What I Would Do If I Was Setting Up a Treasury for the First Time

For fintech founders who know they need treasury management but don’t know where to start After seeing countless fintech startups struggle with treasury management, here’s my roadmap for building treasury operations from scratch: Start with the Foundation: Cash Visibility Your first priority isn’t fancy investment strategies – it’s knowing where your money is, when it […]

Treasury Turtle- How to get a seat at the table

As a treasurer you have a unique view of the business, you see everything, know everyone and can see into the future with your forecasting and insight. Here are 5 steps that you can take to ‘grab a spoon’ (Friends reference) and get your voice heard when the decision-makers are setting the business strategy.  1. […]

Treasurers of Tomorrow- The 100 Day Plan

You may or may not have heard, but our first Treasurers of Tomorrow event was held yesterday morning in a beautiful office in Soho. Yes, we drank coffee, we ate pastries, and we chewed the fat. But we also connected through our common passion for treasury. The ambition in the room was palpable, with everyone […]

5 Management Lessons from a Toddler

5 Management Lessons from a Toddler Managing an individual can be simultaneously the most rewarding and frustrating task. To see someone learn and blossom is a gift, however this experience is often peppered with the daily angst of wondering why they do things so differently.  Why don’t they check in more? Why aren’t they taking […]