エピソード

  • Treasury Talent: Future Skills in the Age of AI

    Treasury Talent: Future Skills in the Age of AI
    2026/09/01

    Mike Richards joined the ACT Annual Conference 2026 in Liverpool for the roundtable session “Treasury Talent: Skills for the Future”, held in May 2026.

    This session explored the future skills treasury professionals will need as AI and automation take on more routine and analytical work.

    Together, the panel discussed how treasury roles are changing, where human judgement still matters, whether teams may become leaner and more strategic, and what hiring managers should be looking for when building future treasury teams.

    Speakers included:

    • Mike Richards, CEO & Founder at The Treasury Recruitment Company
    • Alan Chitty, Group Treasurer at Pepco
    • Victoria Underwood, Treasury Manager from Imperial Brands

    The session was facilitated by Louise Woodroffe, Head of Treasury from Hastings Direct, in association with the ACT Future Leaders in Treasury.

    Key topics discussed:

    00:00 Session Kick-off

    00:46 Format and Participation

    01:25 Meet the Panel

    03:45 AI Adoption Today

    04:57 Copilot vs Claude Debate

    08:25 What Humans Still Do

    10:17 Jobs and Team Reshaping

    13:44 Recruitment Market Shift

    15:18 Hiring for Future Skills

    19:22 Communication and Impact

    24:41 Networking and Visibility

    26:55 Training Juniors in AI Era

    30:40 Hiring for Attitude

    31:08 Interviewing for Curiosity

    34:30 Psychometrics and CV Signals

    37:00 Future Skills in Treasury

    40:54 Treasury Plus Networking

    43:15 Soft Skills Simplify Jargon

    46:04 AI Written CVs and Interviews

    49:44 Switching into Treasury

    53:12 Career Skills and Communication

    55:56 Roundtable and Wrap Up

    ---

    🎙️ 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

    💡 Earn CTP credits just by listening – 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/
    続きを読む 一部表示
    1 時間
  • Why AI Will Challenge Treasury Professionals Who Fail to Adapt

    Why AI Will Challenge Treasury Professionals Who Fail to Adapt
    2026/08/25
    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 developmentThe value of combining capital markets experience with treasury operationsHow financing transactions differ across investment-grade and lower-rated businessesWhy treasurers need a detailed understanding of business and cash-flow driversHow stakeholder management changes when moving into a treasury leadership roleWhy presenting solutions helps treasurers become trusted advisers to the CFOHow hiring, empowering and connecting global teams improves performanceThe opportunities and risks AI presents for treasury professionalsYou 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 PodcastsCLICK 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/
    続きを読む 一部表示
    46 分
  • Why Cash Forecasting Is Part Science, Part Art and Always Changing

    Why Cash Forecasting Is Part Science, Part Art and Always Changing
    2026/08/18

    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/
    続きを読む 一部表示
    29 分
  • Why Treasury Technology Needs More Than Just AI to Deliver Value

    Why Treasury Technology Needs More Than Just AI to Deliver Value
    2026/08/11
    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 PodcastsCLICK 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/
    続きを読む 一部表示
    57 分
  • Why Treasury Needs People Who Use AI, Not People Who Fear It

    Why Treasury Needs People Who Use AI, Not People Who Fear It
    2026/08/04
    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 PodcastsCLICK 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/
    続きを読む 一部表示
    46 分
  • How Treasury Leaders Build Stronger Business Partnerships

    How Treasury Leaders Build Stronger Business Partnerships
    2026/07/28
    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 podcastWhy treasury leadership is shifting towards business partnershipLessons learned from restructurings, refinancing, and covenant negotiationsBuilding treasury functions during periods of organisational changeWhy strong treasury teams should make leaders “redundant”The growing importance of technology, automation, and visibility in treasuryCombining treasury and tax under one leadership structureThe importance of translating technical finance topics into business languageHow mentorship and coaching shaped Karen’s careerWhy treasury professionals need both technical expertise and communication skillsThe changing expectations of younger generations entering treasuryHow ATEB and the treasury community continue to evolveWhy treasury remains a rewarding long-term career pathYou 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 PodcastsCLICK 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/
    続きを読む 一部表示
    1 時間 6 分
  • Why Treasury and Tax Must Work Together, Not Stay Siloed

    Why Treasury and Tax Must Work Together, Not Stay Siloed
    2026/07/21
    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 PodcastsCLICK 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/
    続きを読む 一部表示
    46 分
  • Why Treasury Technology Needs to Solve Problems, Not Chase Buzzwords

    Why Treasury Technology Needs to Solve Problems, Not Chase Buzzwords
    2026/07/14
    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 PodcastsCLICK 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/
    続きを読む 一部表示
    58 分