This hybrid 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 required.

Program Agenda

Agenda will be available soon!

About the Instructor

Linda Hooks is a graduate of Virginia Tech, and she also completed the University of North Carolina’s “Advanced Topics in Treasury Management” at Kenan-Flagler Business School. She was active in the Hampton Roads Association for Financial Professionals and serves on several charity boards.

A longtime banker, Linda devoted most of her career to Treasury Sales and Management, consulting with companies of all sizes, large corporations, and government agencies. Prior to her recent retirement, Linda managed the Treasury Sales Team at TowneBank.

The session does contain repeat content (and a little new content) year to year.

Linda believes in a team approach to relationship management, and she is passionate about educating both bankers and companies as to the intricacies of Treasury and Working Capital Management.

Linda resides in Virginia Beach and loves to stay active and travel.

Registration Types & Rates

Virtual: For bankers unable to attend in person, this training will be live-streamed. Each registration will purchase one log-in.

In-Person or Virtual	Member	Non-Member
In-Person	$595	$1,095
Virtual	$525	$1,025

Registration will open soon!

Hotel Information

Reservation information will be available soon!

VBA EVENT POLICIES

By registering for this event, you are agreeing to the VBA Event Policies.

VBA EVENT 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

Please share any specific needs that should be considered as we plan for the conference (i.e. hearing impaired, sight impaired, etc).  Please contact Gail Queen with any details.

Sponsorship

Contact Amy Binns for information.