The Treasury Talent Podcast

Tony Vu, Treasurer of Miami-Dade County Public Schools joins me on the podcast today to give us some really good insight on education from a university and school's perspective. Education is one of the sector's that I feel is often overlooked because its complexity from a treasury perspective is not well understood in the market.

In this episode:

• Why Tony chose treasury as a career.
• The highlights of his career.
• Tony shares some of the interesting things he's involved in at Florida International Union.
• The contrast of the education and commercial sectors from a treasury perspective.
• Tony's approach to networking.
• Things he knows now that he wished he had known back then.
• The changes in the treasurer role in the midst of technological advancement.
• What makes a successful treasurer.

Today we've got a special episode for you based around treasury titles. This conversation was really brought about by a conversation with a treasury manager. He told me he wants to be a treasury director and if I can get him the job. I thought he was asking the wrong question. Today we will talk about why it was a wrong question and how important treasury titles really are.

In this episode:

• How important should a job title be in the treasury space
• Example where title makes sense
• Example on being fixated on the job title
• Best practices in looking out for titles
• Be open to the conversation and learn as much as you can
• How is Simon's team helping if somebody is engaged with them when it comes to job titles
• Switching industries with only one type of experience

Today I am joined by Michael Braude who brings us his monthly economic forecast for the treasury. We're living in unprecedented times; Michael is a veteran of the markets, and even he is shaking his head a little bit as to what's going on but he'll share great insights about what he's keeping his eyes on and things you as a treasurer should be looking at.

In this episode:

• Economic outlook
• The interest rate
• The FX side
• The commodity side
• Advice for treasurers where they should be keeping their eyes over the next month

My guest today is Anshul Maheshwari. Anshul is the Treasurer at Varian Medical Systems. The minute I met Anshul I knew I wanted him to be on the podcast. He is a very impressive man. I hope you enjoy my interview with him.

In this episode:

• How Anshul come to treasury
• Transition from banking to corporate treasury
• Particular challenge in moving to corporate side
• Advice to bankers planning to move to corporate
• Anshul's career highlights
• Difference in the way treasury operates in different industries
• What makes a success treasury in the eyes of the executives in Anshul's perspective
• Thing that he wish he knew back when he was younger
• His approach to networking and his advice to others
• How the treasury role is changing

Today I am joined by Dick Sherrod. Dick is the author of a book called My name is Dick. The reason I wanted him to be on the show was because he has a very distinguished career both in the corporate side and banking. He's a big believer in the working capital side of things.

In this episode:

• What made Dick choose Treasury as a career
• His career highlights
• Making the leap to the banking side
• Difference of corporate and banking and advice to others in making the move
• Coping with the transition
• How treasury vary in different companies
• Dick's approach to networking
• Why having mentors is pivotal to Dick's career
• What Dick wishes he'd known back when starting his career
• The "lunch test"
• What Dick thinks makes a successful treasury
• How the role of treasury is changing in the coming years
• Becoming an author

Today I have Alice Van Der Geest. Alice is the Treasurer at Melbourne Airport. We talk a lot today about networking and diversifying your career. Alice will give some really good insights about the things she has done and insights that others haven't brought up before.

In this episode we discuss:

• What made Alice choose treasury as career
• Highlights of Alice's career
• Networking
• Highlights of her career in Melbourne Airport
• The securitization phase
• Major initiatives in FTA
• Alice's mentors
• One piece of advice Alice wish she knew
• Key things Alice look for when hiring
• What makes a successful treasury
• How is the role of treasurer changing in the next years

Links

Alice Van Der Geest LinkedIn

T

Today I am joined by Brian Richter. Brian is the Treasurer at McGraw Hill. We had a really interesting discussion, Brian has been the manager of his team for eight years. He's got really interesting insights and I think you'll enjoy the discussion today.

In this episode we discuss:

• What made Brian choose treasury as his career
• What Brian think is the highlight of his career
• Importance of experience and knowledge in the industry
• The switch from consulting to corporate treasury
• Brian's mentors
• His approach to networking
• Advice to those who are still in the early part of their career
• Key things Brian look for when hiring
• What makes a successful treasury
• How is the role of treasury changing in the next years

Links

Brian Richter LinkedIn

My guest today is Priti Kartik. Priti is the Head of Global Treasury, Credit and Collections at Logitech.

In this episode we discuss:

• How Priti came to treasury and made her choose it as a career
• Being a global citizen and the challenges of making the moves in different cultures
• The highlights of Priti's career
• The dashboard that Priti created in the cash conversion cycle project
• How valuable is the dashboard during the pandemic
• The secret to taking the investment interest from 800k to 10M a year
• Priti's approach to networking throughout her career
• What Priti wish she knew when she's starting her career
• Things Priti look for when hiring
• What makes a successful treasury
• How is the role of treasury changing in the next years

Links

Priti Kartik LinkedIn

Today I have Andrea Sottoriva. Andrea is the treasurer of SITA. I want to have him on the podcast because I want a different perspective. With the pandemic at the moment, it's a really interesting business that SITA is wholly within the airlines and the airports business.

In this episode we discuss:

• What made Andrea choose treasury as a career
• About SITA
• The situation of SITA in the pandemic
• How are the treasury and cash management similar and different
• Making the move from asset management and investment banking to the corporate treasury
• Andrea's advice to others about being a global citizen
• Andrea's advice about networking
• Advice Andrea wish he received when he was young
• What does Andrea look for when hiring
• What makes a successful treasury in the eyes of the executives
• How is the treasury role changing
• Being a keynote speaker

Links

Andrea Sottoriva SITA Profile

Today I am joined by Joachim Wettermark, a treasurer at Salesforce.com. We talked about being an international citizen and what that means from an emotional intelligence perspective, running a team that covers more than treasury and most importantly his 13 years at Salesforce.

In this episode:

• What has brought Joachim to Treasury and why he chose it as a career
• The highlights of his journey
• Transition from treasury to taking additional areas
• How treasury varies from different industries Joachim worked with
• Making the move from banking and consulting to treasury
• Advice to people trying to make the move from customer centric into the corporate treasury side
• Joachim's advice on networking
• His mentors throughout his career
• Advice Joachim wished he had been told
• Things he look for when hiring in his direct reports
• What makes a successful treasury in the eyes of the executives
• How is the role of treasury changing in the next few years