Treasury Management Sales

Includes a Live Event on 08/28/2019 at 1:00 PM (PDT)

Offering treasury management solutions can be a lucrative business line for a financial institution. This course explores best practices in selling treasury solutions to businesses based on the five tenets of treasury management: payables, receivables, information reporting, liquidity management and fraud prevention. We’ll explore how to approach businesses to win new clients and deepen existing relationships, building a sales discipline to ensure success, questions to ask businesses to truly understand needs, and much more.

Melissa Giddens, CTP, AAP, NCP

SVP, Payments Strategy

With over 20 years of experience in treasury management consulting, Melissa has worked with businesses on both the east and west coasts to help build optimal structures for managing payables and receivables, mitigating the risk of fraud, and maximizing cash flow. Her background working with businesses of all sizes in a variety of industry segments has helped her contribute significantly toward growing the treasury management revenue for her employers, including community, regional and large financial institutions. As the Principal Consultant for WesPay Advisors, Melissa consults with financial institutions and payments vendors around process improvement, payments strategy and payments regulation. In 2016, she won the Frank E. Zima Payments Advocacy Award and has won numerous sales awards throughout her career. Melissa received her Bachelor of Science degree from DeVry University and her Master of Business Administration from Green Mountain College. Melissa holds the Certified Treasury Professional (CTP), Accredited ACH Professional (AAP) and National Check Professional (NCP) designations.

John Curtis, AAP, NCP, APRP

SVP, Education & Training

John has over twenty years of experience in payments and has held positions in Treasury Management, Information Systems and Corporate Training and Development. John was Product Manager for Electronic Payments including ACH, EDI and Emerging Payment Technologies for fourteen years at Bank of the West. He has served as Chairman of WesPay’s Education Committee and as an Advisor to the WesPay Board of Directors. John served as the Chairman of the Board of Payments Resource One (PRO). He is a member of the American Bankers Association Task Force on Payments Law and has lectured on payments topics including legal issues, emerging technologies, compliance and risk management.

As Senior Vice President of Education and Training, John Curtis oversees the educational offerings for WesPay to ensure members have access to high quality, timely and relevant training that is critical for success in today’s ever changing payments landscape. Before coming to WesPay, John dedicated the previous fourteen years of his career to the payments arena as a Product Manager for Electronic Payments covering ACH, EDI and Emerging Payment Technologies. He holds the AAP, NCP and APRP accreditations.

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Treasury Management Sales
08/28/2019 at 1:00 PM (PDT)   |  60 minutes
08/28/2019 at 1:00 PM (PDT)   |  60 minutes Offering treasury management solutions can be a lucrative business line for a financial institution. This course explores best practices in selling treasury solutions to businesses based on the five tenets of treasury management: payables, receivables, information reporting, liquidity management and fraud prevention. We’ll explore how to approach businesses to win new clients and deepen existing relationships, building a sales discipline to ensure success, questions to ask businesses to truly understand needs, and much more.
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