Why Lifelong Learning is the Key to Treasury Career Success

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Treasury isn’t just about cash management anymore - it’s about leadership, strategy, and shaping the financial future of organizations.

In this special revisited episode of the Treasury Career Corner Podcast I reconnect with the amazing Jim Kaitz, President and CEO of the Association for Financial Professionals (AFP). We dive deep into how the role of treasury professionals is evolving, why upskilling is more critical than ever, and how technology is reshaping the finance function.

Whether you’re a seasoned treasurer or just starting your finance career, this episode is packed with valuable insights.

Jim Kaitz is the President and CEO of the AFP, an Association that represents over 15,000 treasury and finance professionals globally. With nearly 27 years at the helm of AFP, Jim has played a pivotal role in shaping the future of treasury and finance education. Under his leadership, AFP has expanded globally, evolved its certifications, and remained at the forefront of industry trends.

On the episode, Jim discusses his journey in finance and treasury, from working in politics to leading the AFP. He also talks about the importance of the AFP's name change and the expansion of the treasury profession. Jim emphasizes the need for finance professionals to embrace technology and become strategic partners in their organizations. He also highlights the importance of lifelong learning and the role of education in shaping the future of treasury and finance.

Main topics discussed:

• How the profession has shifted from traditional cash management to a more strategic leadership role.
• The growing impact of AI, automation, and analytics on finance functions.
• How treasury professionals are now involved in financial planning, business strategy, and enterprise-wide decision-making.
• Why professional development is crucial and how AFP’s Certified Treasury Professional (CTP) and FP&A certifications help finance professionals stay competitive.
• The need for treasury and FP&A professionals to embrace new technology and become true business partners.
• Key takeaways from the world’s largest treasury and finance gathering, including networking, industry insights, and career development opportunities.
• The value of lifelong learning, mentorship, and continuous upskilling for long-term success.
• Update on Jim’s upcoming retirement after 27 years at AFP and the passing of the leadership to Pat Culkin.

You can connect with Jim Kaitz on LinkedIn.

Or visit the AFP's website to learn more about their resources and certifications for treasury professionals: https://www.afponline.org/

Are you interested in pursuing a career within Treasury?

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