2022 Treasury Management Symposium

Conference/Seminar/School Gail Queen

This in-person 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, the quickly changing cast of competitors and the strategic direction of the Treasury Management/Payments business line. 

The session will be interactive and participants will be asked to join in group activities that will aid you building new treasury management relationships with your current and future clients.

Register Now!

Key Discussion Points & Who Should Attend

The Payments/Treasury Management realm of products has evolved and now requires more technical expertise and knowledge than ever. The rapidly changing product set encompasses a wide range of electronic and card-based options. The bank’s business calling teams need to be aware of the new trends and 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 in order to remain relevant.

The 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. Treasury Management and business leaders who are responsible for product and/or sales strategy are encouraged to attend. Prerequisite: A working knowledge of Treasury Management products is required.

Agenda

9:00am to 10:30am

  • Group Introductions and Session Objectives
  • What’s Your Super Power(s)? How does it apply to Treasury Management?
  • The Treasury Management Industry – How Did We Get Here? Where Are We Going?

Group Discussion – What’s happening in your markets?  Who is driving change? How can you stay in the “driver’s seat”?

10:30am to 11:00am
15 Minute Break

11:00am to 12:15pm

  • Treasury Management Delivery Best Practices
  • Treasury Management Sales Professionals – Characteristics of Top Performers
  • Aligning Your TM Sales Team

Group Discussion- Product delivery, implementation and support – is there an ideal structure? How can you adapt?

Lunch Break at 12:15pm (30 minutes)

12:45pm to 2:30pm

  • Trends Shaping the Payments Industry – Products, Competitors, & Partnerships

Group Discussion – How have your TM goals changed? How should you measure success?

2:30pm to 2:45pm
15 Minute Break

2:45pm to 4:00pm

  • Focused Treasury Management Sales Tips
  • Relationship Acquisition, Expansion and Retention – Best Practices
  • Vertical Market Opportunities
  • Setting Your Treasury Management Strategic Course

Group Discussion – Challenges and Opportunities – “I’m Going To…”

4:00pm to 4:15pm

  • Session Objectives – How’d We Do?
  • Wrap Up, Questions, Comments

Adjourn at 4:30pm

Instructor Bio

Debra E. Knox, CCM, senior treasury management professional at Knox Advisors, has a direct, intimate knowledge of the financial services industry based on many years of experience in customer contact and treasury product positions at all levels. She currently manages a consulting company working with financial institutions and specializing in treasury management services. Knox Advisors, LLC, was created in March 2016 to assist bank with B2B product delivery and relationship building.

Deb’s recent projects have included: treasury management product and pricing review, treasury management documentation and workflow review, merchant services RFPs, and credit card services RFPs. She has been both an in-person and virtual instructor for the PA Bankers Association since 2018 to provide Treasury Management Schools on both a basic and advanced level. Deb was a virtual instructor for the Virginia Bankers Treasury Management Seminar in September 2020 and September 2021.

Previously, Deb held positions with Metro Bank, Union Community Bank, Fulton Bank, Safeguard Business Systems, Keystone Financial and CoreStates Bank. She has led sales teams both regionally and nationally and has also managed various treasury management product groups at a senior management level. 

Deb is a graduate of the PA Bankers Association Advanced School of Banking and a member of the Association for Financial Professionals (AFP). She also earned a Permanent Certified Cash Manager Certification in 1990 and is a Past President of both the Lancaster Chapter of the American Institute of Banking and the National Association of Bank Women (Lancaster/Lebanon Chapter). Deb attended Franklin & Marshall College. She lives in Lancaster Pennsylvania with her husband King and her “fur baby” Ginger.

Registration 

The registration cost for the symposium is $575.  The deadline to register is April 19, 2022.

Special Needs

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