2022 Treasury Management Symposium

Conference/Seminar/School Gail Queen

The program 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.  

This in-person program will provide participants with Treasury Management product and service perspectives to aid in business retention, expansion & acquisition. We will look at Treasury Management 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. 

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 Treasury Management product options and delivery models in order to remain relevant.

Who Should Attend?
This program is geared toward 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.

Preparing for the Program:
Be prepared to participate in group discussions to gain and to give best practices in your market. If you have specific product trends and/or Treasury Management delivery challenges, share your questions and concerns with your Treasury peers. The session will be an opportunity to meet other business professionals who may become new allies and resources with a mutual goal to excel in delivering Treasury Management services to business clients.

Agenda

9:00am to 10:30am – Intro & Goals – Where are We Going?

  • Group Introductions and Session Objectives
  • The Treasury Management Industry – How Did We Get Here? Where Are We Going?
  • How Far Can You Travel in the Time it Takes for Your Payment to Clear?

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

11:00am to 12:15pm – Trends & Transitions – What’s Now & Next?

  • Trending Payments & Solutions
  • Product Direction & Transition

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

Lunch Break at 12:15pm (30 minutes)

12:45pm to 2:30pm – Treasury Management Sales Professionals – Being Them & Coaching Them

  • Treasury Management Sales Professionals
  • Why Do Prospective Customers Buy Bank Products?
  • Guiding TM Clients to Solutions
  • The Sales Solution Visit Defined
  • Treasury Management Focused Selling
  • Building a Treasury Management Sales Team
  • Treasury Management Delivery Best Practices

Group Discussion – What’s working in your market? Have your goals changed? How do you measure success? How can you adapt your structure to meet your strategic goals?

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

2:45pm to 4:00pm – Finding Your Treasury Management Course

  • Deposit Trends & Treasury Management
  • Relationship Acquisition, Expansion and Retention – Best Practices
  • Vertical Market Opportunities
  • Trends Shaping the Payments Industry
  • Partnerships for Success
  • Setting Your Treasury Management Strategic Course
  • Learning from a Few of the Best

Group Discussion – What do you need to succeed?  What keeps you up at night?

4:00pm to 4:15pm – Pulling it All Together – Your Best Strategy

  • Session Objectives – How’d We Do?
  • Wrap Up, Questions, Comments
  • The 7 Habits of Highly Effective Treasury Management People
  • Planning, Strategy, Perseverance, Success, & Experience

Adjourn by 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 & Hotel Information

VBA Members:  $575
Non-Members:  $1075

Registration will open soon!

Hyatt Place Richmond/Innsbrook
4100 Cox Road

Glen Allen, Virginia 23060

As an attendee, you are eligible to take advantage of the negotiated room rate of $98/night, plus applicable taxes and fees.  To make a reservation, click here.

The deadline to make reservations at the special rate is August 12, 2022.

VBA EVENT POLICIES

By registering for this event, you are agreeing to the VBA Event Policies.

VBA EVENT CANCELLATION POLICY

All cancellations will be charged a $25.00 administrative fee. Cancellations received less than 72 business hours before the program 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

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.