TMClarity

Our framework enables you to become world-class in the selling, implementation, and customer support of treasury management services.

[TMClarity @tmcframework]

Register today at: https://t.co/xuaQ50lE2e

[TMClarity @tmcframework]

Unlock the full potential of Treasury Management with this practical, foundational all-day, in-person workshop built for community banks. You’ll gain a clear understanding of the core Treasury Management services in today’s market and how to align those services with the needs of your business customers.

Join @MarciMalzahn for her upcoming live seminar for Community Banks, Treasury Management: A Powerful Tool to Increase Deposits and Fee Income, on May 19, 2026 all day.

Registration link in first reply.

Presenting in partnership with: @MinnBankers

This session goes beyond product knowledge. You’ll learn how successful institutions bring together Sales, Treasury Management, IT, Marketing, and Deposit Operations to create a coordinated approach to selling and delivering business services. We will also explore effective organizational structures and compensation strategies that support sustainable growth in your Treasury Management program.

See you there!

[TMClarity @tmcframework]

Treasury Management Leaders!

@indianabankers is once again hosting its Treasury Management Forum - a high-impact event for professionals who sell, support, or manage TM services.

Facilitated by @MarciMalzahn , this forum is a unique opportunity to:
- Learn from peers in similar markets and bank sizes
- Tackle pricing, structure, and risk strategies head-on
- Explore ways to transition TM services from cost centers to revenue drivers
- Strengthen your team’s approach to sales, operations, and customer service

Seats are limited to keep discussions meaningful. Don’t miss your chance to grow your TM team’s impact.

Meets three times per year: 2026 events are April 14, August 18, and December 1.

Details & registration here: https://t.co/yFed8zy8gT

[Malzahn Strategic @MalzStrategic]

Don't miss your chance to enhance your Enterprise Risk Management skills! Join Marcia (Marci) Malzahn on March 12th, 2026 from 2:00 - 3:30 CT for an in-depth training webinar, "Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results." This session will equip you with practical tools and real-world examples that you can apply immediately to improve and develop your institution's risk assessments.

In this dynamic webinar, you'll explore:
✅ An overall view of Enterprise Risk Management and its key components
✅ The three key phases of ERM and the integral role of risk assessments
✅ A step-by-step process to enhance your existing risk assessments
✅ The essential goal and defining characteristics of effective risk assessments
✅ The concept of a Risk Assessment System (RAS) and its connection to the CAMELS rating
✅ An analysis of the top eight risks and other critical factors
✅ How to use a matrix for conducting comprehensive ERM risk assessments
✅ Insights into various types of risk assessments tailored to different risk areas
✅ Examples of ongoing monitoring and reporting tools

Register today at: https://t.co/59lHey3Efi

Take the next step towards a more robust risk management framework.

We look forward to seeing you there!

[TMClarity @tmcframework]

Treasury Management Training for Directors

Unlock the Power of Treasury Management: A Comprehensive 30-Minute Training for Your Board of Directors

Are you ready to transform your bank's approach to treasury management? Our specially designed course is crafted to educate and empower your Board of Directors, providing them with the essential knowledge to oversee and enhance your institution’s treasury management strategies. In just 30 minutes, this in-depth session will be the cornerstone of your boardroom discussions, setting the stage for strategic growth and operational excellence.

Learn more: https://t.co/jY3VN4vDbi

[Malzahn Strategic @MalzStrategic]

Boost deposits, fee income, and business customer loyalty by unlocking the full potential of Treasury Management.
This seminar equips your community bank’s leaders and teams with practical strategies to structure, sell, and implement Treasury Management services that drive growth and profitability.

Learn more:
https://t.co/deWDHCAOBp

Presenting with the @ICBA

[Malzahn Strategic @MalzStrategic]

Join Marcia (Marci) Malzahn for her upcoming live training webinar, Vendor Management: How Model Risk Fits In, on August 21st, 2025 from 10:00 - 11:30 Central.

Register at https://t.co/AJeuMmvi6L

Strengthen Your Bank’s Vendor & Model Risk Management Strategy

As banks increasingly depend on third-party providers for essential products and services, the risks associated with these partnerships continue to grow. Are you confident your institution has the right safeguards in place?

Join us for an insightful training session designed to simplify and strengthen your Vendor Management Program and Model Risk Management Program - critical components of your Enterprise Risk Management (ERM) framework. This webinar will provide practical, actionable strategies to ensure your bank maintains regulatory compliance and operational resilience.

What You’ll Learn:
✅ How to develop a comprehensive yet manageable Vendor Management Program
✅ Essential due diligence steps for assessing vendors, from your core system to technology-dependent banking products
✅ How to monitor, assess, and report vendor risk effectively
✅ An overview of OCC SR Letter 11-7 and its guidance on Model Risk Management
✅ How to define Model Risk and create a Model Risk Management Program tailored to your institution

By the end of this session, you’ll walk away with a clear, structured approach to managing vendor and model risks, ensuring your institution stays compliant, secure, and prepared for the evolving regulatory landscape.

Don’t miss this essential training! Secure your spot now and take a proactive approach to risk management.

[Malzahn Strategic @MalzStrategic]

📣 Calling all Treasury Management Leaders!

The Indiana Bankers Association is once again hosting its Treasury Management Forum - a high-impact event for professionals who sell, support, or manage TM services.

Seats are limited to keep discussions meaningful. Don’t miss your chance to grow your TM team’s impact.

📅 Meets three times per year
🔗Details & registration here:

https://t.co/RNdYntOFp1

[TMClarity @tmcframework]

Join Marcia Malzahn for her live webinar for bankers: Treasury Management: A Powerful Tool to Increase Deposits and Fee Income, on June 26th, 2025 from 1:30-3:30 CT.

Register here 👉 https://t.co/tfkrymeodx

[Malzahn Strategic @MalzStrategic]

New Product Launch Checklist for Banking Products - We’ve developed a new product launch checklist for banking products designed to get you or your product management team on the right track.
https://t.co/jCPS2wNaDT

[TMClarity @tmcframework]

🔥 Want to grow your Treasury Management department? This is for you.

The Treasury Management Forum from the Indiana Bankers Association is designed for:
✔️ TM Sales Officers
✔️Product Managers
✔️Operations Leaders
✔️Marketing Teams
✔️AND anyone helping drive TM results.

You’ll walk away with:
🔹 Sales strategies that work
🔹Real-world pricing benchmarks
🔹Recruiting ideas for top talent
🔹Tips for making Account Analysis your secret weapon
🔹Advice from one of the industry’s leading experts - Marcia Malzahn

💡 Three in-person sessions a year. Small groups. Real conversations.

🎯 Ready to grow? Join the TM Forum : https://t.co/qgS9PeDp74

[TMClarity @tmcframework]

The Treasury Management Implementer Program gives you a complete framework - designed for community banks that want to implement internally, without a consultant.

If your team is ready to move but needs structure, this is for you.

https://t.co/fx27UB2jNk

[Marci Malzahn Speaker - Author @authormarcim]

Join me for my webinar for bankers: Treasury Management: A Powerful Tool to Increase Deposits and Fee Income, on February 24, 2025, from 10:00 - 11:30 CT.

Register here 👉 https://t.co/MXNGFPa7pB

Strengthen your bank’s business services - don’t miss this opportunity!

[TMClarity @tmcframework]

Maintaining Strong Business Relationships - Maintaining strong business relationships with business customers is crucial for success. Frequently visiting them can positively impact the the relationship.
https://t.co/X7KyhpIDID

[TMClarity @tmcframework]

Increase Treasury Management Revenue by Leveraging Your Popular Services - You have a valuable opportunity to increase treasury management revenue by leveraging your existing customer base and tailoring additional services to meet their specific needs.
https://t.co/lJ0AU4C27y

[TMClarity @tmcframework]

Building a Comprehensive Treasury Management Documentation Library - It's time to rethink your approach to business customer engagement and education and build a comprehensive treasury management documentation library.
https://t.co/qsI6A3HI3t

[TMClarity @tmcframework]

Regular Check-Ins: Enhancing Business Banking Relationships - Regular check-ins not only demonstrate your commitment to their success but also provide opportunities to identify their evolving needs and offer tailored solutions.
https://t.co/loZs6dIeLD

[TMClarity @tmcframework]

Join Marcia (Marci) Malzahn for her upcoming webinar, Treasury Management: A Powerful Tool to Increase Deposits and Fee Income, on January 16th, 2025 from 2:00-3:30 pm CT.

Register today at https://t.co/TNtba6Vua9

See you there!

[TMClarity @tmcframework]

Happy New Year! 🎉✨ This is your year to dream big, set bold goals, and achieve amazing things. We're cheering you on every step of the way! 💪🌟 #NewYear #Goals #Inspiration

[TMClarity @tmcframework]

Merry Christmas from Tim and Marcia! 🎄✨ May your holiday season be filled with peace, joy, and cherished moments with loved ones. ❤️ #MerryChristmas