Overcoming Treasury Career Challenges: Real Stories, Real Strategies from NY TCC Live

Join us for this special episode of the Treasury Career Corner podcast recorded LIVE at our New York event where host Mike Richards interviews three highly experienced Treasurers about their career journeys and the future of treasury.

The guests for this episode are:

Listen on:

Featuring

Frank Barbara

Managing Director & Assistant Treasurer at Blackstone

Trish Fisher

Treasurer at Wafra

David Viney

Vice President, Treasurer at Harley-Davidson Motor Company

Mike Richards

CEO, The Treasury Recruitment Company

About this episode

The episode discusses various topics including the importance of networking, the role of technology in treasury, and how to keep motivated in the field. The guests share their experiences and insights on these topics, emphasizing the need for continuous learning, building strong relationships, and adapting to change.

For more information on the Treasury Career Corner LIVE event please visit this link

Key Takeaways:

  • The importance of networking and building relationships in treasury.
  • The role of technology in transforming treasury operations and the need to adapt to new tools and processes.
  • The value of continuous learning and staying motivated in the field of treasury.
  • The significance of effective communication and storytelling in treasury roles.
  • The need to balance standardization and individualized attention in treasury operations.

If you’d like to get in touch with Frank, you can connect with him via his LinkedIn Profile

If you’d like to get in touch with Trish, you can connect with her via her LinkedIn Profile

If you’d like to get in touch with David, you can connect with him via his LinkedIn Profile

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Whether you’re at the gym, on your commute, or walking the dog – you can now make your podcast time count toward your professional development.

We’re thrilled to share that Treasury Career Corner podcast episodes now qualify for CTP and FPAC recertification credits through the AFP’s Independent Study category.

How It Works:

  • Each episode comes with a short multiple-choice quiz
  • Score 80% or higher and you’ll receive your credit confirmation
  • You track and submit your credits to AFP directly – nice and simple

➡️ The longer the episode, the more credits you can earn:

  • 30-minute episode = 0.6 credits
  • 45-minute episode = 0.9 credits
  • 60-minute episode = 1.2 credits

No filler. No fluff. Just real conversations with top treasury leaders on strategy, leadership, risk, tech, and team building - everything AFP expects at an intermediate to advanced level.

🧠 Quick Facts:

  • 📝 Quizzes are 8–10 multiple choice questions
  • 🎯 You need to get at least 80% to pass
  • 📨 We’ll send confirmation - you log the credit with AFP
  • 💼 You can include this as part of your recertification record
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Podcast 357 TCC Live 2024 NY Frank David Trish

Thanks for listening to the podcast.

Get 80% of the answers correct in this quiz to be awarded 1.2 credits for this 60 min + episode.

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✅ Do this once (unless you switch devices or clear your browser) – then you’re all set for future quizzes.

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1 / 10

What career path did Frank Barbera follow before joining Blackstone?

2 / 10

What unique factor helped Trish Fisher get her start in treasury?

3 / 10

What was David Viney's route into treasury?

4 / 10

What do the panelists agree is more important than having a finance degree?

5 / 10

Why does Trish refer to herself as a 'treasury nerd'?

6 / 10

What was a key takeaway from the panelists about adapting to remote work during COVID?

7 / 10

According to Frank, how can managers build strong, loyal treasury teams?

8 / 10

How does Trish advise young professionals to get the most out of treasury associations?

9 / 10

What skill did David develop by becoming a certified 'Red Team Thinker'?

10 / 10

How does the panel stay motivated in long-term treasury careers?

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