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Top Tips for Business Success with John Engeman


About this episode

The world of treasury is constantly changing, and it’s important to stay on the ball. While COVID has thrown curveballs, it’s pushed treasury pros to adapt rapidly. In this episode of The Treasury Career Corner, we go through the archives to dust off this 2019 episode with John Engeman. John also returns to discuss what has changed since his last appearance and to update us on his career. Since he was last on the show, John has taken the role of Vice President, Global Treasurer at InvestCloud. John discusses his journey into treasury, why he switched positions, and he also has a multitude of top tips on leading businesses to success through treasury. John Engeman is a senior finance and treasury professional with experience working for global companies in fintech, fashion, telecommunications, healthcare, and insurance. John is a Certified Treasury Professional (CTP), a Certified Management Accountant (CMA), and Certified Financial Manager (CFM). He is also a leader in the Toastmaster organisation where he achieved their highest award, Distinguished Toastmaster (DTM). John earned an MBA from Hofstra University and a BBA (Finance) from the University of Notre Dame. He also authored his first book, titled 12 Lessons for Success in Business and Beyond. InvestCloud is a California-founded company that has grown from an idea in a garage to a platform with over 550 direct clients and over $6 trillion of assets in just over ten years. They enable wealth and asset management firms and their advisors to deliver better outcomes and experiences to their investors, today and tomorrow. InvestCloud is committed to delivering powerful solutions that will set a new industry standard for how people interact with, manage, and grow their wealth.

On the podcast, John Engeman and I discussed…

  • John’s book, 12 Lessons for Success in Business and Beyond
  • How gaining experience in retail helped him move into treasury
  • His career moves – from ‘contributor’ to manager, and public to private
  • John’s top tips for business success
  • Is cash visibility key?
  • John’s career since his appearance in 2019
You can connect with John Engeman on LinkedIn.

Are you interested in pursuing a career within Treasury?

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