This hybrid program will provide participants with Treasury Management product and service perspectives to aid in business retention, expansion & acquisition. 

Key Discussion Points & Who Should Attend

The Payments/Treasury Management realm of products continues to evolve and positioning them with a company requires more technical expertise and teamwork than ever. The rapidly changing product set encompasses a wide range of electronic and card-based options. The bank’s business calling teams should remain aware of the current trends and methods used by competitors who are trying to lure their clients. The bank’s business leaders who are responsible for payment, product and sales strategies need to continue to broaden their knowledge of TM product options and delivery models to remain relevant. Bank teams should partner efficiently to gather information to produce compelling proposals to attract and retain relationships.

Who Should Attend?

This annual session is geared towards all bank business development and Treasury Management sales staff including branch managers, commercial lenders, business development officers and others who are responsible for new business client growth and relationship expansion. To best suit the needs of all attendees each year, there will be a comprehensive overview of treasury products, account analysis, fraud prevention as well as best practices within teams.

Treasury Management leaders responsible for product and/or sales strategy are encouraged to attend. Treasury Management Sales Officers and Team Leaders will benefit from these sessions. Treasury Support Team members may benefit from understanding the advantages gained by using the tools they support.

Prerequisite: A basic working knowledge of Treasury Management products is helpful.

Program Agenda

Check back in 2026 for details about upcoming treasury management programming.

About the Instructor

Registration Types & Rates

In-Person: In person session will take place at the Virginia Society of CPAs (4309 Cox Road, Glen Allen, VA 23060).

​Virtual: For bankers unable to attend in person, this training will be live-streamed. Each registration will purchase one log-in.​

In-Person or Virtual	Member	Non-Member
In-Person*	$625	$1,095
Virtual	$575	$1,025

*In-Person registration fee includes light breakfast, lunch, and snacks.

Register Now!

MBA/VBA EVENT POLICIES

By registering for this event, you are agreeing to the MBA/VBA Event Policies and the Privacy Policy.

CANCELLATION POLICY

All cancellations will be charged a $25.00 administrative fee. Cancellations received after September 16, 2025 will be charged a $75.00 administrative fee plus any additional fees associated with the training. Substitutions are allowed prior to the beginning of course.

Special Needs & Americans with Disabilities Notice

Please share any specific needs that should be considered as we plan for the conference (i.e. hearing impaired, sight impaired, etc).  Please contact Michele Dunn with any details.

Hotel Information

Hotel amenities include complimentary hot breakfast from 6:00am to 9:30am and complimentary evening drinks and snacks from 5:30pm to 7:00 p.m.

Drury Plaza Hotel Richmond
11049 W Broad St
Glen Allen, VA 23060

Sponsorship

Contact Amy Binns for information.