Building Treasury Careers - How Houston’s Top Treasurers Make Themselves and Their Teams Visible

Building Treasury Careers - How Houston’s Top Treasurers Make Themselves and Their Teams Visible

What does it take to thrive as a treasury leader in today’s complex business environment?

In this engaging panel discussion recorded LIVE at our recent event in Houston, we bring together three powerhouse treasury professionals - Brook Ballard, Jordan Timberlake, and Fred Schacknies - who pull back the curtain on their careers, leadership philosophies, and the real-world challenges they’ve faced.

In this episode you’ll hear how they transitioned from banking and early finance roles into strategic treasury leadership, how they drive performance in hybrid teams, and why visibility, collaboration, and a strong sense of purpose are key to long-term success.

Whether you're building your career or managing a treasury function, this candid conversation delivers invaluable insights and practical takeaways straight from the top of the profession.

Meet the Guests:

  • Brook Ballard – Most recently the Treasurer of Oceaneering International

A veteran treasury leader with experience spanning Anadarko, Live Nation, AIG, Cheniere, and Oceaneering. Brook shares insights from building treasury functions across diverse industries.

  • Jordan Timberlake – Vice President, Treasurer and Investment Operations at Memorial Hermann Health System

Former banker turned treasury executive, Jordan discusses her career growth, managing investments and debt, and fostering team development in a major U.S. health system.


With a global background in FX, operations, and systems, Fred explores how treasury leadership has shifted from numbers to people and process.

Main topics discussed:

  • Career journeys from banking and other industries into treasury leadership
  • Building, scaling, and motivating treasury teams
  • The impact of hybrid work and how it shapes collaboration in treasury
  • The importance of cross-functional relationships and “Treasury 101” education
  • Strategies to increase the visibility and impact of the treasury function
  • Internships and talent pipeline development in treasury
  • The importance of identifying your “why” in your career
  • Advice for junior professionals on preparing for leadership roles
  • Creating metrics-driven environments and aligning treasury with corporate goals

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Episoder(451)

Why Treasury Careers Are About More Than Salary and Job Titles

Why Treasury Careers Are About More Than Salary and Job Titles

What do treasury professionals want from their careers now, and what do companies need to change if they want to hire the best people?In this special episode, Mike Richards is joined by Katie Hardy fr...

8 Sep 45min

Treasury Talent: Future Skills in the Age of AI

Treasury Talent: Future Skills in the Age of AI

Mike Richards joined the ACT Annual Conference 2026 in Liverpool for the roundtable session “Treasury Talent: Skills for the Future”, held in May 2026.This session explored the future skills treasury ...

1 Sep 59min

Why AI Will Challenge Treasury Professionals Who Fail to Adapt

Why AI Will Challenge Treasury Professionals Who Fail to Adapt

AI is reshaping how treasury professionals analyse information, manage workloads and make decisions.In this episode, Manoj Panda, Vice President and Treasurer at Bausch + Lomb, draws on more than 20 y...

25 Aug 45min

Why Cash Forecasting Is Part Science, Part Art and Always Changing

Why Cash Forecasting Is Part Science, Part Art and Always Changing

Cash forecasting has transformed dramatically as treasury has moved from manual processes and spreadsheets to automation, APIs and AI.But for Kim Kelly-Lippert, accurate forecasting still depends on s...

18 Aug 28min

Why Treasury Technology Needs More Than Just AI to Deliver Value

Why Treasury Technology Needs More Than Just AI to Deliver Value

AI may be dominating the technology conversation, but delivering real value in treasury requires much more than adopting the latest tools.Felix Meyer, Treasury Technology and IS Head at ABB Capital AG...

11 Aug 57min

Why Treasury Needs People Who Use AI, Not People Who Fear It

Why Treasury Needs People Who Use AI, Not People Who Fear It

Luke Maclean, Senior Global Treasury Director at CBRE, joins this episode to explore why the future of treasury belongs to people who use AI, not people who fear it.From automating repetitive work to ...

4 Aug 46min

How Treasury Leaders Build Stronger Business Partnerships

How Treasury Leaders Build Stronger Business Partnerships

Treasury is evolving fast - and the leaders who succeed today are the ones who can bridge strategy, technology, risk, and business partnership.In this returning guest episode, Karen Van den Driessche,...

28 Jul 1h 5min

Why Treasury and Tax Must Work Together, Not Stay Siloed

Why Treasury and Tax Must Work Together, Not Stay Siloed

Treasury and tax are often treated as separate functions, but when capital, cash, risk, debt, and business strategy are all connected, working in silos can create costly problems.In this episode, we c...

21 Jul 45min

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