This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Episode 357 Leading Practices in Treasury: Bank Relationship Management In this episode, Paul Galloway discusses the importance of strong bank relationships for treasurers. What do these ancient insights reveal about effective treasuryleadership and communication today?
Delegating significant responsibilities, such as leading a budget review or preparing a report for senior leadership, helps them build confidence and skills. Not only does this make your department more efficient, but it also builds problem-solving and leadership skills.
Foundations for success Chengs work ethic translates to his leadership. Good times can sometimes mask bad leadership. And then people will look for leadership very quickly elsewhere. The post Building back: Leadership in good and bad times appeared first on FutureCFO. How were we able to recover? We never stopped.
Treasury operations in Asia, particularly Southeast Asia, in 2025 and 2026 are navigating a complex and evolving landscape shaped by economic, geopolitical, and technological forces. Treasury functions must adapt to rising cyber threats, digital transformation demands, and the complexities of managing cash flow across multiple jurisdictions.
Some 41% of finance teams have issues Identifying and correcting errors, 31% have problems finding and gathering necessary data, 24% have challenging questions on sources of data, 23% face challenges tracking multiple Excel versions, 20% have a bugbear of broken formulas, 19% are far from confident presenting this data to non-finance leadership.
Key Financial Readiness Considerations To prepare for the scrutiny of public markets, leadership teams must assess their ability to: Generate SEC-compliant financial statements within required timelines. Produce comprehensive board-ready financial reports. Ensure their finance team has public company reporting expertise.
As a Credit or Treasury Manager, your role is highly visible to key company stakeholders, customers, and senior management. Perceptions of your performance and leadership drive your effectiveness and career potential. Managing through these challenges requires up-to-date knowledge and dynamic leadership.
During the conversation, they were introduced to a treasury expert who had successfully implemented dynamic cash flow forecasting tools. Strong relationships with your leadership team, board members, and department heads create a collaborative environment where great ideas thrive.
Firms may negotiate improved lending terms due to increased scale or optimize working capital by aligning treasury functions across entities. To maximize these benefits, firms involve finance leadership early and ensure post-close reporting structures support transparency, speed, and investor confidence.
This signals a clear shift toward digital-first, insight-led financial leadership." From optimising FX routes and automating treasury workflows to enabling real-time fraud detection and smarter reconciliation, AI is already transforming how money moves. Automation and AI should be embraced as foundational, not aspirational.
Goel is a member of Association for Financial Professionals (AFP) APAC Treasury Advisory Council. As the Head of Treasury Settlements for the Asia Pacific zone, I don't need to be at my desk, but I do need to monitor emails for any settlements due that day. FutureCFO: What does a typical day look like for you?
New Treasury issuance does not go great, and the cost of financing the United States deficits soars. That leadership is now gone, and ultimately so much good from it simply dissipates and goes off the rails. Before 2025 ends, a mild recession begins. We’ve frittered away so much good will: We helped stop disease around the world.
Before joining Flywire as CFO, Pitigoi spent two decades rotating through leadership roles at eBay and PayPal, building his finance acumen across treasury, investor relations, FP&A, and data analytics. This mindset ultimately shaped his approach to finance leadership: be as fluent in data as in interpersonal communication.
Now watch our complete episode Tim Arndts two-decade journey at Prologis propelled him from treasury and capital markets into the CFO office three years ago. Arndts finance leadership style balances innovative thinking with disciplined risk management and a steadfast commitment to team growth.
So that, 00:39:33 [Speaker Changed] Well, 2022 was pretty much a down 15% year for treasuries and down 20 plus for equities. 00:47:22 [Speaker Changed] And, and isn’t the same true in sovereign treasuries, not just the us but there really isn’t a lot of sovereign paper, at least a rated paper around. Fair, fair insight.
Host: Brian Weeks, Strategic Treasurer Speaker: Craig Jeffery, Strategic Treasurer Subscribe to the Treasury Update Podcast on your favorite app! What do these ancient insights reveal about effective treasuryleadership and communication today?
Treasuries — the same strategy available to any company holding customer funds. The implications extend far beyond banking: any company with robust compliance infrastructure, from payment processors to corporate treasuries, can now integrate digital assets without regulatory pre-approval. Compliance would never approve it.”
Known for her strategic leadership and passion for mentorship, Elizabeth’s journey serves as an inspiration to aspiring finance professionals worldwide. I firmly believe that leadership and influence, relationship building, and collaboration are key success factors over and above academics. These have guided me through my career.
Our criteria include subjective factors such as reputation, thought leadership, customer service, and technological innovation. International payments have increased due to a new remittance system and enhancements to the banks correspondent account management and treasury transaction services.
Yet, as treasury leaders from across the region gathered at the roundtable to dissect these challenges, their responses revealed not panic but a sophisticated recalibration of risk management strategies that may define the next decade of corporate finance. The indirect effects prove more complex and pervasive.
Balancing organisational goals with personal leadership aspirations, building resilience, and preparing future leaders are critical priorities as they steer their companies through ongoing transitions. Communication emerges as another critical leadership skill.
Equirus Group has appointed Vimal Chauhan as Group CFO to lead its finance, treasury, legal, and risk functions. With over 17 years of experience, he joins as part of the Group’s efforts to strengthen leadership for its next phase of growth.
Morgans historical leadership and global positioning enabled it to lead the field, with 11% of total revenues and 9.4% In 2024, the firm raised a cumulative $385 million for three commercial banks, cementing its leadership in the sector over the past 15 years. Against this backdrop, J.P. of volumes. share, according to Dealogic.
I like to think that, you know, in core wealth management, Morgan Stanley, and, and you know, where we’ve come, you know, first under James Gorman and now hopefully under, under Ted Pick’s leadership is really, you know, differentiating us and allowing us to pull away from the pack, at least in wealth management.
The US governments initiative is also driven by the recognition that federal assets are underutilized, creating an opportunity to monetize the asset side of the US balance sheet for the American people, according to the US Treasury Secretary Scott Bessent.
Chin is a member of Association for Financial Professionals (AFP) APAC Treasury Advisory Council. Nonetheless, after spending more years and time now in people leadership, I must say the most exciting and priceless experience comes from seeing the people in your care growing and becoming better—both professionally and personally.
Theres an emphasis on being prepared for client treasury needs, particularly regarding instant payments and data, she says. Following a period of survival during Covid, companies are now investing in efficiency, rethinking financial flows, and optimizing the cash conversion cycle.
Without thoughtfully crafted rules for the road, we risk stifling innovation, leaving American consumers without proper safeguards and protections, and ceding leadership in a sector that will define the future of global finance and technology,” she said. currency due to its wide acceptance and stability,” the Treasury reported.
You can unsubscribe at anytime. The bill also aims to create a more favorable environment for strategic M&A through deregulation, particularly in sectors, such as energy, financial and industrial, “where regulatory complexity and compliance costs have historically been significant barriers to dealmaking,” he added. TechTarget, Inc.s
Ensure auditable reporting and compliance The CFO needs to work with other functions like corporate financial reporting, regulatory compliance, tax, treasury, and legal to ensure timely, auditable reporting and financial accounting. You can unsubscribe at anytime. TechTarget, Inc.s registered office is 275 Grove St. Newton, MA 02466.
You can unsubscribe at anytime. The quarter-point cuts will likely extend from the third quarter through Q2 next year, NABE said, citing the survey. TechTarget, Inc.s registered office is 275 Grove St. Newton, MA 02466.
Poroch’s appointment is “another example of the strong, deep leadership bench we have built here at Southern Company and a testament to our robust, long-term succession planning,” CEO Chris Womack said in a statement included in the Friday release. You can unsubscribe at anytime. TechTarget, Inc.s registered office is 275 Grove St.
So I wanna talk a little bit about leadership, especially leadership at a, a large investment firm. What did the experience at both this small firm and a a a giant firm, how did that shape your leadership at Barings? You, you’ve self described your own leadership style as confident humility. They’re giant.
Offering an example is Gene Ludwig, who served as comptroller of the currency, a top Treasury Department regulatory post, in the 1990s, and now consults with the industry. For President Bill Clinton, Ludwig wrote an 11-page regulation for a fair-lending statute, the Community Reinvestment Act.
And really what we were missing was sort of a very simplified treasury, what we call treasury kind of payments bundle for companies to manage working capital, a simple digital platform for earlier stage companies and a venture debt capability. What types of firms were you working with then? That has become much easier.
You can unsubscribe at anytime. The amended bill and resulting enacted legislation take an important step forward in reducing barriers to licensure by clarifying that a license applicant only needs to complete 120 hours of education in order to be eligible to take the CPA license examination.” Please select at least one newsletter. TechTarget, Inc.s
Daphne Howland/CFO Dive First published on Dive Brief: As it morphs into “The Brand House Collective,” a multi-brand retailer and supply chain operator that includes Bed Bath & Beyond and Overstock , Kirkland’s on Tuesday announced a slew of leadership appointments. You can unsubscribe at anytime. TechTarget, Inc.s Newton, MA 02466.
So far, the SEC has not moved to rescind the rule requiring cybersecurity disclosures in annual and periodic reports,” he said. The settlement may or may not point in that direction.” TechTarget, Inc.s registered office is 275 Grove St. Newton, MA 02466.
You can unsubscribe at anytime. While food prices rose 0.3% in May, energy prices fell 1%, largely because of a 2.6% pullback in gasoline prices. gain in shelter prices “was the primary factor” behind the monthly gain in CPI, the BLS said. TechTarget, Inc.s registered office is 275 Grove St. Newton, MA 02466.
Robert Leibrock Permission granted by ACI Worldwide The stablecoin infrastructure provider Bastion also hired a finance department professional this month, appointing Vince Tejada as its head of treasury and strategic finance. You can unsubscribe at anytime. economy wavers.
We organize all of the trending information in your field so you don't have to. Join 39,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content