most important products and how they interact with technology.

After attending this webinar, you will walk away with a deeper knowledge of Cash Management, gain ideas from the other participants on how to implement the products and services your clients expect you to offer, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients.

Covered Topics:
  • What is Treasury Management (aka Cash Management)?
  • The Evolution of Cash Management/History/Background
  • Review of the Account Analysis and what it’s used for
  • Overview of all Cash Management products in the market
  • How to determine which products you need to offer to your business customers
  • Determine who your in-house experts should be and provide the appropriate training
  • How Cash Management is integrated with the Bank’s Technology, Operations and Sales teams
  • Identifying new bank fee opportunities
  • Ideas on how to market and brand your Cash Management products
  • Process to implement Cash Management products
  • The future of Cash Management (including Blockchain and Bitcoin)
Who Should Attend

Cash Management operations and sales personnel, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and core system support staff), Presidents, COO

The Presenter

Marci Malzahn is the president and founder of Malzahn Strategic, a community bank consultancy focused on strategic planning, enterprise risk management, and talent management. Marci has 23 years of banking experience, the last ten as the EVP/CFO/COO of a community bank she helped start where she oversaw all the bank operations areas, including finance, IT, compliance, internal audit, deposit/loan operations, office management, risk management, and HR. In her last year as EVP/COO/CRO, Marci created and focused on the bank’s risk management program. She was also the corporate secretary of both the holding company and the bank.

Before starting the bank in 2005, Marci took a detour from banking for five years and worked for a $34 million revenue non-profit organization where she led IT, HR and Finance. Marci’s extensive experience in banking infrastructure and her passion to help other banks succeed led her to found Malzahn Strategic in 2014.

Marci is the recipient of a number of professional awards, is a published author of three books, and an international bilingual public speaker, speaking frequently at banking conferences and associations. Marci holds a B.A. in business management from Bethel University and is a graduate of the Graduate School of Banking in Madison, Wisconsin.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.
About Webcasts / Audio Conferences / Podcasts:Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Your Partner for Ensuring an Engaged, Compliant Workforce Financial institution regulations are constantly changing. That means preparing your team needs continual attention, including the frontlines, compliance team, executive leadership and board of directors. Wouldn’t life be easier if you had one place to go for all your compliance and professional education needs? You’ll find what you need from OnCourse Learning.

We bring you:
  • 40+ Years of Experience
  • 600+ Engaging Online Courses
  • 450+ Live & OnDemand Webinars
Webinar Descriptions, BankWebinars.com:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for 30 days following the event. This will allow a flexible alternative when last-minute conflicts intrude on scheduled events.

Live + OnDemand:
Includes two of the options above. Live session and 365 days access to On-Demand weblink plus a link to handouts.

Live + OnDemand & CD:
Includes all three options above. Live Session, 365 days of OnDemand, and CD-ROM plus handout links.
More Info: Contact Us For More Information
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