This 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 continues to evolve and positioning them with a company requires more technical expertise and teamwork than ever. The rapidly changing product set encompasses a wide range of electronic and card-based options. The bank’s business calling teams should remain aware of the current trends and methods used by 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 partner efficiently to gather information to produce compelling proposals to attract and retain relationships.

Who Should Attend?

This annual 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. To best suit the needs of all attendees each year, there will be a comprehensive overview of treasury products, account analysis, fraud prevention as well as best practices within teams.

Treasury Management leaders responsible for product and/or sales strategy are encouraged to attend. Treasury Management Sales Officers and Team Leaders will benefit from these sessions. Treasury Support Team members may benefit from understanding the advantages gained by using the tools they support.

Prerequisite: A basic working knowledge of Treasury Management products is helpful.

Program Agenda

Day 1: Foundations, Core Products, And Competitive Positioning

Session 1: Welcome, Introductions, Course Overview
Learning Objectives:

• Describe the goals and structure of the 2-day program
• Articulate individual learning priorities related to treasury management sales

Session2: Role of Treasury Management in Community Banking
Learning Objectives:

• How treasury management drives deposits, fee income, and relationship depth
• Key business segments where TM can add measurable value

About the Instructor

​Victoria S. Loucks, Executive Vice President, Head of Deposit Products
Victoria Loucks (Vicki) joined Freedom Bank in December 2019 and has thirty years of progressive leadership in Treasury Management, Relationship Management and Training at national and international financial institutions.  She is recognized as a leader in the Payments Industry and currently serves on the Payments Advisory Counsel for the Federal Reserve Bank of Richmond. 

She began her career at First National Bank of Maryland, a predecessor to M&T Bank, where she helped Fortune 100 clients pioneer early-stage digital solutions including EFTPS, image capture and EDI. Prior to joining Freedom Bank, Ms. Loucks held producer and leadership positions at Sandy Spring Bank (AUB), SunTrust (Truist) and Capital One, where she led the bank’s treasury effort for Not-for-Profit and GovCon business lines, and Citibank where she focused on delivering liquidity and cross-border account solutions to US based middle market companies with operations in Europe, Middle East and Africa (EMEA).

In addition to her professional activities, Ms. Loucks has served in a variety of philanthropic capacities including as a member of the Fundraising Committee for Women Giving Back, a community based organization supporting women and families in need, the Associates Board of Directors for the Wolftrap Foundation for the Performing Arts, as Treasurer and Board Member of the Kidney Cancer Research Alliance (KCCure), as well as leadership roles for several community and local school-based organizations in Loudoun County VA. Victoria holds a bachelor’s degree in finance from Virginia Tech and pursued postgraduate studies in International Finance at Johns Hopkins University. She and her family, along with their tiny 12-pound Australian Shepherd, Addie, live in Leesburg VA.

Registration Types & Rates

This in-person session will take place at the Virginia Bankers Association (4490 Cox Road, Glen Allen, VA 23060).

Member	Non-Member
$695	$1,195

Register Now!

MBA/VBA EVENT POLICIES

By registering for this event, you are agreeing to the MBA/VBA Event Policies and the Privacy Policy.

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 & Americans with Disabilities Notice

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.

Hotel Information

Drury Plaza Hotel Richmond
11049 West Broad Street
Glen Allen, VA 23060

The association has reserved a block of rooms at the Drury Plaza at the rate of $132/night, plus applicable taxes and fees. Click here to make your reservation by the cut-off date, August 20, 2026.

The rate includes a hot breakfast, evening food and drinks at 5:30 pm, parking and Wi-Fi.

Sponsorship

Contact Amy Binns for information.