Is the treasury function still confined to risk management and cash preservation? Not anymore.

In this weeks’ episode with returning guest Joseph Neu, Founder and CEO of NeuGroup, we discover how the role of corporate treasury is undergoing a radical transformation. Treasury is stepping out of the back office and into a strategic spotlight - enabling profit, shaping business decisions, and influencing the future of finance. Learn what it really takes to evolve from technical operator to strategic business partner in a world driven by automation, AI, and cross-functional collaboration.

This week, we welcome back a trailblazer in the treasury world – Joseph Neu, Founder and CEO of NeuGroup. With over three decades of experience creating and facilitating peer groups for the world’s top finance professionals, Joseph offers a rare, research-driven lens on how the treasury function has shifted and where it's headed next.

In this episode, Joseph shares lessons learned from 30+ years of sitting at the table with treasury leaders across industries. From the early days of derivative disasters and newsletters to today’s AI-enabled finance transformation, Joseph reveals how treasury has quietly become one of the most impactful functions within modern corporations.

Listeners will gain behind-the-scenes insights into how peer learning empowers finance leaders, why treasury must move beyond technical silos, and what skills the next generation of treasurers must develop to thrive in an evolving landscape.

Main topics discussed:

• Joseph’s journey from researcher to leader of influential peer groups in the treasury space
• How the NeuGroup model fosters high-value, curated peer learning for finance leaders
• The biggest shifts in treasury over the past 30 years - from derivative disasters to AI integration
• Why treasury is moving from a support function to a strategic business partner
• How AI and automation are reshaping the scope of treasury roles
• Common pitfalls in treasury tech implementations and how to avoid them
• How to measure the success and value of treasury teams in a non-profit-generating function
• Advice for current and future treasury leaders at every level
• Why peer networking is non-negotiable for treasury professionals

You can connect with Joseph Neu on LinkedIn

❓Quick Quiz Link to CTP quiz for Joseph’s Episode❓

https://treasuryrecruitment.com/?post_type=ays-quiz-maker&p=7502

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What do you get when a classically trained percussionist trades the concert hall for the corporate boardroom?

In this episode, we uncover the extraordinary journey of Evan Bertrand from performing orchestral music to leading treasury and investor relations at major corporations during times of crisis, growth, and transformation.

This is an inspiring story of reinvention, resilience, and the real-world impact of finance at the highest level.

Evan Bertrand is the Director of Investor Relations at Forward Air Corporation, a leading international logistics and trucking company. With a career spanning ExxonMobil, Solera, and Six Flags, Evan has carved out a unique path from classical music to high-stakes corporate finance, specializing in treasury operations, cash management, and capital markets.

His cross-industry experience and dual expertise in treasury and investor relations offer valuable insights for finance professionals navigating change and complexity.

Main topics discussed:

• How Evan transitioned from a professional music career to finance and ultimately to treasury and investor relations.
• His early roles at ExxonMobil and the importance of rotational programs and mentorship.
• Managing a $20B commercial paper program during an oil price collapse.
• Challenges and strategies while constructing a global treasury function from scratch post-LBO at Solera.
• Navigating Six Flags through the pandemic and implementing ERP-banking integration.
• What it takes to manage investor expectations and build relationships on Wall Street.
• The benefits of combining treasury and investor relations into one strategic role.
• Trends shaping treasury today, including the rise of automation and fraud prevention.
• Key decisions and mindset shifts that shaped Evan’s career trajectory.

You can connect with Evan Bertrand on LinkedIn.

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🎙️ Subscribe to the Treasury Career Corner podcast - Never miss an episode! Hit subscribe on your favourite platform:

• 🍏Apple Podcasts – https://podcasts.apple.com/gb/podcast/treasury-career-corner/id1436647162
• 🎧Spotify – https://open.spotify.com/show/641KUrhdoQPynLc1q2Guqn

🎓 Save $150 on CTP, FPAC & AFP Boston 2025 - Exclusive discounts for treasury professionals – thanks to our trusted partners.

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What happens when a seasoned finance professional is tasked with creating a treasury function from scratch?

In this episode, Richard Abigail, Group Treasurer and Head of Corporate Finance at Knight Frank shares how he shaped treasury roles across multiple industries, tackled global financial challenges, and ultimately transformed the treasury landscape at Knight Frank.

This week, Mike Richards is joined by Richard Abigail, Group Treasurer and Head of Corporate Finance at Knight Frank LLP. With a career spanning from auditing to international corporate finance, Richard brings deep insights into treasury transformation, risk management, and operational leadership.

Prior to Knight Frank, he held key roles at companies like iTouch Ventures and Arup, navigating everything from acquisitions to global cash pooling.

Main topics discussed:

• Richard’s transition from audit to corporate finance and treasury at iTouch.
• How managing cash and acquisitions led to his treasury focus.
• Key initiatives like navigating China's cash repatriation rules and executing twin refinancing and real estate transactions.
• Treasury Transformation at Arup: Building global cash pools and shifting internal culture toward cash efficiency
• Knight Frank’s Treasury Buildout: Designing a treasury function from the ground up for a partnership-based real estate firm.
• Insights into handling regulated client funds and working within RICS frameworks.
• Sustainable Finance Innovation: Plans to implement sustainability-linked partner capital loans.
• Why Richard values being a “fast follower” rather than an early adopter when it comes to technology in treasury.
• Advice for Aspiring Treasurers and the importance of education, understanding your business, and staying curious.

You can connect with Richard Abigail on LinkedIn.

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