Introduction to Treasury Management – March 31, 2026

Description

Date: Tuesday, March 31

Time: 11:00 a.m. Pacific

Duration: 60 minutes

Increasing core deposits is a must for all credit unions. The best strategy to achieve this is to create a robust suite of business deposit products and services. Join CUBG for an overview of treasury management, the products and services it could (and should) include, as well as the ideal members your credit union should target for these services.

We’ll discuss:
– Common treasury management products and services
– What business members want and need from their financial institution
– Setting fees and selling treasury management services
– Assessing vendors and partners
– Training lenders and front-line staff on treasury management services
– Creating procedures and processes to assist your team
– Fostering collaboration with IT, marketing, operations, and business services to succeed in treasury management

Purchase Terms & Conditions

For live webinars, a full-team registration includes multiple attendees for your credit union. Please include these emails in the notes section at checkout. Each attendee will need a unique login link for access.

A recording of this session is available for full-team access registrations upon request. For individual registrations for webinars, the recording will be available to purchase after the session. If you registered as an individual, you can request a discount code to use on the recording purchase.

Educational materials are proprietary and are not to be shared outside of the purchasing credit union.