Treasury Management Sales Training

"An investment in knowledge pays the best dividends."
- Benjamin Franklin

TreaSolution's treasury management sales training has been developed to directly meet the unique professional education needs of both treasury sales professionals and their banking colleagues.  TreaSolution's treasury sales training is delivered on-site (although remote options are available) by TreaSolution's Executive Director, Dan Carmody. Dan is a treasury management expert who is both a CTP instructor at Northwestern University and a professional public speaker.  Over Dan's career he has delivered > 100 treasury & cash management training sessions. 
​Sample Treasury Sales Training
Day 1
Sample Treasury Sales Training
Day 2
  • Prioritizing the Sales Pitch
  • The Current Fintech Environment
  • The Treasury Technology Environment
  • Finance Fundamentals
  • Treasury Fundamentals
  • Liquidity & Working Capital Management
  • Bank Relationship Management​
  • Understanding Your Unique Selling Position (SWAT Analysis)
  • Reviewing & Benchmarking Treasury Operations
  • Treasury Payment Systems & KPIs
  • International Treasury Management
  • Treasury Operational & Financial Risk Management
  • The Future of Treasury Management
  • The Critical Formula for a Successful Banking Career
Treasury Boot Camp
TreaSolution will customize each professional development course to meet your organization's exact requirements. Each of TreaSolution's professional development courses feature the following:

- Instructors who are experts pertaining to corporate finance, treasury management, sales, networking and social media.
- The ability to customize the professional development course.
- Professional development course can include proprietary treasury management research.
- The flexibility to schedule the professional development courses at a time that works well for your team.
- The option to schedule either on-site or off-site professional development courses.
- A budget friendly ability to predetermine a fixed professional development course fee.
- Overall professional development cost savings (no group travel expenses and/or multiple registration fees).
- Depending upon the topic, CTP credits may be available.
- Always a 100% satisfaction guarantee!

Would you like to learn more about TreaSolution's treasury sales training?  We'd be happy to schedule a phone call to discuss this topic in more detail.