Tru Treasury

Energizing few days at our annual Tru Treasury team conference! It was great to connect in-person with our board members and plan for the year ahead. The collaborative discussions and insights shared will be invaluable as we set our strategic priorities and bring new initiatives to life in 2025. Grateful for the opportunity to work alongside amazing people and be able to openly collaborate to align on the key focus areas to best support our clients. The team left the conference reinvigorated and eager to deliver even greater value in the new year. Exciting times ahead for Tru Treasury! John Ballantyne, CMP, Von Hawthorne, CMP, Rob Conrad, Casandra Wheeler, CTP, CMP, Jeff Bassett MBA, CTM, CMP, Jeffrey S., Tran Ngoc Piercey, Tanya Olson, MSA, CTP, Christien Brow, David Profitt, Emily Dunt, CMP, Kimberly Miller, CMP, Kathryn Wood, CMP, Yizirui F., Steven Willis, Dan Munro, Dana Tell, Derrick Barber, Douglas Kelley, Fred Campobasso, Heather Luciani, Larry Nichols, Melva McKay-Bass, Rob Bava, Tracie Loudermilk, David Brandt #TeamConference #StrategicPlanning #TruTreasury

Happy Thanksgiving from Tru Treasury! ???? This Thanksgiving, we’re grateful for our incredible team, board members, partners, and clients who make everything we do possible. Your trust and collaboration inspire us daily, and we’re thankful to be a part of your journey. In celebration of the holiday, our offices will be closed on Thursday, November 28th, and Friday, November 29th, to allow our team to spend time with their loved ones. We’ll be back and ready to assist you on Monday, December 2nd. Wishing you all a joyous and warm holiday filled with gratitude, good food, and cherished moments with family and friends! #Thanksgiving #Gratitude #HappyHolidays #TruTreasury

You’re Invited! We’re thrilled to invite you to a CUSO luncheon in Michigan, where we’ll connect, share insights, and enjoy great company. Date: Friday, December 6, 2024 Time: 11:30 AM Location: Lansing Brewing Company This is an excellent opportunity to network with industry professionals, learn about the latest in Treasury Management, and explore how Tru Treasury can help your credit union achieve strategic growth. Seats are limited, so don’t miss your chance to join us! To learn more, contact Melinda Spada or any team member. We look forward to seeing you there! #TruTreasury #NetworkingEvent #Luncheon #TreasuryManagement #CreditUnions #Lansing

Remember: Join us tomorrow at 2 PM EST for a?Tru Treasury?Forum session on strategies for growing and retaining commercial deposits in niche markets with special guest Nathan Baumeister! We are also excited to hear from our reoccurring segments: Tru News with Jeffrey S. Merchant Minute with Sean Broderick Compliance Corner with Melissa Osborn, CUCE, BSACS This one is for you if you want to grow your commercial deposits. Reach out to us for the link to join!

We are excited to announce CSE Federal Credit Union has teamed up with Tru Treasury to deliver exceptional business member experiences! Together, we're transforming treasury management and driving growth. #Partnership, #TreasuryManagement #CUBusiness?

Join Us for the Tru Treasury Forum This Friday!? We’re thrilled to welcome Nathan Baumeister, CEO and Co-founder of ZSuite Tech, as our special guest speaker. Nathan will share insights on "Innovative Strategies for Commercial Deposit Growth: Tailoring Solutions to Industry Needs." Discover how niche markets like property management, law firms, and 1031 exchanges present growth opportunities. Nathan will highlight strategies for attracting and retaining these specialty deposits while leveraging technology to meet their unique needs.? ?? When: This Friday,?Nov. 22nd @ 2 PM EST ?? Where: Virtually via Teams This is a fantastic opportunity to learn from a leading expert in the field and connect with peers shaping the future of financial services.? Want to Join the Forum? Click here to enroll today: https://lnkd.in/eNPkJh_a #TruTreasuryForum #CommercialDeposits #Innovation #ZSuiteTech #FinancialServices??

Don’t Miss This Month’s Tru Treasury Newsletter!? Our latest newsletter is packed with valuable insights and updates to help your credit union grow its business services.? What’s Inside? - Expert Strategies: Learn how to attract and retain business members.?? - Tru Highlights: See how we’re collaborating to drive innovation.?? - Upcoming Events: Join us for the Tru Treasury Forum on November 22nd.? Stay informed, inspired, and ready to elevate your treasury program with Tru Treasury.? #CreditUnion #TreasuryManagement #TruTreasury #BusinessGrowth

Big changes are happening at Tru Treasury! After years of incredible service, Larry Nichols will be stepping down from our board. Larry’s dedication, wisdom, and signature style have made a lasting impact on our team, and we’re so grateful for everything he’s done to move us forward. Thank you, Larry, for being such an essential part of our journey. With that, we’re thrilled to welcome Tracie Loudermilk as our newest board member! Tracie brings fresh perspectives and energy, and we’re excited to see where her guidance will take us next. Here’s to wonderful memories and new chapters ahead!

As Veterans Day approaches, we want to extend a heartfelt salute to two remarkable individuals on our team: CEO, John Ballantyne, CMP, an Army Aviator veteran, and Jeff Bassett MBA, CTM, CMP, a Marine Sergeant veteran. To Jeff, John, and all veterans, we honor you. Your resilience, courage, and sacrifices have paved the way for our freedoms and shaped our nation. For every moment spent away from loved ones, for every challenge faced, and for every commitment to our ideals—thank you. Your service inspires us all. All Tru Treasury offices will be closed on Monday, November 11, and will reopen on Tuesday, November 12. #veteransday #thankyou

We are thrilled to announce that Dort Financial Credit Union has teamed up with Tru Treasury to deliver exceptional business member experiences! Together, we're transforming treasury management and driving growth. #Partnership #TreasuryManagement #CUBusiness