Tru Treasury Forum

Through this forum, participants will share best practices, discuss challenges, and explore potential solutions to help them provide their members with better service and tools. Participants have the opportunity to network with other professionals.

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Past Meetings

1. Video Discussion
2. Forum Agenda
1. Video Discussion
1. Forum Agenda
2. Video Discussion
1. Video Discussion
2. Forum Agenda
3. INFER Worksheet
1. Video Discussion
1. Video Discussion
2. Forum Agenda
1. Presenter Slide Deck
2. Video Discussion
1. Video Discussion
2. Forum Agenda
1. Video Discussion
2. Presenter Slide Deck
1. Video Discussion
2. Forum Agenda
3. Grow Your Credit Union Membership Strategy Guide
4. Speaker Bio
5. Presenter Slide Deck
1. Video Discussion
2. Presenter Slide Deck
1. Video Discussion
2. Forum Agenda
3. Presenter Slide Deck
1. Video Discussion
2. High Risk User Group Agenda
3. Presenter Slide Deck
1. Video Discussion: Using AI to Grow Treasury Relationships
2. Forum Agenda
3. Presenter Slide Deck
1. Presentation Deck
2. Video Discussion
1. Forum Discussion: Talking Treasury with the Treasury Whisperer
2. Forum Agenda
1. Forum Discussion: What Happened in Payments for 2025 and What to Expect in 2026
2. Forum Agenda
3. Presentation Deck
1. Forum Discussion: End of Year and Pro Forma
2. Statement and Pro Forma Deck
3. Forum Agenda
1. Farm Bill Discussion
2. New Hemp Banking Deck
1. Forum Discussion: Disaster Recovery and Business Continuity Plan
2. Forum Deck
1. Downloadable Deck
2. Farm Bill Update & Manufacturing 101
1. Forum Agenda
2. Forum Discussion
1. Meeting Two Recording
2. Downloadable Deck
1. Forum Discussion (Limited due to FBI Policies)
2. FBI IC3 Report
3. Forum Discussion
1. Meeting One Recording
2. High Risk, High Reward
1. Forum Discussion
2. Forum Agenda
1. Forum Agenda
2. Forum Discussion
1. Forum Discussion
2. Forum Agenda
3. Presentation Deck
1. Forum Agenda
2. Forum Discussion
3. Business Account Opening
1. Forum Discussion
2. Forum Agenda
1. Forum Agenda
2. Forum Discussion
1. Forum Agenda
2. Forum Discussion
3. Presentation Deck
1. Forum Agenda
2. Presentation Deck
3. Forum Discussion: Extending Deposits, Expanding Coverage
1. Forum Discussion: BYOT
2. Forum Agenda
1. Forum Discussion: Innovative Ways to Capture Deposits
2. Forum Agenda
3. Deposits Decoded Deck
1. Forum Agenda
2. Forum Discussion: BYOT
1. Forum Discussion: Fraud Protection (Warning FBI Video Not Included Due to Privacy Policy)
2. Forum Agenda
3. Fact Sheet
1. Webinar Discussion
1. Forum Discussion: Business Calling
2. Forum Agenda
1. Forum Discussion: SBA Lending
2. Forum Agenda
1. Forum Discussion: Site Visits and Creative Payments
2. Forum Agenda
3. Payments Presentation Deck
1. Forum Discussion: Leveraging Technology for Treasury Management Integration
2. Forum Agenda
3. Intranet Connections Deck
4. Implementation Timeline with Intervals of Importance
5. Deposits Decoded Part 2
1. Forum Discussion: NCUA Priorities
2. Forum Agenda
3. NCUA Priorities Deck
1. Forum Discussion: Beneficial Ownership Update and Deposits Decoded
2. Forum Agenda
3. Deposits Decoded Decks
4. Brochure: BOI Information
1. Forum Discussion - Real Time Payments
2. Forum Agenda
3. RTP Presentation Deck
1. Forum Discussion - Year in Review 2023, BYOT, and ZBA
2. Forum Agenda
3. ZBA Presentation Deck
1. Forum Discussion - BYOT Best Practices for Engagement
2. Forum Agenda
1. Forum Discussion - Mission Leadership ServiStar
2. Forum Agenda
3. Missional Leadership Deck
4. Caught Doing It Right - Recognition Tool
1. Forum Discussion - Commercial Lending CUSO and Beneficial Ownership
2. Forum Agenda
3. New Beneficial Ownership Rules 2024
4. Rounding Out Your MBL Program with a Commercial Lending CUSO
1. Forum Discussion - Comply-YES
2. Forum Agenda
3. Compliance Considerations for Business Members
1. Forum Discussion - Treasury Management Reporting
2. Forum Agenda
3. Resources for Deposit Strategy
4. Treasury Management Reporting Deck
1. Forum Discussion- CUSO and Common Fraud Prevention
2. Forum Agenda
3. Common Fraud Prevention Best Practices Deck
1. Forum Discussion- Sales Training 3 of 3
2. Forum Agenda
3. Sales Training Deck 3 of 3
1. Forum Agenda
2. Forum Discussion- Sales Training 2 of 3
3. Sales Training Deck
4. Business Call Conversation Tool
1. Forum Agenda
2. Forum Discussion- Payroll and Business Account Clean-Up
3. Sales Training Session 1 with Jeff Bassett
4. Merchant Minute - Tokenization
1. Forum Agenda
2. Forum Discussion
3. Merchant Minute
4. Payroll
1. Forum Agenda
2. Forum Discussion - Raising Rates and Lockbox
3. Merchant Minute
1. Forum Agenda
2. Forum Discussion - Getting Your Board on Board
3. Merchant Minute
4. Board on Board
1. Forum Agenda
1. Forum Agenda
2. Merchant Minute
3. CU Setup Vendor - Department Grid TT
1. Forum Agenda
2. Product Discussion

The Forum meets the 4th Friday of every month from 2:00 - 3:00P ET.

October 2026 - Beyond Banking: Seeing the Business Through the Owner's Eyes

High Risk User Group - Vendor Risk Management

High Risk User Group - Cannabis Regulation

August 2026 - The Reluctant Networker

High Risk User Group - Cannabis Banking & Compliance

July 2026 - Preventing Fraud with AFS

High Risk User Group - Regulatory Update

June 2026 - Fireside Chat Growing Commercial Deposits with Dan Cubr and Susan Cobello

High Risk User Group - Cash Logistics

May 2026 - Growing Membership with ServiStar

High Risk User Group - High-Risk Payments

April 2026 - Real Time Payments with The Clearing House

High Risk User Group - Responsibly Managing High-Risk Customers at Any Institution Size

March 2026 - Using AI to Grow Treasury Relationships

High Risk User Group - Cannabis Banking with Chris Van Dyke

February 2026 - Treasury with the Treasury Whisperer

January 2026 - Payments with Payment Elsa

December 2025 - Year in Review and Pro Formas

High Risk User Group - The Farm Bill

November 2025 - Bring Your Own Topic

High Risk Business User Group - Manufacturing 101

October 2025 - Square is Coming for you Depositors

High Risk Business User Group - Cannabis

September 2025 - FBI

High Risk Business User Group - Introduction Meeting

August 2025 - How to Stop Getting Ghosted and Close More Deals

July 2025 - How to Actually Talk to Business Members

June 2025 - Expanding Membership Through High-Impact Offerings

May 2025 - BYOT (Memorial Day)

April 2025 - The Treasury Whisperer

March 2025 - Banking High Risk Businesses

February 2025 - RTP with Amy Smith from The Clearing House

January 2025 - Extending Deposits, Expanding Coverage

December 2024 - BYOT (Audits, Series LLC's, and More!)

November 2024 - Innovative Ways to Capture Deposits

October 2024 - BYOT

September 2024 - Fraud Protection with the FBI

WEBINAR: Strategies for Credit Unions to Win in Business Banking

August 2024 - Business Calling Sales Guide

July 2024 - SBA Lending

June 2024 - Site Visits and Creative Payments

May 2024 - Leveraging Technology for Treasury Management Integration

April 2024 - NCUA Priorities

March 2024 - Beneficial Ownership Update: Phases and Roll Out

February 2024 - Real Time Payments: Making the Connection

December 2023 - 2023 Year in Review (Feature on ZBA)

November 2023 - Bring Your Own Topic (BYOT) Best Practices for Engagement

October 2023 - Mission Leadership ServiStar

September 2023 - Commercial Lending CUSO and Beneficial Ownership

August 2023 - Comply-YES!

July 2023 - Treasury Management Reporting

June 2023 - CUSO's and Common Fraud Prevention Best Practices

April 2023 - Sales Training Session 3

March 2023 - Sales Training Session 2

February 2023 - Sales Training Session 1

January 2023 - Payroll and Business Account Clean-up

November 2023 - Rising Rates and Lockbox

October 2022- Getting Your Board On Board

September 2022- Introduction to Forum Community

August 2022- Business Member Onboarding with Christien Brow

July 2022 - Vendor Selection with Rob Conrad