The market for quality Treasury Management solutions in the commercial, public, and not-for-profit sector is dominated by large national and regional banks. Community financial institutions have traditionally not had the scale, investment capabilities, or expertise to compete for business deposits. Until now.
Tru Treasury aims to change the banking paradigm and level the playing field for community FIs. Our goal is to enable our clients to serve their business members and clients with market-leading treasury management capabilities, which are traditionally only offered by large banks.
With Tru Treasury, credit unions and community banks will have the expertise, treasury solutions, and operational support to help businesses more efficiently and effectively manage their cash. Our purpose is to power community financial institutions with the resources to grow market share in the commercial banking sector.
Join us at the Tru Treasury Forum on February 28th at 2:00 PM EST to explore how Real-Time Payments (RTP®) can help your credit union attract, retain, and better serve business members.
Learn directly from Amy Smith, AAP, CAE, RTP® expert from The Clearing House, as she shares key insights on how instant payments are transforming financial services.
To add even more excitement - the course is *approved for up to 1 CTP/CCM/AAP Recertification Credit by the Association for Financial Professionals*
Save your spot by registering here: https://lnkd.in/eNPkJh_a
You don't want to miss this!
Join us at the Tru Treasury Forum on February 28th at 2:00 PM EST to explore how Real-Time Payments (RTP®) can help your credit union attract, retain, and better serve business members.
Learn directly from Amy Smith, AAP, CAE, RTP® expert from The Clearing House, as she shares key insights on how instant payments are transforming financial services.
To add even more excitement - the course is *approved for up to 1 CTP/CCM/AAP Recertification Credit by the Association for Financial Professionals*
Save your spot by registering here: https://lnkd.in/eNPkJh_a
You don't want to miss this!
This Presidents’ Day, we reflect on the leadership, vision, and resilience that have shaped our nation.
In observance of the holiday, our offices will be closed on Monday, February 19, and will resume normal operations on Tuesday, February 20.
We wish everyone a restful holiday!
#PresidentsDay#TruTreasury#HonoringLeadership
We're GAC Bound!
John Ballantyne, CMP is packing his bags (and maybe a few surprises! 🎁) for the Government Affairs Conference (GAC) brought to us by America's Credit Unions in Washington, D.C., March 2-6!
If you're curious about how Tru Treasury helps credit unions grow, compete, and serve their business members better...
Schedule a time to meet with John and say the secret phrase: “I need a word.” You’ll get a cool surprise and a great conversation on how we help credit unions win in the treasury space.
📍 Not going to GAC? No worries—drop a comment below, and we’ll set up a virtual chat instead!
Schedule a time here: https://lnkd.in/e57AWtMA
Let’s make this GAC one to remember!
#GAC2024#CreditUnions#TreasuryButFun#CUAdvocacy#LetsConnect
We are so excited to announce that our Kathryn Wood, CMP, passed her Certified Treasury Professional (CTP) exam—and on her first try!!
For those in the treasury and cash management world, you know this is no small feat. This achievement speaks to her dedication, expertise, and commitment to excellence in treasury management.
We couldn’t be prouder to have Kathryn on our team, and we’re excited to see all the great things she will continue to accomplish!
Join us in congratulating her on this incredible milestone!
#CTP#TreasuryManagement#Finance#TeamSuccess#ProudMoment#Congratulations
Kick off the America's Credit Unions Business Lending Roundtable in style at Lending & Libations – an exclusive gathering for industry professionals to connect, share ideas, and build lasting relationships.
Enjoy live music, great food, drinks, prizes, and a room full of professionals who are shaping the future of business lending.
Don’t miss this opportunity to expand your network in a relaxed and inviting setting!
RSVP appreciated: alexis.leonard@trutreasury.com
Huge thanks to Lenders Cooperative for co-hosting this exciting event with us!
Tag your colleagues and friends in the industry – see you there! 👇👇
#Networking#BusinessLending#CreditUnions#ProfessionalNetworking
We’re excited to announce that Tru Treasury will be attending the Business Lending Roundtable hosted by America's Credit Unions on February 5–6, 2025, in San Diego, CA.
Our very own John Ballantyne, CMP and Von Hawthorne, CMP will be representing Tru Treasury. This is a fantastic opportunity to connect, share insights, and explore innovative solutions for business services.
If you’re attending, we’d love to meet! Let’s schedule a time to connect and discuss how Tru Treasury can support your goals.
📩 Message us here or contact John or Von to schedule a time.
We’re looking forward to meaningful conversations and building stronger partnerships. See you in San Diego!
#BusinessLending#Networking#TruTreasury#Roundtable
If your credit union is looking to accelerate deposit growth and retain high-value members, we have an event you can’t afford to miss! This Friday we’re excited to feature special guest, Tony Karalekas, Head of Business Development at ModernFi CUSO, on our Tru Treasury Forum.
Date: 1/24/25
Time: 2:00-3:00 PM EST
Location: Virtual via Teams
Here’s What You’ll Learn:
How extended NCUA insurance accounts attract and retain high-value depositors, including businesses, municipalities, non-profits, and high-net-worth individuals.
Practical strategies to grow deposits and boost member retention.
Why deposit networks are the critical infrastructure your financial institution needs to succeed.
About Tony Karalekas
With a track record of success in financial services, Tony leads Business Development at ModernFi, building strategic partnerships with credit unions to help them achieve their deposit goals. His previous experience at Carta and Citi makes him a leading expert in understanding complex financial systems and delivering impactful solutions for credit unions.
Reserve Your Seat Today!
📩 Comment to Register Now
Don’t miss this exclusive opportunity to gain insider knowledge and practical tools to elevate your credit union’s deposit strategy.
Questions? Contact the Tru Treasury team below.
In observance of Martin Luther King Jr. Day, our office will be closed on Monday, January 20th.
This day serves as a reminder of Dr. King’s impactful legacy of justice, equality, and service to others. Let’s take this opportunity to reflect on his powerful vision for a better world.
We will reopen and resume normal operations on Tuesday, January 21st.
#MLKDay#HonoringDrKing#OfficeClosure
