Introduction to Treasury Management – Recording

Description

Duration: 59 minutes

Treasury management products are the cornerstone of successful commercial relationships – helping business members manage cash, mitigate risk, and operate more efficiently, while also driving stable, low-cost deposits and non-interest income for the credit union. Having a strong understanding of treasury management is essential to supporting member needs, increasing operating balances, and deepening long-term relationships.

Join CUBG in this webinar from March 31, 2026 for this practical overview of core treasury management services and how they fit into the broader commercial banking relationship. Learn not only what these products do, but why they matter – both to your business members and to your credit union’s balance sheet.

We’ll explore:
– What treasury management is and why it’s critical to business member success
– Core treasury management products, including business online banking, ACH, wires, remote deposit capture, and fraud mitigation tools
– How treasury services help businesses improve cash flow visibility, control risk, and streamline operations
– Why treasury management drives operating deposits, sticky balances, and relationship stability for credit unions
– How products like ACH, RDC, and fraud services encourage members to keep funds on deposit
– Ways to identify treasury management opportunities during loan conversations and onboarding
– How treasury services support relationship depth, cross-sell, and long-term deposit growth

Purchase Terms & Conditions
After the order is approved, you’ll receive an email with links to download the education materials. After you download, you will be able to save the files to your shared network and use the training for your credit union going forward.

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