Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Wednesday, November 6, 2024

  • 2:00 – 3:00 pm (Eastern Time)

  • 1:00 – 2:00 pm (Central Time)

  • 12:00 – 1:00 pm (Mountain Time)

  • 11:00 – 12:00 pm (Pacific Time)

Curriculum

Supercharge your treasury management sales! This webinar equips you with the tools and techniques to win new business and expand existing relationships. Learn how to:

  • Identify and address client needs
  • Position your treasury solutions for maximum impact
  • Master key product knowledge across all areas of treasury management
  • Close deals and drive revenue growth


This webinar will explore how to approach businesses to win new clients and deepen existing relationships, in addition to understanding treasury management solution payables, receivables, information reporting, liquidity management, and fraud prevention.

Instructor

Wespay / VP – Education and Events Connie LaChance

Connie is responsible for the development and delivery of education and training, ensuring the information we provide to our members is consistent and current. She also supports academic content for various Wespay events and provides educational training for multiple partners. Additionally, she assists Wespay Advisors with ACH Audit Services and consulting engagements. Before joining Wespay, Connie spent 18 years working at one of the largest credit unions in Colorado. She began as an Accounting Supervisor and transitioned to the role of ACH Manager early in her career. She also participated in the Federal Reserve’s Retail Payments Advisory Group.

Credits

1.0 CPE Credits & 1.2 AAP Credits