This is for credit union and community bank leaders responsible for building, managing, or growing treasury management programs. We meet live on Zoom every month to share what’s working across institutions—from new product rollouts to onboarding strategies, compliance updates, and market trends. What started with three treasury professionals exchanging ideas has grown into a 100-person community of program owners learning from each other in real time.

Each session features expert speakers—from fintech innovators to special guests like former FBI agents and the elusive “Treasury Whisperer.” You’ll walk away with practical insights you can apply immediately. At the end of every session, attendees can submit topics they’d like us to cover next, helping shape future conversations. To join, just fill out the form on this page—we’ll send you the invite and updates for upcoming sessions. It’s free, collaborative, and built around your biggest priorities.