The Treasury Career Corner

AI in treasury has moved well beyond experimentation. As the technology matures, treasury teams have more opportunities to automate manual work, connect their data and free up valuable time for higher-value activities.In this episode of the Treasury Career Corner, Mike Richards catches up with James Kelly, Co-Founder of Your Treasury, to explore how AI is changing the way treasury teams operate and why now is the time to start embracing it.Through Your Treasury, James works with treasury teams to solve practical challenges using AI, automation and better use of data, helping them rethink processes that have traditionally required significant amounts of manual work.A lot can change in 15 months in the world of AI.Since Mike and James last spoke, treasury teams have moved from asking about potential AI use cases to exploring how the technology can solve real problems. James explains how developments such as AI agents are putting more powerful tools directly into the hands of treasury professionals, without always requiring extensive IT resources.He shares practical examples of what this looks like, including cash forecasting processes reduced from dozens of hours to just a few hours and a pensions reporting process cut from more than two days to around 30 minutes.James also discusses why many treasury challenges are ultimately data challenges, where human judgement remains essential, and why treasury professionals need both enthusiasm and carefulness when adopting AI.What we discuss:How AI adoption in treasury has changed over the past 15 months.Why AI agents are giving treasurers greater autonomy over end-to-end workflows.Why so many treasury challenges ultimately come back to disconnected, inconsistent or poor-quality data.How cash forecasting can be redesigned from a heavily manual process into a more automated, data-driven workflow.How AI can help treasury teams tackle FX exposures, KYC, account opening and contract monitoring.How one pensions reporting process was reduced from more than two days of work to around 30 minutes.Why James starts AI training by encouraging treasury professionals to explore the technology before applying it to treasury-specific problems.Why enthusiasm for AI needs to be balanced with accuracy, careful review and choosing the right tool for the task.You can connect with James Kelly 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/👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

What started with one conversation in 2018 has grown into 450 podcast episodes, Treasury Career Corner LIVE events, Senior Treasury Roundtables and Ask the Treasurer sessions across the world.In this special episode, Mike Richards looks back at where the Treasury Career Corner podcast began, the career questions that have remained consistent and how a bloke in a shed with a microphone became part of a much wider treasury community.This special solo episode is hosted by Mike Richards, CEO and Founder of The Treasury Recruitment Company and host of the Treasury Career Corner podcast.For eight years, Mike has spoken with treasury professionals about where they started, the challenges they faced, the decisions that changed their careers and the lessons they would share with those following behind themThe Treasury Career Corner podcast began in 2018 with Sarah-Jane Hall and a simple idea: sit down with great treasury professionals and ask them about their careers.And it’s that first conversation with Sarah-Jane Hall, remains the podcast’s most downloaded episode to date.Eight years and 450 episodes later, the podcast has grown into a wider treasury community. Alongside the weekly interviews, Treasury Career Corner now includes LIVE events, Roundtables for senior treasury leaders and Ask the Treasurer sessions for analysts, managers and those earlier in their careers.In this episode, Mike revisits some of the archive’s most popular conversations and the career themes that treasury professionals continue to ask about today.What We CoverHow the first episode with Sarah-Jane Hall became the podcast’s most downloaded conversationThe journey from one episode in 2018 to nearly 450 weekly episodesHow Treasury Career Corner expanded from a podcast into LIVE eventsThe development of Treasury Round Tables for senior treasury leadersHow Ask the Treasurer connects developing professionals directly with experienced treasury leadersWhy career development, learning and leadership remain consistent themesMoving into treasury and progressing beyond technical expertiseThe growing impact of technology, digitalisation and AI on treasury careersTop 10 downloaded Treasury Career Corner episodesInside the Mind of a Global Treasurer with Sarah-Jane HallThe Evolving Nature of an International Treasury Career with Wolfgang RatheiserWhy Learning is Not a Luxury in Treasury with Mina NasifHow to Develop a Successful Treasury Department with Nick TaylorDigitalization & AI: Transforming Treasury in the Luxury Industry with LVMH’s Burak YildirimTransitioning from Banking to Corporate Treasury with Ben LoperCareer Pointers for Newcomers to the World of Treasury with Thomas BalishHow to Develop Competence in Treasury with George TerzievSteps to Treasury Success with Gary McGuireHow Gary McGuire Climbed the Treasury Career LadderChoose an episode you have not heard before or return to a conversation that helped you earlier in your career.Thank you to every guest who has shared their treasury career and everyone who has listened.

Treasury transformation is not just about implementing new technology. It is about improving processes, understanding the business, giving teams the capacity to deliver change, and ensuring technology creates measurable value.In this episode, John James Dunne the Founder and Principal of Elevate Treasury Advisory explores how treasury teams can use technology, data and external support to drive meaningful strategic change - while avoiding the mistake of simply automating inefficient processes.John James Dunne is the Founder and Principal of Elevate Treasury Advisory, supporting CFOs, treasurers and finance leaders with treasury transformation, liquidity, risk, governance and technology.He is also involved in treasury education and developing the next generation of treasury professionals through his work with the Irish Association of Corporate Treasurers.In this conversation, John James shares his perspective on what makes treasury transformation successful and why technology alone is rarely the answer.He explains the importance of getting processes into the right shape before implementing a treasury management system, creating early wins to maintain momentum during long transformation projects, and using data to help senior leaders make better decisions.The discussion also explores why many treasury teams benefit from external support when internal capacity is already stretched, how treasury professionals can become stronger business partners, and why technical expertise must be matched by communication, judgement and an understanding of the wider business.Main Topics Discussed:Why treasury transformation should begin with process improvement before technology implementationHow external support can provide additional capacity for treasury teams delivering major projectsThe challenges of implementing a treasury management system while maintaining business-as-usual activityWhy creating early wins during transformation projects helps free capacity and maintain team momentumHow treasury teams can use Power BI, dashboards and self-service analytics to support C-suite decision-makingWhy treasury professionals need to understand the underlying business, not just the treasury numbersThe risks of becoming over-reliant on AI and technology without understanding the fundamentalsWhy communication, influencing and business partnering skills become increasingly important as treasury professionals progressYou can connect with John James Dunne 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/👉 FIND OUT MORE HERE https://treasuryrecruitment.com/partners/

What do treasury professionals want from their careers now, and what do companies need to change if they want to hire the best people?In this special episode, Mike Richards is joined by Katie Hardy from The Treasury Recruitment Company to compare notes on how treasury careers, hiring and candidate expectations have changed.They explore job titles, salaries, hybrid working, skills, networking and why both candidates and clients need to think differently about the treasury market today.After seven years working together, Mike and Katie take a practical look at what they are hearing every day from treasury professionals and hiring managers across the UK, Europe and US.They discuss why treasury job titles can mean completely different things from one company to another, and why candidates are looking beyond salary at progression, flexibility, leadership, culture and what a new role will actually add to their career.Mike and Katie also compare salary and hybrid working expectations across the US, UK and Europe, including why the same role cannot simply be benchmarked in the same way across different locations.On the hiring side, they look at why companies need to challenge old job descriptions, identify the genuine non-negotiables and stop searching for a perfect candidate while expecting to pay below the market.For treasury professionals, the message is equally practical. Show what you have achieved, keep your CV and LinkedIn profile up to date, benchmark your salary and build your network before you need your next job.They also discuss why interviews are a two-way process, why good candidates need to be sold the opportunity and why slow hiring processes can cost companies the people they really want.---🎙️ 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💡 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/

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 CompanyAlan Chitty, Group Treasurer at PepcoVictoria Underwood, Treasury Manager from Imperial BrandsThe 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-off00:46 Format and Participation01:25 Meet the Panel03:45 AI Adoption Today04:57 Copilot vs Claude Debate08:25 What Humans Still Do10:17 Jobs and Team Reshaping13:44 Recruitment Market Shift15:18 Hiring for Future Skills19:22 Communication and Impact24:41 Networking and Visibility26:55 Training Juniors in AI Era30:40 Hiring for Attitude31:08 Interviewing for Curiosity34:30 Psychometrics and CV Signals37:00 Future Skills in Treasury40:54 Treasury Plus Networking43:15 Soft Skills Simplify Jargon46:04 AI Written CVs and Interviews49:44 Switching into Treasury53:12 Career Skills and Communication55:56 Roundtable and Wrap Up---🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Subscribe on your favourite platform:CLICK HERE for 🎧Spotify PodcastsCLICK 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/