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Resources

Where treasury teams keep learning.

Certifications, training, live webinars and practical insights for every person who touches treasury, from the teller line to the boardroom.

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4training programs
Monthlylive Forum sessions
Upcoming at Tru Treasury
Forum · Fri, Nov 27Tru Treasury Forum: next live sessionConference · Nov 3 to 5 · Las VegasMeet our team at the ACU Lending ConferenceTru Summit · Sept 20 to 22, 2027Early bird registration for Tru Summit 2027 is now open
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Tru Summit 2027 · Our first annual conference

The industry’s first ever deposits conference.

Three days on the business of growth: deposits, fee income and membership. The Fed, leading economists and the FBI, in one room with the people who run business banking.

DatesSept 20 to 22, 2027
VenueThe Ritz-Carlton, New Orleans
Early birdFrom $899 for clients
Hotel$259 per night Summit rate
11:00 AMClient welcome and appreciation lunch
1:00 PMStop giving it away: how to price treasury management
2:00 PMFollow the fraud: check fraud and how to handle it
3:00 PMThe future of treasury technology
4:00 PMExhibit hall opens
6:00 PMWelcome reception
Notable speakers
John BallantyneFounder and CEO, Tru Treasury
Amy SmithSVP, The Clearing House
Chris ColsonPayments Forum, Federal Reserve Bank of Atlanta
Federal Bureau of InvestigationFraud trends and case insights
Register for Tru SummitFull agenda, speakers and hotel details Early bird: $899 for Tru Treasury clients, $999 for other financial institutions. Limited seats.
Training and certifications

Courses online. Workshops in person.

Two self-paced courses your team can take anytime, and two in-person workshops we bring to your institution. Tap a program to see what it covers.

Virtual · Certification Become a certified treasury expert. A self-paced certification that gives your team a deep, working knowledge of treasury management, from products and payments to risk and relationship building.
Treasury products, payments and liquidityRisk, fraud and compliance fundamentalsCertification on completion
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Build a learning path

Not sure where to start? Pick a role.

Every role touches treasury differently. Choose who you are training and we will suggest the right sequence.

Start with Frontline Team Training, then add Big Picture Conversations® so every branch can open a treasury conversation.
Recommended pathStep 1Frontline Team TrainingStep 2Big Picture Conversations®
Webinars

Learn live, from peers and experts.

Free, collaborative sessions built around the biggest priorities of the people running treasury programs.

Monthly on Microsoft Teams · FreeNext: Fri, Nov 27 Tru Treasury Forum A live space for credit union and community bank leaders who build, manage or grow treasury programs. What started with three treasury professionals trading ideas is now a community of hundreds of program owners learning from each other.
New product rollouts, onboarding strategies and compliance updatesExpert speakers, from fintech innovators to former FBI agentsAttendees choose the topics for future sessions
Register for the Forum
Monthly on Microsoft TeamsNext: Fri, Nov 13 · 2 PM ET High Risk User Group A peer group for institutions managing higher-risk business relationships and payment activity. Each session brings a new topic and a new speaker.
Rotating topics, chosen for higher-risk programsRotating guest speakers and expertsLive on Teams, the second Friday of every month at 2 PM ET
Request to join
Missed a session? Watch past Forum and High Risk User Group sessions for free
Blog

Thinking that moves treasury forward.

Articles, strategy guides and press on the trends shaping business banking for community institutions.

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Featured · News · January 30, 2026We are partnering with Cornerstone Resources to expand treasury management access for credit unions
Guides

Guides for credit unions and community banks.

Plain-language answers on treasury services, vendors and growing business deposits.

Vendor guide · 11 min readBusiness services vendors for credit unions: the 2026 guideA practical guide to the vendors behind credit union business services: core and digital banking, treasury management, payments, merchant services, lending and compliance.Treasury management · 8 min readWhat is treasury management for credit unions?Treasury management helps credit unions serve business members with ACH, wires, positive pay and more. Learn what it includes and how to launch a program.Treasury services · 8 min readACH origination for credit unions: a complete guideHow credit unions offer ACH origination to business members: payroll, vendor payments and collections, plus same-day ACH, risk controls and onboarding.Fraud prevention · 7 min readPositive pay for credit unions: stop check and ACH fraud before it postsHow positive pay helps credit unions protect business members from check and ACH fraud, how it works, and how to choose a positive pay vendor.Treasury services · 6 min readRemote deposit capture for business membersHow credit unions offer remote deposit capture to businesses: scanner and mobile RDC, deposit limits, risk controls and onboarding tips.Partner services · 7 min readMerchant services for credit unions: how to choose a partnerHow credit unions offer merchant services to business members through partners, what to compare, and how merchant services deepens relationships.Strategy · 7 min readOutsourced treasury management vs. building in houseShould your credit union build a treasury management program in house or partner with a CUSO? Compare cost, speed, expertise and risk.Strategy · 8 min readHow credit unions grow business depositsPractical strategies credit unions use to grow business and commercial deposits: treasury management, sales culture, onboarding and liquidity tools.Partner services · 6 min readCommercial card programs for credit unionsHow credit unions offer business credit and purchase cards through partners, what businesses value, and how cards strengthen relationships.Treasury management · 7 min readTreasury management for community banksHow community banks compete for commercial clients with treasury management: services, sales, onboarding and when to partner.
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July 22, 2025CUInsightTreasury management as a growth engine: rethinking service delivery for mid-market clientsJune 26, 2025CUInsightHow credit unions and community banks can capture the mid-market treasury opportunityJune 9, 2025GuideHow to choose the right positive pay vendorMay 19, 2025StrategyThe credit union deposit strategy you need: 4 moves that drive growthMay 5, 2025AwardTru Treasury wins Treasury Management CUSO of the Year from NACUSO
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NextResultsCase studies, awards and the numbers behind them.

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