The Guide to Excellence in Treasury:
An Audiobook from our Professional Development

Treasury sits in a unique position in the organization, and excelling as treasurer requires unique strategy and the proper mindset across multiple areas. With insights covering everything from important steps for the new treasurer to leading practices for securing resources, overcoming blind spots, staff development, metrics, technology, working capital, and more, the Guide to Excellence in Treasury eBook offers strategies and fine-tuned approaches to major areas of challenge for treasurers.

Whether you’re aiming to become a treasurer, have just landed the job, or have held the position for years but are still seeking ways to improve and grow, this guidebook should have some ideas that will help you and your organization thrive.

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0:00 Opening
1:30 Introduction
2:24 Preparing to Become the Treasurer
7:16 First Steps for the New Treasurer
12:05 Effective Communication
24:19 Securing Resources
30:04 Overcoming Blind Spots
35:59 Building and Developing Your Team
47:33 Metrics
55:59 Approaching Technology Intentionally
1:00:49 Taking Ownership of Cash, Working Capital, and Payment Security
1:16:56 Basics of Risk Management
1:21:21 Closing

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Becoming a Treasurer Series

This series within The Treasury Update Podcast explores questions around being a successful treasurer. They include how to prepare, what needs to be measured, how to communicate effectively, how to develop a team, and how to get the resources needed.