In this episode of the Treasury Whisperer's Talkcast Podcast, host Seth Marlowe interviews Lori Burns, Founder and CEO of RUBYFIVE (www.therubyfive.com). RUBYFIVE helps businesses take control of their cash flow by going beyondtraditional automation and embracing cutting-edge payment technologies. Lori discusses her vision for revolutionizing business payments through real-time solutions. She emphasizes the importance of convenience and control in cash management, drawing parallels between consumer expectations and business needs. Lori shares insights on the integration of payment technologies, the challengesof educating businesses about real-time payments, and the potential of stable coins. She also reflects on her entrepreneurial journey, the role of mentorship, and her personal strategies for recharging after intense work periods.
In this episode of the Treasury Whisperer's Talkcast Podcast host Seth Marlowe interviews Shai Stern, founder of GoTavi (www.gotavi.co), a business orchestration platform designed to streamline the entrepreneurial journey. Shai shares insights on the purpose of GoTavi, the challenges faced by small and medium-sized businesses (SMBs), and the importance of having a unified platform for various business needs. He reflects on his experiences at CheckAlt, the lessons learned, and the proud moments in his career. The conversation also touches on the future of check processing, innovative ideasin the payments industry, and the need for the aging workforce to attract younger talent. Shai emphasizes the importance of gratitude and the influence of various individuals throughout his career.
In this episode of the Treasury Whisperer's Talkcast Podcast host Seth Marlowe interviews Camellia George, Co-Founder and CTO of Koxa (www.koxa.io). Koxa builds ERP banking connections to support information transfer and address trouble spots for corporate treasuries seeking account statements and payment initiation. They discuss her journey in moving the enterprise side of banking forward, the complexities of managing multi-bank relationships across ERP systems like NetSuite and Workday, and her thoughts on the future of instant payments (RTP and FedNow) in embedded use cases; but first, we'll find out if this Brooklyn resident is a Mets fan, a Yankees fan, has a favorite baseball player, or has a prediction for the 2025 World Series.
In this episode of the Treasury Whisperer's Talkcast Podcast, Seth Marlowe interviews Aron Chazen and Peter Lang of Treasury Curve (www.treasurycurve.com) recorded live from the exhibit hall of the AFP conference in Boston. Aron is CEO and co-founder of Treasury Curve while Peter serves as the firm's Chief Product Officer. They discuss the conference, the impact of automation and technology on the workforce, how embracing technology is crucial for personal and organizational growth, and how the future of work will require a mindset shift towards technology.
In this episode of the Treasury Whisperer's Talkcast Podcast, Seth Marlowe interviews Jacob Zachs, the Founder and CEO of Fasten Rewards (www.fasten.cc). Jacob discusses the inception and development of Fasten Rewards, a credit card designed to reward consumers for their auto-related expenses including auto loans and auto leases. He shares insights on the unique features of the card, including its competitive rewards structure, the importance of partnerships with dealerships, and strategies for engaging consumers. Jacob emphasizes the need for a broad rewards program that caters to various consumer needs and highlights the potential for growth in the auto finance market.
In this episode of the Treasury Whisperer's Talkcast Podcast, Seth Marlowe interviews Bridget Meyer, a seasoned expert in treasury and bank fee reporting. Bridget shares her journey from working in government to her current role at Redbridge Treasury & Debt Advisory (www.redbridgedta.com), discussing the intricacies of bank fees, the importance of networking, and her passion for educating others in the treasury community. She emphasizes the need for transparency in bank fee reporting and the value of data in treasury management. The conversation also touches on her initiative to create educational videos for the treasury industry and her unique branding as "Red Bridget."
In this episode of the Treasury Whisperer's Talkcast Podcast, host Seth Marlowe shows off his work using Google Notebook LM producing a pair of AI podcasters he's named Tessa Logix and Max Ledger. Tessa and Max dissect the first series of Talkcast Podcast interviews and discuss the themes in treasury and payments from this initial group of podcast guests. It is truly an AI takeover of Marlowe's podcast.
In this episode of the Treasury Whisperers Talkcast, host Seth Marlowe interviews Ernie Humphrey, CEO of Treasury Webinars (www.treasurywebinars.com) and 360 Thought Leadership Consulting and host of his own podcast, "Treasury Truth or Dare". In this engaging conversation, they discuss Ernie's journey from a treasury manager to a thought leader in the treasury and finance industry, the importance of personal branding, his colorful conference wardrobe, collaboration between treasury and the Office of the CFO, and the evolving role of technology, particularly AI, in treasury operations. Ernie emphasizes the need for treasury professionals to take control of their career development and the significance of networking within their organizations.
In this episode of The Treasury Whisperers Talkcast, host Seth Marlowe interviews Balakrishnan "Bala" Narasimhan, a seasoned banking transformation leader who worksfor Intellect Design Arena (www.intellectdesign.com) as the Head of Solution Consulting for the Americas. They discuss Bala's journey in the banking industry, the evolution of banking strategies, and the impact of technology and AI on banking. The conversation also covers the differences between large multinational banks and regionalbanks, the trends in instant payments and ISO 20022, the future of banking innovations, and how Bala came to be known as "The Bankologist."
In this episode of the Treasury Whisperer's Talkcast Podcast, host Seth Marlowe interviews Dave Robertson, Managing Director at CashPath Advisors (www.cashpathadvisors.com). They discuss Dave's extensive career in banking and consulting, his experiences at various firms, and the innovative work being done at CashPath Advisors, particularly in the realm of AI and technology in treasury management. The conversation also touches on Dave's community engagement, education, and the importance of adapting to technological changes in the consulting landscape.
Seth Marlowe, The Treasury Whisperer talks with Kevin Olsen, known in the industry as The Payments Professor. Kevin is the Senior Vice President of Innovation & Strategy at Pidgin (www.pidgin.net). The Whisperer and The Professor discuss the role of Pidgin in facilitating instant payments, the adoption rates of instant payment networks RTP and FedNow, and the various use cases for consumers and businesses. The conversation also touches on interoperability challenges, future developments in fraud control, the significance of ISO 20022, the impact of AI on financial transactions, and the origin of Kevin's bow ties. Kevin emphasizes the importance of education and his edutainment approach in the payments industry and highlights the new AFPP (Accredited Faster Payments Professional) certification.
Seth Marlowe, The Treasury Whisperer talks with Mike Richards, Founder and CEO of The Treasury Recruitment Company (www.treasuryrecruitment.com) and Host of the Treasury Career Corner podcast. Mike shares his journey from teaching to becoming a leading figure in treasury recruitment. Discover the challenges and triumphs of building world-class treasury teams, the evolving role of treasurers, and the importance of networking and continuous learning in this dynamic field.
Seth Marlowe, The Treasury Whisperer talks with Ed Barrie, Founder and Chief Product Officer at Treasury4 (www.treasury4.com). They discuss the evolution of treasury management systems, the importance of mentorship, and the challenges of data management in the treasury space. Ed shares insights on how Treasury4 aims to revolutionize treasury operations through data visualization and AI, while also addressing the impact of regulatory changes and the significance of ISO 20022 in payments.
Seth Marlowe, The Treasury Whisperer talks with Tanya Kohen, Global Head of Finance Practice at Wave Access (www.wave-access.com) and host of the "Invention Mode" podcast. Tanya is a seasoned corporate finance practitioner and leader in treasury management. Seth and Tanya discuss her journey from traditional treasury roles to her current position at Wave Access, where she drives technological transformation in finance. The conversation explores the intersection of finance strategy and technology, the evolving role of the CFO, and the importance of innovation in today's fast-paced business environment. Tanya also discusses her new podcast, "Innovation Mode," which aims to inspire teams to embrace change and think creatively about the future of finance.
Seth Marlowe, The Treasury Whisperer talks with Alyson Stone, Founder and CEO of Attion Consulting (www.attion.com) and Author of the Bankeration Banking News Roundup (www.bankeration.com). They discuss Alyson's extensive career in the financial services industry, her experiences as a Treasury summer intern at PepsiCo, emerging banking leader at Signature Bank, and the importance of networking in banking. The conversation also delves into the evolution of stablecoins, the impact of cryptocurrency on banking, and current trends in M&A activity within the industry.
Seth Marlowe, The Treasury Whisperer talks with Lynne Marlor, Co-Founder of Women in Digital Assets Forum. Listen as we delve into Lynne's inspiring journey of a seasoned financial professional who made a bold transition from traditional banking to the cutting-edge world of blockchain and fintech. Discover how Lynne's curiosity led her to embrace blockchain technology, complete the Oxford Blockchain Strategy Program, and co-founding the Women in Digital Assets Forum (www.widaf.co). Her story is a testament to the power of innovation and the importance of amplifying women's voices in the digital asset space. Tune in to learn more about her transformative career path and the impact she's making in fintech today.
Seth Marlowe, The Treasury Whisperer talks with Tracey Knight, Co-Founder of Real Treasury. Tracey shares her extensive experience in treasury technology consulting. They discuss the unique approach of Real Treasury (www.realtreasury.com), emphasizing unbiased technology selection and the importance of understanding client needs. Tracey highlights the common pitfalls in treasury technology implementations, the necessity of process improvement, and the evolving landscape of treasury management systems. The conversation also touches on the impact of AI and the importance of treasury teams understanding their core business to add value effectively.
Seth Marlowe, The Treasury Whisperer talks with Dr. Angela Murphy a/k/a "Payments Elsa," Vice President of Marketing and Solutions at Pidgin (www.pidgin.net). Angela is a leading voice at the intersection of faster payments, artificial intelligence, and fintech innovation. Listen as we talk about the origin of her "Payments Elsa" nickname; the evolution of and challenges with instant payments; and Zelle, stablecoins and more.
Seth Marlowe, The Treasury Whisperer talks with John Rubinetti, President of B2B Payments at Deluxe. With a wealth of experience and a pivotal role at Deluxe (www.deluxe.com), John shares insights into the evolving landscape of payments and the innovative strategies driving success. Discover how Deluxe is shaping the future of payments and what it means for businesses today. Listen as we learn of John's exploits on the soccer fields from high school through the pros. And, by the way, the answer is "Exit 161."
Seth Marlowe, The Treasury Whisperer talks with Wayne Brown, Managing Partner of The Walker Group. Wayne is a former banker that moved to Fintech and entrepreneurship. His boutique consulting firm focuses on Fintech clients looking to partner with banks. Wayne is a masterful networker and non-recruiter recruiter. His many webinars and in-person events bring people in the industry together to network and partner.