Next-Generation Treasury Talent & Succession Planning Strategies

Next-Generation Treasury Talent & Succession Planning Strategies

What does it take to build a treasury team that thrives across generations, adapts to global challenges, and embraces AI without losing the human touch?

In this special episode, Winny Li, Ellen Cornelissen and Mike Richards explore the strategies top treasurers use to shape the future of their teams - captured in front of a live audience at one of the world’s premier treasury events.

This episode of the Treasury Career Corner podcast was recorded live at the 34th EuroFinance International Treasury Conference in Budapest, bringing together treasury professionals from around the world.

Host Mike Richards is joined on stage by these two amazing leading global treasurers to discuss how forward-thinking organizations are redefining what it means to build, develop, and retain treasury talent in today’s fast-changing world.

Guests Speakers:

  • Winny Li, Group Treasurer at PPD, part of Thermo Fisher Scientific
  • Ellen Cornelissen, Treasury Director, Europe & Asia at Filtration Group

From hybrid work expectations and multi-generational teams to leveraging AI and promoting a culture of curiosity, this engaging panel discussion delivers valuable insights for treasury professionals at every stage of their careers.

What We Cover in This Episode:

  • Defining next-generation treasury talent: What skills and qualities matter most?
  • Building global teams: Collaboration across time zones and cultures
  • The evolving priorities of treasury professionals: Hybrid work, purpose, and benefits
  • Succession planning: Embedding it into your team from day one
  • Encouraging cross-generational collaboration and mutual learning
  • Balancing formal education with real-world training and rotations
  • How AI is used (and misused) in treasury - from policy writing to hiring
  • Fostering psychological safety and continuous development in teams

You can connect with Winny Li on LinkedIn.

You can connect with Ellen Cornelissen on LinkedIn.

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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...

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Why Treasury Technology Needs More Than Just AI to Deliver Value

Why Treasury Technology Needs More Than Just AI to Deliver Value

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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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