This two session program will provide the participants with Treasury Management product and service perspectives to aid in new business development and product delivery. We will review current industry trends, emerging products, and the quickly changing cast of competitors. The sessions will be interactive and participants will be encouraged to “go off script” when necessary to ensure that everyone receives the full benefit of the program. Expect to join in “poll” questions and a brief “homework” assignment for the second session.

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.

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Agenda & Speaker Information

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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: merchant services RFPs, credit card services RFPs, treasury management product and pricing review, and treasury management documentation and workflow review. 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.

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.

Registration Fees

Members and Non-Members:  $575

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.