Welcome

September 13-14, 2022 | 9:00am – 11:45am

This two-session virtual program will provide the participants with Treasury Management product and service perspectives to aid in business retention, expansion & acquisition. We will look at TM delivery models and best practices. We will review current industry trends, emerging products, and the quickly changing cast of competitors and the strategic direction of the Treasury Management/Payments business line.

Seminar Materials

Agenda

PowerPoint Presentation

Group Exercise MegaSoftware

Are Your Prospects Thinking About You

Credit Information

In agreement with the Virginia Board for Accountancy’s regulations, Virginia approved sponsors shall award a certificate of completion indicating that the course has been conducted in accordance with the rules of the Board and that the participant has satisfactorily completed the requirements of the course.  VBA will award 6.0 CPEs for completion of the course.  A certificate will be sent, within 7 business days, to the email address provided.

Instructor Information

Debra E. Knox, CCM
Knox Advisors, LLC
Treasury Management Advisory Services
dknox1@aol.com
(717) 468-1227

Participant Roster

Roster

Sponsors

Thank you to our Sponsors.