Welcome

April 19, 2022 | 9:00am – 1:00pm

This virtual program will provide a basic understanding of bank Treasury Management (also known as Cash Management) products and services. We will discuss how these products provide value to business clients and banks, identify new and trending products, and describe the linkage between business deposit acquisition and Treasury Management product sales. We’ll also share some “best practices” for guiding customers to the right Treasury Management solutions.

Please click here to review the virtual classroom norms.

Zoom Information

Please use the link below on April 19, 2022

Zoom Meeting Link:  https://us02web.zoom.us/j/89023586923?pwd=MHFHZ3FBQVc4emNhcGNBNXExR2p0UT09

Meeting ID: 890 2358 6923
Passcode: 243553

Dial by your location
               +1 301 715 8592 US (Washington DC)

Meeting ID: 890 2358 6923
Passcode: 243553   

Find your local number: https://us02web.zoom.us/u/kKsrBMxvF

Seminar Materials

Agenda

Treasury Management 101

Seminar Roster (updated 4/18/22)

Credit Information

In agreement with the Virginia Board for Accountancy’s regulations, Virginia approved sponsors shall award a certificate of completion indicating that the course has been conducted in accordance with the rules of the Board and that the participant has satisfactorily completed the requirements of the course.  VBA will award 4.0 CPEs for completion of the course.  A certificate will be sent, within 7 business days, to the email address provided.

Instructor Information

Debra E. Knox, CCM
Knox Advisors, LLC
Treasury Management Advisory Services
dknox1@aol.com
(717) 468-1227

Sponsors

Thank you to our Sponsors.