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The Power of Lifelong Learning in Treasury

In this episode I’m delighted to be joined by Jim Kaitz, President and CEO of the Association for Financial Professionals (AFP).


Jim Kaitz

Jim Kaitz

President and CEO of the Association for Financial Professionals

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About this episode

Jim shares with us his compelling  insights on the evolution of the treasury profession and the importance of lifelong learning.

The Association for Financial Professionals (AFP) is an association that represents treasury and financial professionals globally.

The organization established and administers the Certified Treasury Professional® and Certified Corporate Financial Planning & Analysis Professional® credentials, setting standards of excellence in finance.

The AFP Annual Conference is also the largest networking event for finance professionals.

Jim is an expert in treasury and finance. He has over 26 years of experience leading the AFP and was formerly EVP and COO of the Financial Executives Institute, a professional association of over 14,000 senior financial executives representing 8,000 companies in the United States.

On the episode Jim discusses his career journey, starting from his political background to his role at the AFP. He talks about the strategic changes made by the AFP, including the shift from cash management to a broader focus on treasury and finance. He emphasizes the importance of adapting to technological advancements and the need for finance professionals to become analytics hubs within their organizations.

What to expect from the episode:

  • Insights into the role of treasury and finance professionals in different parts of the world.
  • The challenges faced by finance organizations in embracing technology.
  • The importance of communication and creativity in the finance profession.
  • The role of education in preparing future treasury and finance professionals.
  • The significance of lifelong learning and encouraging employees to be lifelong learners.

You can connect with Jim Kaitz on LinkedIn.

Are you interested in pursuing a career within Treasury?

Whether you’ve recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. Find out more here. Or, send us your CV and let us help you in your next career move!

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