Treasury Management Symposium
This in-person 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 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 current 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 to remain relevant. Bank teams should know how to work efficiently to gather information to produce compelling proposals to attract and retain relationships.
Who Should Attend?
The sessions are 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. Treasury Management Sales and Team Leaders will benefit from these sessions.
Prerequisite: A working knowledge of Treasury Management products is required.
Program Agenda
- Welcome & Introductions
- What is Treasury Management?
- Company Benefits of Managing Treasury
- Treasury’s Role in Business Development & Relationship Retention
- Popular Treasury Resources
- Treasury Consultation: Making It Count!
- Proposals & Relationship Reviews
- Lunch
- Treasury Management Tools: How They Work and What Problems They Solve
- Information Reporting
- Payables Management
- Receivables Management
- Liquidity Management
- Fraud Controls
- A Deeper Dive Into Company Cards
- Game Changers: SDA & Real Time Payments
- Wrap Up & Adjourn
About the Instructor
Linda Hooks is a graduate of Virginia Tech, and she also completed the University of North Carolina’s “Advanced Topics in Treasury Management” at Kenan-Flagler Business School. She was active in the Hampton Roads Association for Financial Professionals and serves on several charity boards.
A longtime banker, Linda devoted most of her career to Treasury Sales and Management, consulting with companies of all sizes, large corporations, and government agencies. Prior to her recent retirement, Linda managed the Treasury Sales Team at TowneBank.
Linda believes in a team approach to relationship management, and she is passionate about educating both bankers and companies as to the intricacies of Treasury and Working Capital Management.
Linda resides in Virginia Beach and loves to stay active and travel.
Registration Information
| Registration Dates | Member | Non-Member |
|---|---|---|
| Through August 18, 2024 | $575 | $1,075 |
| August 18-22, 2024 | $595 | $1,095 |
Hotel Information
Hotel information for the 2024 Treasury Management Symposium will be available soon!
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 Michele Dunn with any details.
Sponsorship
Contact Amy Binns for information.