Lee-Ann Perkins
Lee-Ann PerkinsAssistant Treasurer
Lee-Ann Perkins, CTP(CD), FCT is the Assistant Treasurer at Specialized Bicycle Company, a global leader in the high-end bicycle and bicycle components business. Originally from South Africa she received her bachelor’s in Management Accounting before moving to the USA on expat assignment with her husband. She obtained an MBA with honors and due to a continued interest in compliance and governance Lee-Ann completed the inaugural Financial Compliance Certificate through Chicago-Kent Law School in 2016. In 2021 she was awarded the FCT fellow designation with merit from the Association of Corporate Treasurers in the U.K.

Lee-Ann holds the Association of Finance Professionals (AFP) CTP and CTP (CD) Canadian certifications and is recognized as a Subject Matter Expert by the AFP serving on the CTP exam formulation committee since 2008. Lee-Ann has been a member the AFP Treasury Advisory Group since 2017 and current Advisory Board member for NACHA. She has served on the Houston Treasury Management Association Board as President & Chairman and held various other committee roles over the years.

Lee-Ann has been a Treasury practitioner for 18 years and held roles in increasing authority in Publicly traded Oil and Gas and construction industries.

Joel Campbell
Joel CampbellChief Financial Officer
Joel Campbell is Chief Financial Officer of TreviPay, the global B2B payments and invoicing network, based in Overland Park, Kansas where he leads the company’s Finance, FP&A, Accounting, Tax, Treasury, and Facilities & Procurement functions, with primary focus on managing all financial aspects of the business and the relationship with its private equity ownership team at Corsair Capital.

Joel joined TreviPay from H&R Block in Kansas City, Missouri where he served as Vice President, Treasurer and Chief Risk Officer and led Block’s global Treasury and Risk Management functions focusing on capital structure strategy, treasury operations, banking, rating agency, and debt investor relations, and the company’s insurance & risk management and ERM programs. Prior to H&R Block, he was Vice President & Assistant Treasurer at Western Union, and held increasingly responsible positions in corporate Treasury at both Ameriprise Financial and Travelers.

Since 2018, he has served on the School of Business Administration Advisory Council at Cedarville University and is the former Chairman of the Board for the Beyond Angel Network where he is a Founding Angel Investor and Board Member.

Joel joined the Board of Directors for the Association of Finance Professionals in 2022 and was named a 2022 CFO of the Year by the Kansas City Business Journal. He holds an M.B.A. in Finance from the University of Minnesota, Carlson School of Management, a B.A. in Accounting from Cedarville University, and is a Certified Public Accountant.

Mike Richards
Mike Richards CEO - Host
Mike Richards is the CEO & Founder of the Treasury Recruitment Company.

Established in 2002, The Treasury Recruitment Company are the only truly Global Treasury Recruitment firm in the world. They recruit at all levels within Corporate Treasury from Treasury Analyst to Treasury Director for multinational corporates, consultancies and a range of financial institutions.

Mike regularly speaks at Treasury Recruitment conferences such as the EuroFinance International Treasurers Conference, the Windy City Summit in Chicago and the AFP USA Treasurers Conference about the power of personal branding, how to attract, manage and retain treasury talent and the latest trends happening within the global treasury recruitment market.

In addition Mike also hosts the popular podcast www.TreasuryCareerCorner.com where he interviews treasury professionals about their careers.

AFP, San Diego – 22nd – 25th October

The Main Event

Join Mike Richards and two amazing senior treasury practitioners for a session on “Achieving Career Success in the New Hybrid World of Remote & In-Person Treasury Teams.”

Don’t miss this opportunity to gain valuable insights and learn from industry experts on how to navigate the changing world of work in the treasury field.

See you there!

Full details of the session below:

Session Description:

The shift to remote work has presented several challenges for corporate treasury professionals, including technology issues, unequal participation in meetings, and difficulty maintaining social connections and company culture.

Mike Richards, CEO of The Treasury Recruitment Company discusses with two leading Corporate Treasury practitioners the methods they have employed to address these challenges.

In the session we talk about the efforts they have made to level the playing field for remote workers and hybrid / in person treasury teams. The strategies they have used to maintain social connections as well as fostering creativity whilst effectively integrating new employees into the company culture.

Learning Objectives:

  • The speakers outline a range of strategies for levelling the playing field for remote workers focusing on ways to ensure that remote & hybrid workers are afforded the same opportunities and resources as in-person workers and are coached on how to overcome the challenges that can arise from remote work.
  • With a shift towards remote work, it can be difficult to maintain the same level of social connections that exist in an in-person work environment. The speakers discuss ways to foster social connections, maintain team cohesion despite physical distance and effectively integrate new employees into company culture.

 Why is This Session Important to Treasury & Finance Practitioners?:

This topic is important because it reflects the significant changes and challenges that have arisen because of the COVID-19 pandemic. Remote work has become the norm for many organizations, practitioners need to adapt to the new hybrid world and find ways to effectively manage their teams and operations from a distance.

The hybrid world of remote and in-person teams requires new approaches to communication, collaboration, and leadership, as well as the ability to balance the demands of both personal and professional life. All these factors make it crucial for treasury and finance practitioners to embrace the future of their field and work towards career success in the new hybrid world.

For more information about this event: https://conference.afponline.org/

The Schedule

Tues 24th October, 2pm

Registration Closes In