Skip to content
Tru Summit 2027 · September 20 to 22 · New Orleans

The treasury and deposits conference for credit unions and community banks.

Three days on the business of growth: deposits, fee income and membership. Join treasury and business banking leaders at The Ritz-Carlton, New Orleans.

Register now See the agenda
DatesSept 20 to 22, 2027
VenueThe Ritz-Carlton, New Orleans
Early birdFrom $899
Hotel rate$259 per night
The Ritz-Carlton, New Orleans on Canal Street at duskThe Ritz-Carlton, New Orleans
Rooftop terrace at The Ritz-Carlton, New Orleans, overlooking the Mississippi RiverRooftop terrace
Light-filled lobby lounge at The Ritz-Carlton, New Orleans, opening onto the courtyardLobby lounge
Event space at The Ritz-Carlton, New Orleans, set with cocktail tables, with windows over the Mississippi RiverEvent space
Iron balconies hung with ferns on Royal Street in the French QuarterRoyal Street, French Quarter
Guest room at The Ritz-Carlton, New Orleans, with two beds and a view of the cityGuest rooms
A brass band trombonist playing on a French Quarter streetLive music in the French Quarter
Why attend

Built for the people growing business banking.

Tru Summit is for business banking, treasury management and deposit leaders at credit unions, community banks and other financial institutions.

Grow depositsPractical playbooks for bringing in and keeping business operating accounts.
Earn fee incomeHow to price treasury management and stop giving services away.
Stop fraud soonerCheck, ACH and wire fraud, straight from the people fighting it.
Build your networkThree days with peers, regulators, payments leaders and partners.
Agenda

Three days. One focus: growth.

Day 1 opens with client special workshops. Days 2 and 3 bring keynotes, panels and breakouts for every attendee.

Day 1

Monday, September 20

Client day and welcome
11:00 AM to 12:30 PMClient welcome and appreciation lunchTru Treasury clients
12:30 to 1:00 PMNetworking break
1:00 to 2:00 PMStop Giving It Away: How to Price Treasury ManagementClient special
2:00 to 3:00 PMFollow the Fraud: Check Fraud and How to Handle ItClient special
3:00 to 4:00 PMThe Future of Treasury TechnologyClient special
4:00 to 6:00 PMExhibit hall opens
6:00 to 7:30 PMWelcome reception
Day 2

Tuesday, September 21

Keynotes, panels and breakouts
7:30 to 9:00 AMBreakfast
9:00 to 10:00 AMOpening keynote: Everyone SellsKeynote
10:00 to 10:45 AMThe Year Ahead
10:45 to 11:00 AMNetworking break
11:00 AM to 12:00 PMPanel: Punching Above Your WeightPanel
12:00 to 1:15 PMNetworking lunch
1:15 to 2:20 PMBreakout round one: Seeing It Sooner: Catching Fraud Before It Clears · Bigger Deposits, Covered: What Extended Insurance Opens Up · The Treasury Conversation: Selling Without Sounding Like a SaleBreakouts
2:20 to 3:30 PMBreakout round two: Banking the Accounts Others Will Not: Cannabis and High-Risk Deposits · Buy-In Before Rollout: Building a Team That Wants to Grow · Before the Examiner Asks: Compliance on Business AccountsBreakouts
3:30 to 4:00 PMAfternoon break
4:00 to 5:00 PMPanel: The Hidden GemPanel
EveningSponsor-hosted events
Day 3

Wednesday, September 22

Playbooks and action planning
7:30 to 9:00 AMBreakfast
9:00 to 10:00 AMThe Deposit Playbook
10:00 to 10:15 AMBreak
10:15 to 11:15 AMClosing keynote: From Hidden Gem to Growth EngineKeynote
11:15 AM to 12:00 PMHeadlines, action planning and farewell
Agenda subject to change.
Speakers

Learn from leaders across payments.

Voices from Tru Treasury, The Clearing House, the Federal Reserve and the FBI. More speakers to be announced.

John BallantyneFounder and CEOTru Treasury
Amy SmithSVP of Membership Services and EducationThe Clearing House
Chris ColsonAtlanta Fed Payments ForumThe Federal Reserve
Federal Bureau of InvestigationFraud trends and case insightsSpecial session
Tickets

Early bird pricing is open.

Registration closes August 6, 2027, or sooner if seats sell out. Cancellations are accepted, but fees are non-refundable. Optional purchase protection is available at checkout.

Early bird · ClientsTru Treasury clients
$899plus fees
Client special workshops on Day 1All keynotes, panels and breakoutsBreakfast and lunch all three daysOption to add it to your monthly invoice
Register now
Early bird · Non-clientsOther financial institutions
$999plus fees
All three days of keynotes and workshopsReceptions and evening eventsBreakfast and lunch all three daysLimited early bird seats
Register now
Venue and hotel

The Ritz-Carlton, New Orleans.

At 921 Canal Street, steps from the French Quarter. Stay where the summit happens at the exclusive Tru Summit rate, booked through the Marriott reservation link you receive with registration.

Room rate$259 per night
Address921 Canal St, New Orleans, LA 70112
BookingMarriott link at registration
Courtyard at The Ritz-Carlton, New Orleans in the evening, with tables and gas lanterns
The courtyard
Light-filled lobby lounge at The Ritz-Carlton, New Orleans
The lobby lounge
Musicians playing on a French Quarter street lined with iron balconies
Steps from the French Quarter
Sponsors

Meet the institutions growing business banking.

Solution providers join Tru Summit through a sponsorship. Choose the partner level that fits your goals.

Signature Partner$14,999
Host Partner$7,999
Engage Partner$4,999
Community Partner$2,999
Become a sponsor
FAQ

Questions about Tru Summit.

Built for institutions that mean business.

Connect with the team