Treasury Truth or Dare

Is your professional brand getting lost in the Treasury Industry? Level up your unique brand’s presence with professional guidance from my ebook now for FREE: https://bit.ly/branding-guide-CPT

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In this episode of Treasury Truth or Dare, host Ernie Humphrey sits down with Patrick Kunz, the founder of Pecunia Treasury and Finance, and Treasury Mastermind. Patrick, a renowned thought leader with extensive experience in Treasury consulting and training, shares his expertise on elevating the Treasury profession.

Patrick has helped professionals refine their skills and grow their influence. As an advocate for making Treasury more visible within organizations, Patrick shares his thoughts on how Treasury professionals can amplify their value, build stronger networks, and advocate for the recognition that the profession deserves.

Expect to Learn:

• The critical role of the Treasury in modern businesses.
• How to effectively communicate the value of Treasury within your organization.
• The importance of building your personal brand as a Treasury professional.
• Patrick’s most embarrassing (and humorous) moment in Treasury.
• Tips for succeeding in a global Treasury role.
• Why the Treasury deserves more recognition and respect in the business world.

In Today’s Episode:

[00:00] - Patrick shares a humorous story of closing a €35 million deal

[01:44] - Introducing Patrick Kunz: Treasury Guru and founder of Pecunia Treasury

[05:37] - Strategies for communicating the value of Treasury across departments

[07:42] - Patrick’s most embarrassing Treasury moment

[11:05] - Patrick’s guilty pleasure movie - Inception

[12:50] - Patrick discusses the importance of investing in people and networking

[19:09] - Patrick reflects on his mistakes managing an international team

[21:52] - Supporting newcomers to the Treasury profession

[26:47] - The three things Patrick would wish for Treasury: respect, visibility, and better career awareness

[29:30] - Patrick’s closing thoughts on the importance of a strong Treasury career path

Follow Guest Patrick Kunz:

LinkedIn: https://www.linkedin.com/in/patrickkunz82/

Follow Company Socials on:

Website: https://pecuniatf.nl/

LinkedIn: https://www.linkedin.com/company/pecunia-treasury-&-finance-b-v-/

Follow Host Ernie Humphrey on:

LinkedIn: https://www.linkedin.com/in/erniehumphrey/

Facebook: https://www.facebook.com/share/16dQZHx6Lf/

Instagram: https://www.instagram.com/humphrey.ernie/

YouTube: http://www.youtube.com/@TreasuryTruthorDare

Tiktok: https://www.tiktok.com/@ernietlc

Email: [email protected]  

Listen Now on:

Spotify: https://open.spotify.com/show/3FVATA2XvNsD6NBV7QdFnm

Apple Podcasts: https://podcasts.apple.com/us/podcast/treasury-truth-or-dare/id1788053021

Podcast Site: https://my.captivate.fm/dashboard/podcast/switch 

Don’t forget to subscribe for more episodes exploring Treasury Truths or Dares! Share your thoughts in the comments below.

#Treasury #RiskManagement #FinanceLeadership #Treasury2025 #Networking #AIinFinance

Is your professional brand getting lost in the Treasury Industry? Level up your unique brand’s presence with professional guidance from my ebook now for FREE: https://bit.ly/branding-guide-CPT

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In this episode of Treasury Truth or Dare, host Ernie Humphrey sits down with Hugo Arenas, Senior Finance Manager at Aspentech and seasoned Treasury professional with over 11 years of experience. Hugo shares valuable lessons on managing international teams across time zones, the importance of soft skills, and strategies for mentoring the next generation of Treasury talent.

The conversation describes common myths about Treasury roles, practical tips for certification success, and the real challenges faced when collaborating globally. If you’re a Treasury professional or aspiring one, this episode offers actionable insights and a fresh perspective on elevating your career and your team.

Expect to Learn:

• Why managing time zones and cultural awareness is critical in global Treasury teams
• The significance of soft skills alongside technical knowledge
• How to build your Treasury brand internally and externally
• Tips for successfully passing the CTP certification exam
• The value of mentorship and supporting newcomers in Treasury
• Hugo’s three wishes to improve the Treasury profession

In Today’s Episode:

[00:00] - Managing time differences and team expectations across borders

[01:24] - Meet Hugo Arenas: Treasury career background and current role

[04:06] - Biggest mistake in managing international teams: Time zone challenges

[06:28] - Common myths about Treasury roles debunked

[08:26] - How Hugo builds the Treasury brand within organizations

[10:19] - Supporting new Treasury professionals through mentorship

[12:17] - How new professionals can impress and grow in Treasury

[14:57] - Hugo’s tips and strategies for passing the CTP exam

[17:52] - Hugo’s three wishes for the Treasury profession: better pay, banker hours, more bank holidays

[18:34] - Closing thoughts and how to connect with Hugo

Follow Guest Hugo Arenas:

LinkedIn: https://www.linkedin.com/in/hugoarenasctp/

Follow Company Socials on:

Website: https://www.aspentech.com/en

LinkedIn: https://www.linkedin.com/company/aspen-technology/people/

Instagram: https://www.instagram.com/aspentech/ 

Follow Host Ernie Humphrey on:

LinkedIn: https://www.linkedin.com/in/erniehumphrey/

Facebook: https://www.facebook.com/ernest.humphrey.180

Instagram: https://www.instagram.com/humphrey.ernie/

YouTube: http://www.youtube.com/@TreasuryTruthorDare

Tiktok: https://www.tiktok.com/@ernietlc

Email: [email protected] 

Listen Now on:

Spotify: https://open.spotify.com/show/3FVATA2XvNsD6NBV7QdFnm

Apple Podcasts: https://podcasts.apple.com/us/podcast/treasury-truth-or-dare/id1788053021

Podcast Site: https://my.captivate.fm/dashboard/podcast/switch 

Don’t forget to subscribe for more episodes exploring Treasury Truths or Dares! Share your thoughts in the comments below.

#Treasury #RiskManagement #FinanceLeadership #Treasury2025 #Networking #AIinFinance #KaraokeAndCashFlow

Is your professional brand getting lost in the Treasury Industry? Level up your unique brand’s presence with professional guidance from my ebook now for FREE: https://bit.ly/branding-guide-CPT

In this episode of Treasury Truth or Dare, host Ernie Humphrey is joined by Kerri Howard, the Treasurer at Aramark. With over 30 years of experience in Treasury, Kerri shares her insights into the ever-evolving landscape of Treasury, her career journey, and the importance of building relationships in the finance world. From professional challenges to personal passions, Kerri reveals how she balances her work and life while offering advice for young professionals in Treasury.

Kerri Howard is a seasoned Treasury leader with vast experience across multiple sectors. Her career spans various companies, where she’s handled everything from cash management to capital markets. She’s currently responsible for overseeing Treasury operations at Aramark, a global leader in food services and facilities management.

Expect to Learn:

• The biggest challenges in Treasury and how to manage them effectively
• Why variety and problem-solving make Treasury a fun and engaging career
• The importance of networking within and outside your department
• How personal hobbies, like biking, have shaped Kerri’s career
• Tips for fostering relationships and mentoring younger Treasury professionals

In Today’s Episode:

[00:00] - Introduction to Kerri Howard and her Treasury career

[03:10] - Kerri’s journey into Treasury and what keeps her passionate about it

[03:29] - Why Treasury is fun: Variety and problem-solving in the role

[06:53] - Kerri’s unexpected hobby: Long-distance biking and its life impact

[10:39] - Networking in Treasury: How it shaped Kerri’s career

[13:45] - The power of mentorship and relationship-building in Treasury

[15:30] - The importance of nurturing the next generation of Treasury professionals

[17:10] - Kerri’s advice for maintaining work-life balance while staying passionate

[19:39] - Final thoughts on leadership, mentorship, and professional growth

Follow Guest Kerri Howard:

LinkedIn: https://www.linkedin.com/in/kerri-howard-31aa208/

Company Website: https://www.aramark.com/home

Follow Host Ernie Humphrey on:

LinkedIn: https://www.linkedin.com/in/erniehumphrey/

Facebook: https://www.facebook.com/ernest.humphrey.180

Instagram: https://www.instagram.com/humphrey.ernie/

YouTube: http://www.youtube.com/@TreasuryTruthorDare

Tiktok: https://www.tiktok.com/@ernietlc

Email: [email protected] 

Listen Now on:

Spotify: https://open.spotify.com/show/3FVATA2XvNsD6NBV7QdFnm

Apple Podcasts: https://podcasts.apple.com/us/podcast/treasury-truth-or-dare/id1788053021

Podcast Site: https://my.captivate.fm/dashboard/podcast/switch 

Don’t forget to subscribe for more episodes exploring Treasury Truths or Dares! Share your thoughts in the comments below.

#Treasury #CashManagement #FinanceCareers #Networking #Leadership #GlobalBanking

Is your professional brand getting lost in the Treasury Industry? Level up your unique brand’s presence with professional guidance from my ebook now for FREE: https://bit.ly/branding-guide-CPT

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In this energizing episode of Treasury Truth or Dare, host Ernie Humphrey welcomes John Paris, Treasury & Finance Thought Leader and soon-to-be senior leader at T. Main. With over 15 years of hands-on experience building Treasury departments from scratch, John shares critical insights on why 2025 will be a pivotal year for the profession and what it takes to succeed.

The episode features the signature “truth or dare” format, with John unpacking key Treasury risks, managing multigenerational teams, and why charisma matters more than ever in finance. From singing Sinatra to speaking hard truths about leadership, John brings a refreshing and practical perspective to the mic.

• Why charisma and communication are must-haves for Treasury leaders
• How to manage performance across different generations
• The hidden risks Treasury must tackle in contract terms and operations
• Why 2025 could make or break the future of Treasury
• How AI, hedging, and cross-sector knowledge will shape your next move
• John’s surprising way to decompress after work (spoiler: it involves a mic!)

[00:00] - Why international finance will require sharper Treasury skills in 2025

[00:35] - Meet John Paris and his 15-year journey across CVS, UNFI, and Gilbane

[03:02] - Truth or Dare begins: Lessons in managing across generations

[07:25] - Why risk assessment is the most overlooked (and vital) Treasury skill

[11:46] - Karaoke Dare: John sings Sinatra live

[13:06] - What the ideal Treasury webinar should focus on

[17:14] - Why 2025 is a critical year for Treasury leaders

[19:11] - John’s advice for aspiring professionals: Learn tech, take risks, and network boldly

Follow Guest John Paris:

LinkedIn: https://www.linkedin.com/in/joparis/

Follow Host Ernie Humphrey on:

LinkedIn: https://www.linkedin.com/in/erniehumphrey/

Facebook: https://www.facebook.com/ernest.humphrey.180

Instagram: https://www.instagram.com/humphrey.ernie/

YouTube: http://www.youtube.com/@TreasuryTruthorDare

Tiktok: https://www.tiktok.com/@ernietlc

Email: [email protected] 

Listen Now on:

Spotify: https://open.spotify.com/show/3FVATA2XvNsD6NBV7QdFnm

Apple Podcasts: https://podcasts.apple.com/us/podcast/treasury-truth-or-dare/id1788053021

Podcast Site: https://my.captivate.fm/dashboard/podcast/switch 

Don’t forget to subscribe for more episodes exploring Treasury Truths or Dares! Share your thoughts in the comments below.

#Treasury #RiskManagement #FinanceLeadership #Treasury2025 #Networking #AIinFinance #KaraokeAndCashFlow

Is your professional brand getting lost in the Treasury Industry?

Level up your unique brand’s presence with professional guidance from my ebook now for FREE: https://bit.ly/branding-guide-CPT

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In this episode of Treasury Truth or Dare, host Ernie Humphrey welcomes the one and only Seth Marlowe, widely recognized in the industry as The Treasury Whisperer. With an extensive background bridging the roles of practitioner and banker, Seth delivers a lively and insightful conversation about the true scope of Treasury work.

Seth Marlowe’s career spans iconic corporations like Pepsi, GE, and Dannon, and he’s made his mark helping companies navigate complex Treasury functions, risk management, and capital strategies. Known for his ability to translate complex topics across departments, Seth’s “language of Treasury” has become a signature strength helping teams and institutions align, adapt, and advance.

• Why the Treasury role goes far beyond cash management
• The evolving role of AI and intelligent payments routing
• The untold story of cash application pain points and ERP labs
• How personal branding reshaped Seth’s career trajectory
• Lessons in global communication (and the occasional Spanish mishap)
• Why building cross-functional fluency is a secret leadership superpower
• Three bold wishes Seth has for the Treasury industry’s future

[00:00] - Ernie introduces Seth Marlowe, aka The Treasury Whisperer

[02:00] - Seth’s branding journey and practitioner-to-banker transition

[03:45] - His passion for payments and how AI is reshaping the space

[05:19] - Debunking myths about Treasury’s focus on just cash management

[06:58] - Risk, derivatives, and the hidden corners of Treasury operations

[07:39] - Seth’s “hidden talent” fluency in the language of Treasury, Banking & Tech

[09:34] - Seth’s dream lab-based webinar for hands-on ERP learning

[11:30] - A real-life customer story involving Dannon, Kmart, and deduction disasters

[13:22] - Ernie’s signature sport coat dare and wardrobe reveal

[15:13] - The lifelong importance of networking and why every convo matters

[17:14] - A hilarious language slip-up while managing cross-border teams

[19:39] - Seth’s movie guilty pleasures: Field of Dreams, Independence Day & more

[21:12] - Three wishes for the Treasury world: no checks, real-time payments & bank recs

LinkedIn: https://www.linkedin.com/in/treasurywhisperer/

Facebook: https://www.facebook.com/sethmarlowe

Instagram: https://www.instagram.com/treasurywhisperer/

Website: https://www.treasurywhisperer.com/

LinkedIn: https://www.linkedin.com/company/treasurywhispererllc/

LinkedIn: https://www.linkedin.com/in/erniehumphrey/

Facebook: https://www.facebook.com/ernest.humphrey.180

Instagram: https://www.instagram.com/humphrey.ernie/

YouTube: http://www.youtube.com/@TreasuryTruthorDare

Tiktok: https://www.tiktok.com/@ernietlc

Email: [email protected] 

Listen Now on:

Spotify: https://open.spotify.com/show/3FVATA2XvNsD6NBV7QdFnm

Apple Podcasts: https://podcasts.apple.com/us/podcast/treasury-truth-or-dare/id1788053021

Podcast Site: https://my.captivate.fm/dashboard/podcast/switch 

Don’t forget to subscribe for more episodes exploring Treasury Truths or Dares! Share your thoughts in the comments below.

#Treasury #RiskManagement #FinanceLeadership #Treasury2025 #Networking #treasuryinsights #corporatefinance #treasuryleadership

Is your professional brand getting lost in the Treasury Industry?

Level up your unique brand’s presence with professional guidance from my ebook now for FREE: https://bit.ly/branding-guide-CPT

In this dynamic episode of Treasury Truth or Dare, host Ernie Humphrey welcomes James Kelly, co-founder of Your Treasury and a seasoned finance leader with two decades of experience across industries like retail, media, and infrastructure.

James shares his mission to eliminate the tedious parts of Treasury through smart technology and a people-first mindset. With his background as a former group treasurer and finance director, James explores how tech, communication, and smart hiring practices can reshape the future of Treasury. Expect a thoughtful dive into career mistakes, networking hacks, and karaoke dares!

Expect to Learn:

• Why cutting the boring stuff from Treasury is good for business
• How technology unlocks strategic value and empowers small teams
• The role of communication and collaboration in financial leadership
• Why Treasury needs a clear identity to attract new talent
• How to build real connections through networking, feedback, and soft skills
• James’s biggest professional mistake and what it taught him about leadership and trust

Timestamps:

[00:00] - James Kelly’s background and vision for “Your Treasury”

[03:15] - Why Treasury needs to be fun and people focused

[05:15] - James's favorite parts of Treasury and what holds the profession back

[07:00] - The unique power of Treasury in managing an entire financial statement

[09:45] - Attracting and onboarding the next generation of Treasury professionals

[12:15] - 2008 crisis reflection: risk, insolvency, and shareholder perceptions

[14:30] - James’s guilty pleasure film

[15:30] - A daring karaoke performance

[17:30] - Networking: why it’s not just about who you know, but how you connect

[21:30] - Soft skills, cross-functional synergy & the value of relaxed environments

[26:30] - Biggest professional mistake: a costly swap deal and leadership under pressure

[31:00] - James’s final thoughts: why this is the most exciting era for Treasury

Follow Guest James Kelly:

LinkedIn: https://www.linkedin.com/in/james-kelly-treasury/

Company Socials:

Website: https://yourtreasury.ai/en/content/

LinkedIn: https://www.linkedin.com/company/yourtreasury/

Follow Host Ernie Humphrey on:

LinkedIn: https://www.linkedin.com/in/erniehumphrey/

Facebook: https://www.facebook.com/ernest.humphrey.180

Instagram: https://www.instagram.com/humphrey.ernie/

YouTube: http://www.youtube.com/@TreasuryTruthorDare

Tiktok: https://www.tiktok.com/@ernietlc

Email: [email protected] 

Listen Now on:

Spotify: https://open.spotify.com/show/3FVATA2XvNsD6NBV7QdFnm

Apple Podcasts: https://podcasts.apple.com/us/podcast/treasury-truth-or-dare/id1788053021

Podcast Site: https://my.captivate.fm/dashboard/podcast/switch 

Don’t forget to subscribe for more episodes exploring Treasury Truths or Dares! Share your thoughts in the comments below.

#TreasuryLeadership #NetworkingWorks #FinanceCareers #RelationshipCapital #CareerGrowth #TreasuryCommunity #ProfessionalNetworking

Is your professional brand getting lost in the Treasury Industry?

Level up your unique brand’s presence with professional guidance from my ebook now for FREE: https://bit.ly/branding-guide-CPT

In this engaging episode of Treasury Truth or Dare, host Ernie Humphrey sits down with Matthew Harlan, Chief Treasury Officer at Nilus. Matthew reveals why Treasury is more than operational, it's strategic, entrepreneurial, and the ideal launchpad for broader leadership roles.

From karaoke dares to career reinvention, Matthew shares honest reflections on breaking into the C-suite, making Treasury education more accessible, and the overlooked importance of soft skills in a fast evolving financial landscape. This episode will inspire and empower you to own your Treasury journey.

• Why Treasury is the “startup within the enterprise”
• The real power of informal authority in financial leadership
• What every Treasury professional should demand in 2025
• How to rebrand Treasury from within your company
• Networking tips that changed Matthew’s career
• Why soft skills are the next frontier of strategic Treasury

[00:00] - The surprising truth about Treasury's transferability

[01:15] - Meet Matthew Harlan & his path from Toast to Nilus

[02:30] - Why legacy TMS systems need a serious upgrade

[03:45] - Truth or Dare begins: Acting dreams & honest insights

[05:00] - Why no one chooses Treasury but everyone should

[07:15] - The underrated power of soft skills in a data driven world

[10:45] - What Matthew learned being on “the other side” at Nilus

[13:30] - Why Treasury is a training ground for CEOs

[16:15] - Strategic advice: Be more than a cost center

[18:15] - Who Matthew would take to a desert island (and why)

[19:15] - How networking saved Matthew's Treasury career

[21:45] - Matthew’s 3 wishes for Treasury professionals in 2025

[24:30] - Closing thoughts: Dare to be great in everything you do

Follow Guest Matthew Harlan:

LinkedIn: https://www.linkedin.com/in/matthew-harlan-treasury/

Company Socials:

Website: https://www.nilus.com/

LinkedIn: https://www.linkedin.com/company/nilus-finance/

Twitter/X: https://x.com/Nilus_finance

Follow Host Ernie Humphrey on:

LinkedIn: https://www.linkedin.com/in/erniehumphrey/

Facebook: https://www.facebook.com/ernest.humphrey.180

Instagram: https://www.instagram.com/humphrey.ernie/

YouTube: http://www.youtube.com/@TreasuryTruthorDare

TikTok: https://www.tiktok.com/@ernietlc

Email: [email protected] 

Listen Now on:

Spotify: https://open.spotify.com/show/3FVATA2XvNsD6NBV7QdFnm

Apple Podcasts: https://podcasts.apple.com/us/podcast/treasury-truth-or-dare/id1788053021

Podcast Site: https://my.captivate.fm/dashboard/podcast/switch 

Don’t forget to subscribe for more episodes exploring Treasury Truths or Dares! Share your thoughts in the comments below.

#TreasuryLeadership #FinanceCareers#CashManagement #SoftSkills #Networking #StrategicFinance #TreasuryTruthOrDare #Nilus

Is your professional brand getting lost in the Treasury Industry?

Level up your unique brand’s presence with professional guidance from my ebook now for FREE: https://bit.ly/branding-guide-CPT

In this engaging episode of Treasury Truth or Dare, host Ernie Humphrey welcomes Zoya Liberman, Principal Strategist at Endava North America. With over 20 years of experience in the Treasury and commercial banking space, Zoya brings a bold perspective on the industry’s biggest blind spots from outdated systems to the overlooked power of soft skills.

The episode follows the popular “truth or dare” format, blending insight with entertainment as Zoya tackles AI anxiety, generational dynamics, and her own awkward treasury moment. If you’re in finance, leadership, or just curious about where Treasury is heading, this episode will inform and inspire.

Expect to Learn:

• Why Treasury professionals desperately need a seat at the table
• How AI is misunderstood and misapplied in Treasury
• The importance of reviving human (not just soft) skills
• Why outdated legacy systems could derail the industry
• The role of culture in cross-border team communication
• Zoya’s call to action for the next generation of Treasury leaders

In Today’s Episode:

[00:00] - Why Treasury feels left behind in the tech revolution

[00:35] - Meet Zoya Liberman and her unique career path

[02:29] - Truth or Dare begins: AI vs. soft skills

[06:01] - What part of Treasury Zoya is most passionate about

[08:31] - Why 2025 (and every year) is critical for Treasury

[11:41] - Zoya’s most embarrassing Treasury moment

[14:54] - A bold dare for Ernie: Podcasting live in SoCal

[16:05] - Who Zoya would choose to be stranded with (and why)

[17:11] - How to connect with younger Treasury talent

[19:32] - Lessons from managing across cultures and generations

[21:44] - Zoya’s final message: Bring your own chair to the table

Follow Guest Zoya Liberman:

LinkedIn: https://www.linkedin.com/in/zoya-lieberman-mba-ctp-5aa6851/

Company Socials:

Website: https://www.endava.com/

LinkedIn: https://linkedin.com/company/endava

Instagram: https://www.instagram.com/endava/

Facebook: https://www.facebook.com/endava

Follow Host Ernie Humphrey on:

LinkedIn: https://www.linkedin.com/in/erniehumphrey/

Facebook: https://www.facebook.com/ernest.humphrey.180

Instagram: https://www.instagram.com/humphrey.ernie/

YouTube: http://www.youtube.com/@TreasuryTruthorDare

TikTok: https://www.tiktok.com/@ernietlc

Email: [email protected] 

Listen Now on:

Spotify: https://open.spotify.com/show/3FVATA2XvNsD6NBV7QdFnm

Apple Podcasts: https://podcasts.apple.com/us/podcast/treasury-truth-or-dare/id1788053021

Podcast Site: https://my.captivate.fm/dashboard/podcast/switch 

Don’t forget to subscribe for more episodes exploring Treasury Truths or Dares! Share your thoughts in the comments below.

#Treasury #CashManagement #FinanceCareers #Networking #Leadership #GlobalBanking

Is your professional brand getting lost in the Treasury Industry? Level up your unique brand’s presence with professional guidance from my ebook now for FREE: https://bit.ly/branding-guide-CPT

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In this episode of Treasury Truth or Dare, host Ernie Humphrey sits down with Josline Ma, Senior Treasury Manager of Capital Markets at Bill. With over 14 years of experience and a passion for cross functional collaboration, Josline shares her career journey, her views on the evolving identity of Treasury, and actionable advice for empowering young professionals. From promoting treasury awareness in early careers to bold professional wishes including better public speaking, Josline opens up about the behind the scenes challenges of the role and how networking, ownership, and curiosity have fueled her growth.

Josline Ma is a seasoned Treasury leader with deep experience in capital markets. Her background includes rotational finance training at a leading Bay Area software company, and she has led Treasury functions at Bill for over four years. Known for her strategic mindset and collaborative leadership, Josline is passionate about mentorship, networking, and helping others thrive in Treasury.

• How rotational and internship programs can boost Treasury awareness
• The biggest limitations Treasury managers face in their scope and title
• Three bold wishes for the future of the profession
• Why public speaking is a must-have skill in finance
• How hobbies and networking enhance professional impact
• What makes Treasury exciting—and why it’s worth building your career here

[00:00] - Introduction to Josline Ma

[01:25] - Josline’s Treasury background and career journey

[02:30] - How to attract young professionals into Treasury

[03:29] - Internship programs and internal Treasury education

[05:52] - Least favorite part of working in Treasury

[08:00] - Being limited by job title vs knowledge

[09:28] - Building training opportunities for junior Treasury talent

[12:54] - Josline’s 3 wishes for Treasury: A seat at the table, growth access, and soft skills

[19:14] - The importance of hobbies like gardening and winemaking

[21:45] - Power of networking in and outside the company

[26:54] - Why Josline loves Treasury and finds it exciting

Follow Guest Josline Ma on:

LinkedIn: https://www.linkedin.com/in/josma/

Company Website: https://www.bill.com

Follow Host Ernie Humphrey on:

LinkedIn: https://www.linkedin.com/in/erniehumphrey/

Facebook: https://www.facebook.com/ernest.humphrey.180

Instagram: https://www.instagram.com/humphrey.ernie/

YouTube: http://www.youtube.com/@TreasuryTruthorDare

Tiktok: https://www.tiktok.com/@ernietlc

Email: [email protected] 

Listen Now on:

Spotify: https://open.spotify.com/show/3FVATA2XvNsD6NBV7QdFnm

Apple Podcasts: https://podcasts.apple.com/us/podcast/treasury-truth-or-dare/id1788053021

Podcast Site: https://my.captivate.fm/dashboard/podcast/switch 

Don’t forget to subscribe for more episodes exploring Treasury Truths or Dares! Share your thoughts in the comments below.

#Treasury #CashManagement #FinanceCareers #Networking #Leadership #GlobalBanking

Is your professional brand getting lost in the Treasury Industry? Level up your unique brand’s presence with professional guidance from my ebook now for FREE: https://bit.ly/branding-guide-CPT

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In this episode of Treasury Truth or Dare, host Ernie Humphrey chats with Greg Lattanzi, Treasury Manager at IGS Energy, about leadership, mentorship, and the evolving role of Treasury professionals. Greg shares his passion for day-to-day operations, his approach to empowering team members, and how networking, both internally and externally has shaped his career. He also opens up about his unexpected background in pool maintenance and his endurance as an ultramarathon runner, all while offering wisdom for those new to the field.

Greg Lattanzi is an experienced Treasury professional with a dynamic background spanning finance, operations, and leadership. From his early days at Bridgestone Americas and Intelsat to his current leadership role at IGS Energy, Greg brings a hands-on, people-first approach to Treasury. Known for building internal Treasury brands within organizations and mentoring young professionals, he’s passionate about operational efficiency, professional development, and lifelong learning.

Expect to Learn:

• How Greg transitioned from traditional finance to leading Treasury at IGS Energy
• The importance of building an internal Treasury brand within a company
• How to lead without micromanaging and empower team growth
• The value of networking and mentorship in Treasury careers
• Why hands-on experience beats theory when breaking into the profession
• Greg’s unexpected professional past and ultramarathon experiences

In Today’s Episode:

[00:00] - Introduction to Greg Lattanzi and his background

[02:00] - Why Greg is passionate about cash management and day-to-day operations

[03:04] - Leadership lessons: staying hands-off and empowering teams

[04:16] - Greg’s unique past in pool maintenance and mentoring teens

[05:27] - Greg’s ultramarathon achievements

[06:15] - The power of networking in Treasury

[08:47] - How to support new professionals in Treasury

[10:00] - Greg’s advice: webinars, networking, certifications, and hands-on experience

[10:47] - How receptive Treasury professionals are to networking

[12:45] - Greg’s guilty pleasure movie: Margin Call

[14:10] - The importance of leadership and trust in Treasury teams

[15:21] - Building trust through transparency and growth-focused conversations

[17:28] - Final thoughts on why Treasury is a rewarding and evolving field

Follow Guest Greg Lattanzi on:

LinkedIn: https://www.linkedin.com/in/gregory-lattanzi-ctp-msml-32946025/

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Email: [email protected] 

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