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Course/Product Description
Title:

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

SKU:WC-1026145
Date / Time: Recorded
Format: Webinar
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Description:

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

This webinar gives you an in-depth knowledge of Cash Management (aka Treasury Management) products and services.

You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You also will learn the "behind the scenes" on the most important products and how they interact with technology.

After attending this webinar, you will walk away with a deeper knowledge of Cash Management, gain ideas from the other participants on how to implement the products and services your clients expect you to offer, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients.

Covered Topics:

  • What is Treasury Management (aka Cash Management)?
  • The Evolution of Cash Management/History/Background
  • Review of the Account Analysis and what it’s used for
  • Overview of all Cash Management products in the market
  • How to determine which products you need to offer to your business customers
  • Determine who your in-house experts should be and provide the appropriate training
  • How Cash Management is integrated with the Bank’s Technology, Operations and Sales teams
  • Identifying new bank fee opportunities
  • Ideas on how to market and brand your Cash Management products
  • Process to implement Cash Management products
  • The future of Cash Management (including Blockchain and Bitcoin)
Who Should Attend

Cash Management operations and sales personnel, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and core system support staff), Presidents, COO

The Presenter

Marci Malzahn is the president and founder of Malzahn Strategic, a community bank consultancy focused on strategic planning, enterprise risk management, and talent management. Marci has 23 years of banking experience, the last ten as the EVP/CFO/COO of a community bank she helped start where she oversaw all the bank operations areas, including finance, IT, compliance, internal audit, deposit/loan operations, office management, risk management, and HR. In her last year as EVP/COO/CRO, Marci created and focused on the bank’s risk management program. She was also the corporate secretary of both the holding company and the bank.

Before starting the bank in 2005, Marci took a detour from banking for five years and worked for a $34 million revenue non-profit organization where she led IT, HR and Finance. Marci’s extensive experience in banking infrastructure and her passion to help other banks succeed led her to found Malzahn Strategic in 2014.

Marci is the recipient of a number of professional awards, is a published author of three books, and an international bilingual public speaker, speaking frequently at banking conferences and associations. Marci holds a B.A. in business management from Bethel University and is a graduate of the Graduate School of Banking in Madison, Wisconsin.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

Licenses / Designations / Educational Credits:CEU
All US States: 2.5
All Canadian Provinces: 2.5
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
More Info: Contact Us For More Information
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