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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?
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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Earn CTP & FPAC Credits by Listening to the Podcast
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