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Treasurer's User Groups

Josie  Co's Profile

I'm transitioning from Controller to a Treasurer.   Treasury is totally new to me. Being at a small company growing at a fast pace, there's of course no job description of what is expected from the Treasurer. Can someone provide any Treasury user group that I can join and be educated of the responsibilities of a Treasurer?



Ernie Humphrey CTP
Title: VP, Thought Leadership
Company: Stampli
LinkedIn Profile
(VP, Thought Leadership, Stampli) |


There is a resource posted on the site that outlines the current and emerging roles of a treasurer ( ).

LinkedIn has groups, but frankly none are very active with relevant "Treasurer" Content". We have a "Treasurer Connection" Group ( right here on Proformative that you should join and you can ask questions to those within the group who are all Treasurers or Assistant Treasurers.

Also there are several associations to consider, but all cost money and some may not provide you the best ROI. I would be happy to discuss with you offline.
Please drop me an e-mail at EHumphreyatproformative [dot] com

Josie Co
Title: Controller
Company: DataStax
(Controller, DataStax) |

Thanks for the presentation. I have already made a request to join the Treasurer Connection group and is waiting to hear from the group moderator.

Mark Krawczyk
Title: CFO
(CFO, ) |

Ernie did not mention the Association for Financial Professionals, but they are another good source for information on treasury operations and treasurer responsibilities............good luck

Ernie Humphrey CTP
Title: VP, Thought Leadership
Company: Stampli
LinkedIn Profile
(VP, Thought Leadership, Stampli) |

Hey Mark, thanks for your input and AFP can certainly be a good resource. I know so because I used to work there.

There are others as well, but like AFP they are not free.

Riju Kumar
Title: Treasurer
Company: Haemonetics
(Treasurer, Haemonetics) |

Not sure if you are a member of FENG (Financial Exectuvie Networking Group). They have a Treasury group led by Bruce Lynn. There is discussion on treasury matters there as well. If you are not a member, any one in your professional network (fellow controllers, bankers, auditors, etc.) who knows you and is willing to sponsor you can do so. There is no cost to membership. (

In addition, if you just go to wikipedia and search for Treasurer, you will find lots of information as well.
See Corporate Treasurers section.

In addition, you should/could rely on your bankers as well.

Scott Gunn
Title: CFO
Company: In-Transition
(CFO, In-Transition) |

I would like to note that "sponsorship" does not necessarily equal FENG membersship. I have a treasury colleague who has been nominated more than once by different FENG members and since he did not have "the right title" he was not granted FENG membership.

Jim Schwartz
Title: Corporate financial advisor
Company: Wabash Financial Strategies
(Corporate financial advisor, Wabash Financial Strategies) |


I've been a member for 10+ years and co-chair the Leasing special interest group. FENG follows a pay-it-forward networking philosophy. It's a group for senior financial pros as evidenced by responsibility levels (frequently, that means title), age (40+ is the target) and comp (~$100K+). You've already been a controller so qualifying on the basis of responsibility is probably not a big hurdle.

Matt Bud has chaired The FENG for several years and managed its growth from a few dozen members to over 37,000 today. He personally reviews credentials and signs off on all membership applications to assure fairness and consistency.

While I believe you will find the organization can be valuable (like anything, it depends on how much you put into it), there's no organized program along the lines of "this is what a treasurer does every day."

Good luck in your new role.

Ernie Humphrey CTP
Title: VP, Thought Leadership
Company: Stampli
LinkedIn Profile
(VP, Thought Leadership, Stampli) |

Josie, the bottom line is that you need many resources to assist you in your professional development and this includes your current transition. This includes organizations such as AFP and FENG, and of course Proformative. You may want and need to use them all. I would just advise that you measure the ROI you get in terms of the time ( and in some cases money) that you are spending.


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