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The Treasury Career Corner

Mike Richards

In this weekly podcast I interview Treasury professionals from across the globe about their treasury careers.

I talk to them about their roles, how they built their careers, where they are now and where do they see both themselves and the treasury profession developing. Other areas we talk about include;

-Career highlights and lowlights
-Where they got their big break
-What they see as key to their success
-Where do their careers go from here?
-What do they see as the future of the Treasury profession

As a treasury recruitment company, we also explore treasury talent issues and what they believe is the future for treasury profession?

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  • 21 episodes
  • weekly
  • Avg 50 min
  • English

Episodes 21

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  • #446
    Tuesday · 45 min

    Why AI Will Challenge Treasury Professionals Who Fail to Adapt

    AI is reshaping how treasury professionals analyse information, manage workloads and make decisions. In this episode, Manoj Panda, Vice President and Treasurer at Bausch + Lomb, draws on more than 20 years of global finance and treasury leadership experience to explain why the greatest risk may not be AI replacing treasury professionals, but AI-enabled colleagues outperforming those who fail to adapt. Manoj Panda has extensive experience leading capital markets, IPO execution, debt financing, FX risk management and global treasury operations for Fortune 500 and public companies. In his current role as Vice President and Treasurer at Bausch + Lomb he oversees key areas including capital structure, cash management and financial risk management. Throughout the conversation, Manoj reflects on how experience across risk management, capital markets and treasury operations helped him build the breadth required for senior leadership. He also explains why understanding the business behind the numbers is essential when managing complex financing transactions and communicating with investors, rating agencies and senior stakeholders. The episode explores how treasurers can become trusted advisers by identifying problems early, presenting practical solutions and building strong relationships across the organisation. Manoj also shares how AI can improve productivity, accelerate decision-making and reduce data constraints, while emphasising that human judgement, technical expertise and the ability to ask the right questions will remain critical. What We Cover in This Episode: How rotations across finance and treasury can strengthen long-term career development The value of combining capital markets experience with treasury operations How financing transactions differ across investment-grade and lower-rated businesses Why treasurers need a detailed understanding of business and cash-flow drivers How stakeholder management changes when moving into a treasury leadership role Why presenting solutions helps treasurers become trusted advisers to the CFO How hiring, empowering and connecting global teams improves performance The opportunities and risks AI presents for treasury professionals You can connect with Manoj Panda on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. Filter by CTP Eligible at https://treasuryrecruitment.com/podcasts/ 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code: MKTG/B/TRP10. Book here: https://treasuryrecruitment.com/partners/eurofinance/ 👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

  • #445
    August 18 · 28 min

    Why Cash Forecasting Is Part Science, Part Art and Always Changing

    Cash forecasting has transformed dramatically as treasury has moved from manual processes and spreadsheets to automation, APIs and AI. But for Kim Kelly-Lippert, accurate forecasting still depends on something technology cannot replace: business understanding, strong relationships and human judgement. Kim Kelly-Lippert is Manager, Treasury Operations at American Honda Motor Company, Inc. In this episode, she shares her perspective on cash forecasting, treasury leadership, technology, team development and the importance of building strong relationships across the business. Kim joins the show to discuss how treasury continues to evolve and why professionals need to evolve with it. She explains why cash forecasting is both a science and an art, combining technology, historical trends and analytics with business knowledge, context and experience. The conversation explores the transition from technical treasury expertise into leadership, developing high-performing teams, mentoring future treasury professionals and building valuable internal and external relationships. Kim also shares her perspective on automation and AI, including why treasury professionals should remain curious, keep learning and embrace the technologies changing the profession. What We Cover in This Episode: Why cash forecasting is part science, part art and constantly changing. How technology, historical data and business context combine to improve forecasting. Why forecasting should be viewed as a business process, not only a treasury process. The shift from technical treasury expertise to leadership and setting direction. Why relationships, networks, mentors and sponsors matter throughout a treasury career. Building strong treasury teams through technical capability, people skills and character. How automation, real-time payments and AI are changing treasury. Why staying nimble, curious and open to change is essential for long-term growth. You can connect with Kim Kelly-Lippert on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. Filter by CTP Eligible at https://treasuryrecruitment.com/podcasts/ 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code: MKTG/B/TRP10. Book here: https://treasuryrecruitment.com/partners/eurofinance/ 👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

  • #444
    August 11 · 57 min

    Why Treasury Technology Needs More Than Just AI to Deliver Value

    AI may be dominating the technology conversation, but delivering real value in treasury requires much more than adopting the latest tools. Felix Meyer, Treasury Technology and IS Head at ABB Capital AG, returns to the show to explore why strong data, fit-for-purpose systems, cybersecurity awareness, effective project management and specialist knowledge are all essential to successful technology transformation. Felix Meyer works as Treasury Technology and IS Head at ABB Capital AG, the in-house treasury and corporate finance centre of the ABB Group. In his role, Felix oversees key treasury applications, reviews ABB’s internal technology landscape and assesses external systems and market developments to determine which solutions can deliver meaningful value within the organisation. In this updated episode, Felix explains how treasury teams can respond to rapid technological change without becoming distracted by hype. Drawing on a recent global treasury management system implementation, he discusses the importance of involving stakeholders early, selecting experienced implementation partners and setting realistic expectations around project timelines. Felix also explores the foundations required before treasury teams can take advantage of AI, including harmonised data, system resilience, traceability and appropriate backups. The conversation covers cybersecurity, skills development, insourcing specialist knowledge and the potential for real-time payments to move corporate treasury closer to becoming truly real time. Main topics discussed: Balancing internal treasury needs with developments in the external technology market. Why existing treasury systems must regularly be assessed to ensure they remain fit for purpose. Building clean, harmonised data foundations for AI and advanced analytics. Why cybersecurity is a direct treasury concern and how targeted training can reduce organisational risk. Lessons from delivering a global TMS rollout across approximately 45 countries. The importance of early stakeholder involvement, experienced partners and realistic timelines. Developing stronger technology, project management and communication skills in treasury. How insourcing specialist technology knowledge can improve response times and deliver value more quickly. You can connect with Felix Meyer on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. Filter by CTP Eligible at https://treasuryrecruitment.com/podcasts/ 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code: MKTG/B/TRP10. Book here: https://treasuryrecruitment.com/partners/eurofinance/ 👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

  • #443
    August 4 · 46 min

    Why Treasury Needs People Who Use AI, Not People Who Fear It

    Luke Maclean, Senior Global Treasury Director at CBRE, joins this episode to explore why the future of treasury belongs to people who use AI, not people who fear it. From automating repetitive work to leading global teams with trust, curiosity, and clarity, Luke shares how treasury professionals can stay valuable in a fast-changing world. In this episode Mike is joined by Luke Maclean, Senior Global Treasury Director at CBRE. Luke leads a global treasury function across multiple regions, with teams in Singapore, London, Latin America, and North America. His role covers regional treasury teams, FX, back office, systems, trade finance, and wider treasury operations. Luke shares his perspective on what modern treasury leadership really requires, from understanding the operational “plumbing” of treasury to building trust across global teams and business functions. A major focus of the conversation is AI. Luke explains why AI is not the value itself, but a tool that helps treasury teams unlock something far more valuable: their time. He shares how his team is using AI tools such as Claude to automate repetitive tasks, improve reporting, support cash forecasting, and give people more space to focus on strategic work. The episode also covers leadership, hiring, culture, project management, systems transformation, and why treasury remains, above all else, a people business. Topics discussed: Why AI is a tool for treasury, not a replacement for judgement. Why team time is the real value AI helps unlock. How automation can support better cash forecasting and reporting. How to lead global treasury teams across different regions and cultures. How leaders can step back without losing control. Why treasury professionals need to understand the operational “plumbing.” The hidden value of back office experience. How clear communication helps build consensus in complex organisations. How project management skills support treasury transformation. Why treasury is built on relationships, trust, and credibility. You can connect with Luke Maclean on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. Filter by CTP Eligible at https://treasuryrecruitment.com/podcasts/ 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code: MKTG/B/TRP10. Book here: https://treasuryrecruitment.com/partners/eurofinance/ 👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

  • #442
    July 28 · 1 hr 5 min

    How Treasury Leaders Build Stronger Business Partnerships

    Treasury is evolving fast - and the leaders who succeed today are the ones who can bridge strategy, technology, risk, and business partnership. In this returning guest episode, Karen Van den Driessche, former Vice President, Group Treasurer and Head of Tax at LIPTON Teas and Infusions, shares how treasury professionals can move beyond operational responsibilities to become trusted advisors across the organisation. Karen Van den Driessche returns to the podcast to discuss the next chapter of her career journey since first appearing on the show several years ago. As the former Vice President and Group Treasurer, Head of Tax at LIPTON Teas and Infusions, Karen reflects on the lessons learned through restructurings, refinancing challenges, technology transformation, leadership evolution, and combining treasury with tax responsibilities. Throughout the conversation, Karen shares practical insights on leadership, mentoring, treasury transformation, automation, business partnering, and why treasury remains one of the most exciting functions in finance. What We Cover in This Episode: Karen’s career journey since her first appearance on the podcast Why treasury leadership is shifting towards business partnership Lessons learned from restructurings, refinancing, and covenant negotiations Building treasury functions during periods of organisational change Why strong treasury teams should make leaders “redundant” The growing importance of technology, automation, and visibility in treasury Combining treasury and tax under one leadership structure The importance of translating technical finance topics into business language How mentorship and coaching shaped Karen’s career Why treasury professionals need both technical expertise and communication skills The changing expectations of younger generations entering treasury How ATEB and the treasury community continue to evolve Why treasury remains a rewarding long-term career path You can connect with Karen Van den Driessche on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. Filter by CTP Eligible at https://treasuryrecruitment.com/podcasts/ 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code: MKTG/B/TRP10. Book here: https://treasuryrecruitment.com/partners/eurofinance/ 👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

  • #441
    July 21 · 45 min

    Why Treasury and Tax Must Work Together, Not Stay Siloed

    Treasury and tax are often treated as separate functions, but when capital, cash, risk, debt, and business strategy are all connected, working in silos can create costly problems. In this episode, we chat with Robert Westreich, Senior Vice President, Treasurer and Chief Tax Officer at Newell Brands and explore why modern treasury leaders need curiosity, cross-functional awareness, and strong communication to make better decisions for the business. Robert currently serves as Senior Vice President, Treasurer, and Chief Tax Officer of Newell Brands, where he leads the company’s global tax, treasury, and global business services organizations. On the podcast Robert shares how his career evolved from tax into treasury, and how intellectual curiosity helped him move across functions, build broader business understanding, and take on increasingly complex leadership responsibilities. The conversation explores the powerful connection between tax and treasury, particularly around cash movement, capital structure, debt management, repatriation, acquisitions, divestitures, and risk. Robert explains why treasury professionals do not need to become tax experts, but they do need to understand how tax decisions can affect treasury outcomes, and vice versa. The episode also covers leadership, team empowerment, AI in finance, and practical career advice for treasury professionals at every level. What We Cover in This Episode: How curiosity helped Robert move from tax into treasury leadership. Why tax, treasury, legal, and business strategy are more connected than ever. The hidden tension between tax efficiency and treasury’s need for cash. Why siloed teams can accidentally disrupt major transactions. How tax and treasury meetings create better visibility and fewer surprises. What treasury leaders must understand about debt, credit ratings, covenants, and capital structure. How to lead complex global teams without getting lost in the detail. Why empowered people are essential for managing fast-moving workstreams. Where AI can genuinely improve treasury, tax, and finance processes. Why AI still needs human judgment when mistakes can cost millions. How early-career treasury professionals can turn repetitive work into career advantage. Why putting your hand up can open doors long before a formal review. You can connect with Robert Westreich on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. Filter by CTP Eligible at https://treasuryrecruitment.com/podcasts/ 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code: MKTG/B/TRP10. Book here: https://treasuryrecruitment.com/partners/eurofinance/ 👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

  • #440
    July 14 · 58 min

    Why Treasury Technology Needs to Solve Problems, Not Chase Buzzwords

    Treasury technology is moving fast, but the real value comes from knowing what problem you are trying to solve before choosing the system, tool, or innovation to help you solve it. In this returning guest episode, host Mike Richards welcomes back Séverine Le Blévennec, Global Head of Treasury at Aliaxis. On this week’s podcast we welcome back Séverine Le Blévennec, Global Head of Treasury at Aliaxis, for an update on her treasury transformation journey. Having joined the show previously, Séverine returns to share what has changed over the past few years, how the treasury function at Aliaxis has evolved, and why technology, AI, governance, and data quality must all be connected to real business needs. Séverine discusses the progress made in building a more mature global treasury function, including the creation of a global treasury community, the implementation of treasury technology, the rollout of a payment hub, improved cash visibility, stronger governance, and the importance of developing treasury talent. She also shares her views on AI in treasury, explaining why teams need to balance opportunity with risk, and why clean data, transparency, and strong fundamentals matter more than ever. Main topics discussed: Aliaxis’ treasury transformation journey and progress toward greater maturity. Building a clearer global treasury community with stronger ownership. Choosing treasury technology based on real problems, not buzzwords. Rolling out treasury systems, payment hubs, and cash visibility tools. Strengthening governance, policies, controls, and treasury processes. Supporting regional treasury teams while respecting local complexity. Managing AI opportunities, risks, governance, and data quality. Developing treasury talent through learning, cross-training, and knowledge sharing. Challenging the status quo and expanding treasury’s business value. Keeping treasury strategic while embracing technology and innovation. You can connect with Séverine Le Blévennec on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. Filter by CTP Eligible at https://treasuryrecruitment.com/podcasts/ 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code: MKTG/B/TRP10. Book here: https://treasuryrecruitment.com/partners/eurofinance/ 👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

  • #439
    July 7 · 1 hr 4 min

    How Treasury Earns Its Seat at the Table Through Trust

    Treasury is no longer a quiet back-office function that only gets noticed when cash runs short. In this live Treasury Career Corner panel, three senior treasury leaders explain how trust, relationships, commercial understanding, and curiosity are what truly help treasury earn influence across the business. Meet the Guests: Louise Woodroffe, Head of Treasury at Hastings Direct Mike Tackley, Global Head of Treasury, Howden Insurance Joanne McCormack, Treasury Director In this live recorded episode from our Treasury Career Corner event in London, host Mike Richards is joined by: Louise Woodroffe, Head of Treasury at Hastings Direct, with previous treasury experience at Marks & Spencer, Burberry, and across mining and real estate. Mike Tackley, Global Head of Treasury, Howden Insurance, with previous experience scaling the treasury function at Chrysaor and working across treasury roles at BG Group. Joanne McCormack - An experienced treasury leader whose career has taken her through Time Warner Inc, Warner Music Group, GE Capital Real Estate, Travelport, and Interpublic Group. This episode explores what it really takes to build a successful treasury career and become a trusted voice within the wider business. The panel discusses how their careers evolved across different industries, why treasury professionals need to understand the business behind the numbers, and how strong relationships can open doors that technical skills alone cannot. The conversation also looks at the future of treasury, including the role of AI, automation, data quality, and prompt skills. While technology is becoming more important, the panel is clear that human judgement, commercial awareness, and trust remain essential. Key topics discussed: How each guest found their way into treasury through different routes and career paths. Why treasury professionals should stay open to opportunities rather than relying only on a fixed career plan. The importance of understanding the business, not just the treasury function. How treasury earns a seat at the table by building trust, protecting the business, and adding commercial value. Why relationship-building is essential when joining a new company or building a treasury function from scratch. How treasury teams can become stronger business partners across the business. The role of AI and automation in treasury. How networking, recruiters, and industry events can shape long-term career opportunities. What hiring managers really look for. Why technical qualifications such as ACT can help open doors, but behaviours and relationships often determine progression. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. Filter by CTP Eligible at https://treasuryrecruitment.com/podcasts/ 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code: MKTG/B/TRP10. Book here: https://treasuryrecruitment.com/partners/eurofinance/ 👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

  • #438
    June 30 · 43 min

    Why Treasury Leadership Is About More Than Technical Knowledge

    What does it really take to step into a Group Treasurer role? In this episode, Kate Randall, Group Treasurer at Balfour Beatty plc shares why treasury leadership is about far more than technical knowledge, covering confidence, decision-making, stakeholder management, bank relationships, AI and the importance of staying curious throughout your career. Kate Randall is Group Treasurer at Balfour Beatty plc, a leading international infrastructure group operating across the UK, US and Hong Kong. On this episode Kate shares how she found her way into treasury after an early career in finance, and how curiosity, resilience and strong mentors helped shape her progression. She also discusses her move into the Group Treasurer role at Balfour Beatty, the leadership shift that comes with stepping up, and why treasury professionals need to build confidence, relationships and commercial judgement alongside technical skills. This episode is a great reminder that treasury careers are rarely perfectly planned. Kate’s story shows how asking questions, taking opportunities before you feel fully ready, and learning to back yourself can shape a successful treasury leadership career. What We Cover in This Episode: Kate’s move from finance into treasury Early career setbacks and rebuilding confidence The role of curiosity in discovering and growing within treasury Learning through the financial crisis and wider project roles The value of mentoring, sponsorship and strong role models Stepping up from Deputy Group Treasurer to Group Treasurer Why treasury leadership relies on influence, judgement and relationships AI, TMS implementation and the importance of cash forecasting at Balfour Beatty You can connect with Kate Randall on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. Filter by CTP Eligible at https://treasuryrecruitment.com/podcasts/ 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code: MKTG/B/TRP10. Book here: https://treasuryrecruitment.com/partners/eurofinance/ 👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

  • #437
    June 23 · 1 hr 7 min

    Why Curiosity Is the Most Valuable Skill in Treasury

    In a profession defined by uncertainty, the treasury leaders who thrive are the ones who never stop learning. In this live Treasury Career Corner panel discussion from our Amsterdam event, three experienced treasury leaders explore why curiosity, continuous learning, networking, and understanding the wider business are the skills that drive long-term success in treasury. Meet the Guests: Marco Schuchmann, Director Treasury at Bruker Lorena Pérez Sandroni, Group Treasurer at TMF Group Feliks Indenbaum, Head of Group Treasury, JetBrains Recorded live in Amsterdam, this Treasury Career Corner panel brings together three senior treasury professionals to discuss how treasury careers are built, developed, and sustained in an increasingly complex business environment. The conversation explores the importance of curiosity, proactive learning, networking, leadership, and understanding the wider business. The panel also shares practical insights on managing treasury teams, embracing technology and AI responsibly, handling uncertainty, and preparing for the future of the profession. Whether you're just starting your treasury career or leading a global treasury function, this episode provides valuable lessons on developing the skills that matter most. Key topics discussed: How each panellist found their way into treasury and built their career Building treasury functions from the ground up Why curiosity remains one of the most valuable career skills in treasury Developing both technical treasury expertise and soft skills How treasury professionals can become better business partners The role of networking in career development and professional growth Building relationships across the organisation to create influence Creating a culture where teams can learn from mistakes Developing future treasury leaders through trust and empowerment How AI and technology are changing treasury operations Why treasury remains cautious in adopting new technologies Managing uncertainty, volatility, and financial risk The future direction of treasury and the evolving role of the treasurer Building high-performing treasury teams and securing resources for growth --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. Filter by CTP Eligible at https://treasuryrecruitment.com/podcasts/ 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code: MKTG/B/TRP10. Book here: https://treasuryrecruitment.com/partners/eurofinance/ 👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

  • #436
    June 16 · 1 hr 9 min

    Say Yes More Often: Why the Best Treasury Careers Start with Curiosity

    What separates good treasury careers from great ones? According to this panel of treasury leaders, it often comes down to curiosity, reliability, and a willingness to say yes to opportunities before you feel completely ready. This special live episode from our Dublin event features a panel of experienced treasury professionals sharing their career journeys, leadership lessons, and views on the future of the profession. Meet the Guests: John James Dunne, Founder & Principal at Elevate Treasury Advisory Donna Foley, Global Treasury Director at Sandisk Rónán Clifford, Senior Director of Treasury and EMEA Treasury Lead at Honeywell Aimee Cullen, Director Global Cash at Carrier Recorded LIVE in Dublin, this panel discussion explores the realities of building a successful treasury career. The conversation covers career progression, professional qualifications, talent development, leadership, international opportunities, and the growing impact of AI on treasury teams. The panellists share candid reflections on their own career journeys, including the opportunities they embraced, the challenges they overcame, and the lessons they wish they had learned earlier. They also discuss what they look for when hiring treasury talent and why relationship-building, curiosity, and business partnering are becoming increasingly important skills for treasury professionals. Key topics discussed: How each panellist found their way into treasury careers The role of treasury qualifications and professional education Why continuous learning remains important throughout a career Developing treasury careers within large multinational organisations The value of international assignments and global experience How to create opportunities for career progression Building credibility and earning a seat at the table What treasury leaders look for when recruiting new talent The importance of soft skills, communication, and stakeholder management Coaching, mentoring, and developing treasury teams Treasury's role as a business partner across the organisation AI, automation, and the future of treasury operations Why treasury professionals must understand the business behind the numbers Lessons learned from working across different countries and cultures Career advice the panellists would give their younger selves --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. Filter by CTP Eligible at https://treasuryrecruitment.com/podcasts/ 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code: MKTG/B/TRP10. Book here: https://treasuryrecruitment.com/partners/eurofinance/ 👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

  • #435
    June 9 · 46 min

    Treasury Networking Strategies That Create Long-Term Career Growth

    Recorded live at the Kyriba Live in Las Vegas, this episode features Sabrina Janulis, Benjamin Seal, and Brian Gittelman sharing honest insights into treasury careers, leadership, networking, treasury transformation, and the skills needed to build long-term career growth in the profession. Here's the YouTube video of the session - https://youtu.be/YeNOj70MZMg Meet Our Guests: Benjamin Seal, Director, Global Treasury & Risk Management at Inotiv, bringing a unique perspective on treasury leadership shaped by healthcare, process transformation, and global treasury experience. Sabrina Janulis, Director of Treasury at Baxter International, known for leading treasury transformation initiatives and championing relationship-driven career growth. Brian Gittelman, Deputy Treasurer at Kapitus, sharing insights on treasury strategy, financial services, professional networking, and technology implementation. In this live panel discussion, the guests explore how treasury careers are often shaped by unexpected opportunities, strong professional relationships, and continuous learning. The conversation covers transitioning into treasury from different professional backgrounds, implementing treasury technology, managing banking relationships, and developing leadership skills that support long-term career progression. The panel also shares practical advice for treasury professionals looking to grow their careers, including how to advocate for yourself, leverage networking opportunities, and stay open to new experiences that expand your skill set. What We Cover in This Episode: Why treasury careers are rarely linear The role of networking and mentorship in career progression Treasury transformation and implementation Managing banking relationships and reducing banking complexity Treasury technology, AI, APIs, and data readiness The importance of process improvement and cross-functional collaboration How treasury professionals can position themselves for promotions The value of certifications like the CTP Practical strategies for advocating for yourself professionally Why curiosity and listening are critical leadership skills Lessons learned from treasury leadership during COVID The importance of understanding end-to-end treasury processes --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code, visit here - https://treasuryrecruitment.com/partners/eurofinance/ 👉 Find out more about all our partners: https://treasuryrecruitment.com/partners/

  • #434
    June 2 · 45 min

    Building an AI-Driven Treasury Team for the Future

    AI is reshaping treasury faster than most finance teams realize - and the professionals willing to evolve now will define the future of the function. In this episode Bojan Belejkovski, Vice President Finance & Treasury at Voltava, discusses how finance leaders can embrace AI, build future-ready treasury teams, and stay ahead in a rapidly changing industry. Bojan Belejkovski is the Vice President Finance & Treasury at Voltava. A finance executive and transformation leader he has more than 17 years of experience across automotive manufacturing, food and distribution, sports and entertainment, and real estate development. He specializes in treasury transformation, liquidity strategy, AI-driven finance solutions, and digitalization initiatives. Bojan is also the author of Treasury 2.0: Future-Proofing Finance with AI and holds an MBA from the University of Illinois alongside his Certified Treasury Professional (CTP) designation. On the episode Bojan shares his journey from studying international law to becoming a treasury leader driving AI-powered transformation across global organizations. He discusses how treasury has evolved from a largely manual function into a strategic business partner focused on automation, analytics, and real-time decision-making. The conversation explores how AI is already changing forecasting, reconciliations, variance analysis, and treasury operations - while also redefining the skills future treasury professionals will need to succeed. What We Cover in This Episode: Moving from law into treasury and finance leadership Lessons from M&A, treasury transformation, and global operations How AI and automation are changing treasury workflows Building centralized and technology-driven treasury teams Using AI-driven forecasting and variance analysis to improve efficiency Why treasury professionals must continuously learn and adapt The future skills treasury professionals need to stay competitive Creating cross-functional “positionless” treasury teams Why treasury is becoming more strategic within organizations You can connect with Bojan Belejkovski on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code, visit here - https://treasuryrecruitment.com/partners/eurofinance/ 👉 Find out more about all our partners: https://treasuryrecruitment.com/partners/

  • #433
    May 26 · 1 hr 1 min

    How Treasury Professionals Build Careers Through Networking

    In this live panel discussion from TEXPO, senior treasury leaders, Meredith Vance, Emily Howell, and Bruce Perry share how networking, mentorship, intentional career moves, and continuous learning helped shape their paths from accidental entrants into treasury to leading global treasury organisations. Meet the Guests: Meredith Vance, Senior Vice President and Global Treasurer at NTT Data Emily Howell, Corporate Treasurer & Senior Director of Treasury & Risk at Copart Bruce Perry, Senior Vice President and Treasurer at Gainwell Technologies Recorded live at TEXPO, this episode explores how treasury professionals can intentionally build rewarding and long-lasting careers in treasury leadership. The panel discusses their different career journeys into treasury, the importance of education and the CTP qualification, how mentorship and networking accelerate career progression, and why treasury remains one of the most relationship-driven areas of finance. The conversation also covers leadership, treasury technology, scaling global treasury organisations, navigating acquisitions and transformations, and how treasury professionals can continue developing their careers in a rapidly changing environment. Key topics discussed: How each panelist entered the treasury profession Building a treasury career intentionally versus “falling into” treasury The role of the CTP qualification and continuing education Why networking is critical for treasury career growth Mentorship and developing future treasury leaders Expanding treasury skillsets through strategic career moves Treasury leadership during acquisitions, carve-outs, and transformations Building global treasury organisations from the ground up Selecting treasury technology and treasury management systems The importance of relationships across treasury, banking, and the wider business Managing treasury teams in remote and hybrid environments How treasury professionals can become more comfortable networking and building industry connections --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code, visit here - https://treasuryrecruitment.com/partners/eurofinance/ 👉 Find out more about all our partners: https://treasuryrecruitment.com/partners/

  • #432
    May 19 · 39 min

    From Treasury Analyst to Healthcare Treasurer: Lessons in Leadership

    A treasury career isn’t built on technical skills alone - it’s shaped by storytelling, decision-making, and mastering complexity. In this episode, Tony (Phong) Vu, Treasurer of Broward Health, shares how these elements have defined his journey from treasury analyst to leading treasury in a complex healthcare environment. Tony (Phong) Vu is the Treasurer of Broward Health, with extensive experience across public sector treasury roles, including higher education. From Treasury Analyst to four-time Treasurer, he has built deep expertise in managing cash, investments, and debt while navigating complex stakeholder environments. In this episode, we explore his career journey from corporate finance to leading treasury in healthcare, highlighting the shift from specialization to broad leadership. The conversation also emphasizes the importance of strong fundamentals, along with how storytelling and data drive better decision-making. We also examine the differences between corporate and public sector treasury, the complexity of healthcare finance, and why curiosity and decision-making are critical skills in an increasingly AI-driven environment. What We Cover in This Episode: Transitioning from treasury analyst roles into senior leadership positions Moving from corporate treasury into public sector and healthcare Managing cash, investments, and debt across large, complex organizations Building and implementing internal banking and centralized investment structures Navigating stakeholder management in decentralized institutions The complexity of tax-exempt debt and public finance Differences between corporate “margin” focus and public sector “mission” focus Using dashboards and data to improve cash visibility and decision-making Simplifying treasury processes by returning to first principles The evolving role of treasury with technology and AI The importance of storytelling in explaining treasury to stakeholders You can connect with Tony (Phong) Vu on LinkedIn. -- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code, visit here - https://treasuryrecruitment.com/partners/eurofinance/ 👉 Find out more about all our partners: https://treasuryrecruitment.com/partners/

  • #431
    May 12 · 37 min

    Building Global Treasury Impact Through Data and Analytics

    Building global treasury impact requires more than technical skills - it demands data-driven insight, strong relationships, and the ability to influence across the business. This week’s guest is Takachida Kuhudzai, Head of Treasury at Avon. With a career spanning banking, corporate treasury, and global leadership roles, he has developed deep expertise in analytics, working capital optimisation, and navigating complex international markets. In this episode, Takachida Kuhudzai, Head of Treasury at Avon shares his journey from starting in banking to leading global treasury functions. He reflects on how early experience in FX trading shaped his ability to operate in fast-moving environments, and how transitioning into corporate treasury gave him a broader understanding of how businesses operate. A key highlight is his work in building a global working capital analytics platform, which became a central tool for decision-making and helped unlock significant cash flow across the organisation. He also discusses the importance of stakeholder relationships, tailoring treasury strategies to different markets, and managing complexity in volatile environments. The episode also explores his current role at Avon, where he has been instrumental in transforming treasury operations and supporting the company’s transition to private equity ownership. What We Cover in This Episode: Career journey from banking into corporate treasury Experience in FX trading and fast-paced financial markets Transition to corporate treasury and understanding business operations Building and scaling a global working capital analytics platform Using data to unlock cash flow and drive decision-making Stakeholder management and influencing across global teams Adapting treasury strategies to local market constraints Managing volatility and risk in emerging markets Leading treasury transformation during organisational change at Avon The role of technology and data in the future of treasury Developing leadership, communication, and influence You can connect with Takachida Kuhudza on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code, visit here - https://treasuryrecruitment.com/partners/eurofinance/ 👉 Find out more about all our partners: https://treasuryrecruitment.com/partners/

  • #430
    May 5 · 1 hr 3 min

    How Treasurers Move from Operational Roles to Strategic Impact

    Most treasury careers don’t follow a plan - they evolve through unexpected opportunities, bold decisions, and continuous reinvention. Recorded LIVE from our Treasury Career Corner event in New York, this episode brings together three senior treasury leaders - Bob Kane, Deepali Chawla, and Keith Gaub to share how their careers evolved from chance beginnings into strategic leadership roles. In this LIVE session in New York, three experienced treasury leaders share how their careers evolved - often unexpectedly - into senior strategic roles. From accidental entries into treasury to leading global teams and influencing enterprise decisions, the discussion explores how treasury has shifted from an operational function to a critical strategic partner. Meet the Guests: Bob Kane (Vice President, Corporate Treasurer at Neptune Retail Solutions) - transitioned from FP&A and finance roles into treasury, building expertise through experience and professional networks. Deepali Chawla (Chief Treasury Officer at Moody’s Corporation) - began in finance operations before moving into treasury, progressing through global roles and leadership positions across multiple organisations. Keith Gaub (Vice President & Assistant Treasurer at Bristol-Myers Squibb) - started in banking and moved into corporate treasury, where he helped build treasury functions and lead major capital markets activities. The panel highlights the importance of adaptability, internal and external relationship management, and maintaining a forward-looking mindset in a rapidly changing environment shaped by technology, AI, and global business dynamics. Key topics discussed: Non-linear treasury career paths: Careers shaped by chance rather than structured planning From operations to strategy: Treasury evolving into a key driver of enterprise decision-making Learning through experience: On-the-job development as a core driver of career growth Enterprise mindset and internal influence: Building cross-functional relationships and business understanding Managing banking relationships: Using transparency and communication to balance partnerships and outcomes Leading global teams: Driving ownership and alignment across regions in a hybrid environment AI and technology in treasury: Embracing innovation while maintaining control and judgment Career progression strategies: Leveraging networking, visibility and intentional career planning Execution and credibility: Delivering consistently and producing decision-grade outputs --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code, visit here - https://treasuryrecruitment.com/partners/eurofinance/ 👉 Find out more about all our partners: https://treasuryrecruitment.com/partners/

  • #429
    April 28 · 37 min

    How Innovation and Automation Transformed Treasury at a Leading University

    How do you transform a treasury function from manual processes into an AI-powered, automation-driven strategic partner? In this episode, we’re joined by Karen Kearney, Treasurer at Stanford University. She leads treasury across one of the world’s most complex and innovative institutions, overseeing areas including capital markets, cash management, and financial strategy within a large, mission-driven environment. On the episode Karen Kearney, Treasurer at Stanford University shares her unconventional journey into treasury, from starting in audit to exploring a career in the culinary world before returning to finance and ultimately leading treasury at Stanford. The conversation dives into how treasury can evolve into a strategic function through innovation, automation, and collaboration. Karen explains how her team implemented predictive cash forecasting, automated complex processes, and developed in-house solutions that outperform market offerings. She also discusses the unique challenges of operating in a nonprofit, consensus-driven environment, the importance of institutional understanding, and how AI will shape the future of treasury. What We Cover in This Episode: Transitioning from audit to treasury through a non-linear career path The complexity of managing finances in a large research university Differences between corporate and nonprofit treasury environments Driving transformation through automation and process optimisation Managing a multi-billion-dollar debt portfolio and internal banking structure Creating a scalable merchant services solution and winning a major industry award The role of innovation and Silicon Valley influence on treasury strategy Elevating treasury as a strategic partner within an organisation The growing importance of AI, data quality, and upskilling in finance Future skills required for treasury professionals Career advice: embracing opportunities and continuous learning You can connect with Karen Kearney on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code, visit here - https://treasuryrecruitment.com/partners/eurofinance/ 👉 Find out more about all our partners: https://treasuryrecruitment.com/partners/

  • #428
    April 21 · 1 hr 5 min

    How to Build a Treasury Function and Drive Strategic Value

    Building a treasury function from scratch is only the beginning - turning it into a strategic engine is where the real impact happens. This week, we welcome back Ben Loper, Senior Vice President & Corporate Treasurer at Hilton Grand Vacations. A returning guest to the podcast, Ben joins us for an update episode, sharing how his role and treasury itself has evolved since his first appearance, now overseeing a multi-billion-dollar financing business alongside treasury operations. In this follow-up conversation, Ben Loper, now Senior Vice President & Corporate Treasurer at Hilton Grand Vacations walks through his journey from banking and equity research into corporate treasury, and how he helped build a treasury function from scratch within a newly independent company. He shares how treasury has evolved from a back-office function into a strategic partner in capital allocation, risk management, and growth, and reflects on the realities of scaling teams, navigating acquisitions, and operating in an increasingly complex global environment. The discussion also explores the future of treasury, including technology, payments, remote working challenges, and why treasury professionals must think beyond operations to deliver real business value. Key topics discussed: Transitioning from banking and equity research into corporate treasury Building a treasury function from scratch in a newly spun-out company Scaling treasury through acquisitions and rapid business growth The role of treasury in capital allocation and strategic decision-making How banking experience translates into corporate treasury success The shift from operational treasury to strategic treasury leadership Navigating post-pandemic challenges, including inflation and market uncertainty The growing importance of payments, customer experience, and technology in treasury Remote working challenges and training the next generation of treasury professionals The evolving role of certifications and experience in hiring treasury talent You can connect with Ben Loper on LinkedIn or for more info check out www.benrloper.com. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code, visit here - https://treasuryrecruitment.com/partners/eurofinance/ 👉 Find out more about all our partners: https://treasuryrecruitment.com/partners/

  • #427
    April 14 · 36 min

    Preparing a Company for IPO: The Treasurer’s Critical Role

    What does it really take to prepare a company for IPO - and why should treasury be involved far earlier than most expect? In this episode, Stef Layne, a three-time IPO leader, shares how treasury plays a critical role in shaping IPO readiness, strengthening cash discipline, and building financial resilience. In this episode, we’re joined by Stef Layne, a finance executive with over 20 years of experience leading high-growth, global technology companies through IPOs, rapid scale, and transformation. A proven partner to CEOs and executive teams, Stef brings deep expertise across capital strategy, liquidity management, FP&A, global operations, and risk management. As a three-time IPO leader, she is known for bringing structure to ambiguity, building high-performing teams, and aligning finance strategy with business outcomes. This conversation dives into the evolving role of treasury in the IPO journey, highlighting why early involvement is essential for success. The discussion covers how treasury supports liquidity planning, establishes financial discipline across organisations, and manages banking relationships during periods of uncertainty. We also explores the importance of embedding cash awareness across teams and ensuring that financial decisions align with long-term business objectives - both before and after going public. What We Cover in This Episode: The role of treasury in preparing a company for IPO Why treasury should be involved earlier in the IPO process Building and maintaining strong liquidity positions The importance of free cash flow awareness across the organisation Establishing financial discipline before and after going public Managing banking relationships and counterparty risk Navigating periods of financial uncertainty and cash risk Treasury’s role in supporting strategic decision-making Aligning treasury operations with broader business goals You can connect with Stef Layne on LinkedIn. --- 🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform: CLICK HERE for 🎧Spotify Podcasts CLICK HERE for 🍏Apple Podcasts 🎓 Exclusive discount on CTP & FPAC – Visit our AFP partner page to find out how much you can save: https://treasuryrecruitment.com/partners/afp/ 💡 Earn CTP credits just by listening – Selected episodes of the Treasury Career Corner are AFP-accredited. Listen, take a short quiz, score 80% or more, and we'll send you your free certificate. 🌍 EuroFinance International Treasury Management – September 16th-18th 2026, Barcelona – The world's largest treasury event. Save 10% with our exclusive discount code, visit here - https://treasuryrecruitment.com/partners/eurofinance/ 👉 Find out more about all our partners: https://treasuryrecruitment.com/partners/

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