Fintech Corner

Fintech Corner

New: Treasury Trailblazers Series, a spotlight on the career journeys of treasurers. A podcast for fintech lovers that starts conversations between bankers, financial technology innovators, and their clients to evolve finance and treasury for the 21st century. For decades, there has been a gap between the technology that banks can offer and what corporate clients need for modern cash flow management and analysis. We’ll cover emerging trends to help bridge this gap, technologies that can reshape the roles of treasury & finance, and the in’s and out’s of API bank connections & open banking.

  1. HÁ 2 DIAS

    Trovata + ATOM: The Future of TMS Is Here

    For treasurers who feel stuck choosing between outdated systems and costly legacy providers, this episode is about a new path forward. In the first episode of our new mini-series, Treasury Legends, Trovata Founder & CEO Brett Turner sits down with Alf Newlin, Former Co-Founder of Financial Sciences and Trovata’s Managing Director, TMS, and Paul Bramwell, Trovata’s Head of Enterprise Treasury. Together, they unpack the journey that led to Trovata’s acquisition of Financial Sciences and what it means for today’s treasury leaders. From building resilient treasury technology in a New York loft to challenging decades of limited “Hobson’s choice” in TMS options, this conversation highlights why a new, cloud-native alternative is reshaping the future of treasury. Highlights: Practical lessons from treasury’s frontlines—how Alf and his co-founders built Financial Sciences and earned the trust of global banks and corporates. A new kind of TMS—why the Trovata + Financial Sciences combination creates a long-overdue alternative for treasurers.Treasury + tech expertise—how Paul’s 35 years of treasury leadership and technology depth led him to Trovata, introduced him to Alf, and helped form a true team of treasury legends.What’s next for treasury—how AI, APIs, and digital money are redefining liquidity, forecasting, and risk management. Read the article, “Why Trovata Acquired a TMS”: https://trovata.io/blog/trovata-acquired-tms/  Read the Press Release:  https://trovata.io/press/trovata-acquires-atom/  Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast here. This episode is brought to you by Trovata.io. Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts. Learn more about Trovata at https://bit.ly/3JXHbcC.  About Brett Turner:  After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University. Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/   About Paul Bramwell: Paul is Trovata's Enterprise Treasury Lead and brings over 3 decades of experience in the corporate treasury world. Paul has worked for two of the largest treasury system vendors in various senior roles and was a Partner in Ernst & Young's treasury advisory service. Paul has worked with some of the largest and most complex global treasury groups in all aspects of the treasury function. Originally from the UK, Paul has lived in the US since 2003 and is a self-confessed gadget addict. Connect with Paul on LinkedIn: https://www.linkedin.com/in/paul-bramwell/  About Alf Newlin: Alf is the co-founder and former Chief Executive Officer of Financial Sciences Corporation, a treasury management software technology firm acquired by Trovata. With more than three decades of experience in global financial and treasury management technology, he has led the design and delivery of enterprise treasury solutions for Fortune 100 companies worldwide, helping some of the largest corporations solve complexity at global scale. He holds an MBA from Columbia University, an MS in Computer Science from the University of Pennsylvania, and a BA from St. John’s College. Connect with Alf on LinkedIn: https://www.linkedin.com/in/alf-newlin-86b63920/

    42min

  2. 12 DE JUN.

    Starting from Scratch: Real Chemistry’s Laura Loeffler on Building Strategy, Systems, and Confidence

    "Don’t be afraid to find your voice—whether to advocate, ask questions, or offer a new perspective." Laura Loeffler, Treasury Manager at Real Chemistry, joins our “Treasury Trailblazers” series to share hard-earned lessons from her 25-year career journey. From unexpectedly breaking into corporate treasury to leading a massive pharma acquisition and launching a tech-savvy solo treasury team, she opens up about imposter syndrome, the value of mentorship, and how to move strategically to elevate treasury’s seat at the table. This episode is packed with real-talk and actionable steps for treasury professionals at every stage of their careers. How to balance operations, strategy, and education when launching a treasury function as a team of oneWhy your 30/60/90-day plan should begin with listening, learning the business, and aligning goals to company prioritiesHard-won lessons from leading two treasury system implementations—plus key do’s and don’ts to avoid common pitfallsHow to move past imposter syndrome by taking action, building confidence, and watching your ideas come to life This episode is brought to you by Trovata.io. Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts. Learn more about Trovata at https://bit.ly/3JXHbcC.  About guest, Laura Loeffler: Laura Loeffler is an accomplished treasury and finance leader with extensive experience across biopharma, media, and banking in both public and PE-owned environments. Starting her career in commercial banking, she transitioned to corporate treasury at Celgene, where she spent nearly a decade leading major initiatives like TMS implementation and a $4.6B repatriation that enabled over $10B in acquisitions. She played a key role in Celgene’s acquisition by BMS, including divestiture and post-merger integration. Now at Real Chemistry, Laura built the treasury function from the ground up, leading TMS implementation, redesigning banking infrastructure, and boosting interest income to $1M annually. She holds an MBA from Hofstra and is a Certified Treasury Professional. Connect with Laura on LinkedIn: https://www.linkedin.com/in/laura-loeffler-mba-ctp-1008786/  About host, Rida Khan: Rida leads the Marketing team at Trovata, driving demand and brand awareness in the US. Previously at Rybbon (acquired by Blackhawk Network) and Geospark Analytics (now Seerist), she has focused her career on delivering data-driven results at high-growth start-ups. Rida holds a B.S. in Economics and a B.A. in International Relations from Virginia Commonwealth University. Currently residing in Washington, DC, she enjoys experimenting with new recipes and walking her dog through the nation's capital. Connect with Rida on LinkedIn: https://www.linkedin.com/in/ridakhandc/

    41min

  3. 29 DE MAI.

    From the Trading Desk to Treasury: Alex Doane on Leading with Curiosity

    What happens when a curious kid glued to CNBC grows up to run treasury strategy at one of the nation’s top insurance companies? In this episode, Alex Doane of Lincoln Financial shares how a career that began on a trading desk evolved into leading cash management and bank partnerships across a highly complex financial ecosystem. From navigating leadership transitions to simplifying cash stories across dozens of legal entities, Alex opens up about how curiosity, storytelling, and strategic communication shape his day-to-day—and why empowering his team to struggle through tough questions is one of his favorite parts of the job. Curiosity is the real power skill: Whether you’re managing $50 or $50 million, intellectual curiosity—paired with the drive to find answers—is what sets standout finance professionals apart.Managing up and across is just as strategic as managing down: Building internal credibility and strong banking relationships both require empathy, clear communication, and understanding what motivates your stakeholders.Don’t just report the cash—tell the story: Simplifying complex, cross-entity cash operations into a compelling narrative builds trust, boosts decision-making, and positions treasury as a strategic partner.Leadership begins with listening: Moving from IC to people leader requires humility, patience, and resisting the urge to make sweeping changes before fully understanding the team and the work. This episode is brought to you by Trovata.io. Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts. Learn more about Trovata at https://bit.ly/3JXHbcC.  About guest, Alex Doane: Alexander Doane is AVP, Cash and Bank Relationship Management at Lincoln Financial, where he leads strategy for managing cash across the company’s complex bank account and legal entity structure, and oversees enterprise relationships and operations with financial institution partners. Previously, he spent 2 years in Lincoln’s Treasury team focused on debt and equity capital markets, and 7 years at PNC Bank in interest rate derivative sales. He holds a BS in Business Administration with specializations in Finance, Accounting, and Business Economics from The Ohio State University, and an MBA from Temple University’s Fox School of Business. He is a CFA Charterholder and member of the CFA Institute. Alex lives in Malvern, PA with his wife Catherine and their two young daughters. Connect with Alex on LinkedIn: https://www.linkedin.com/in/alex-doane-bb75b842/  About host, Rida Khan: Rida leads the Marketing team at Trovata, driving demand and brand awareness in the US. Previously at Rybbon (acquired by Blackhawk Network) and Geospark Analytics (now Seerist), she has focused her career on delivering data-driven results at high-growth start-ups. Rida holds a B.S. in Economics and a B.A. in International Relations from Virginia Commonwealth University. Currently residing in Washington, DC, she enjoys experimenting with new recipes and walking her dog through the nation's capital. Connect with Rida on LinkedIn: https://www.linkedin.com/in/ridakhandc/

    42min

  4. 15 DE MAI.

    How Speedcast’s Kimber Davis Built a Treasury Career — and Transformed a Global Operation

    "Don't wait to be asked—offer up the value you can bring." Kimber Davis joins this episode of Fintech Corner’s mini-series, “Treasury Trailblazers” to share how this simple mindset powered her rise through five promotions at Speedcast and led to a major treasury digital transformation. Tune in for her candid insights on career development, getting executive buy-in for big ideas, and why now is the time to think bigger about treasury’s role in the business. From history museums to treasury: How Kimber made a major career pivot from education to accounting and then treasury — and why non-traditional backgrounds can be an asset.Strategic treasury's impact: How treasury influences more than just cash management — from FX strategy to working capital improvements across the entire business.Automation at scale: The behind-the-scenes of Speedcast’s treasury transformation, moving from managing 250+ bank accounts across 40+ banks manually to streamlining automation with Trovata..Investing in Growth: Kimber’s decision to pursue an MBA as well as her CTP, and how pushing outside of your comfort zone is critical for long-term career success. This episode is brought to you by Trovata.io. Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts. Learn more about Trovata at https://bit.ly/3JXHbcC.  About guest, Kimber Davis: Kimber Davis is the Senior Treasury Manager at Speedcast, where she has worked for over eight years. She has a bachelor’s degree in accounting from the University of Central Florida and an Executive MBA from the University of Florida. Kimber, a Certified Treasury Professional, is passionate about the field of Treasury and is excited to be a part of FinTech Corner. Connect with Kimber on LinkedIn: https://www.linkedin.com/in/kimberdavis1/  About host, Rida Khan: Rida leads the Marketing team at Trovata, driving demand and brand awareness in the US. Previously at Rybbon (acquired by Blackhawk Network) and Geospark Analytics (now Seerist), she has focused her career on delivering data-driven results at high-growth start-ups. Rida holds a B.S. in Economics and a B.A. in International Relations from Virginia Commonwealth University. Currently residing in Washington, DC, she enjoys experimenting with new recipes and walking her dog through the nation's capital. Connect with Rida on LinkedIn: https://www.linkedin.com/in/ridakhandc/

    41min

  5. 1 DE MAI.

    Cash Is Queen: Klaviyo’s Stef Layne Shares Lessons on Leading 3 IPOs

    What do IPOs, fitness coaching, and crisis management have in common? In this inaugural episode of our new mini-series, Treasury Trailblazers, host Rida Khan, VP of Marketing at Trovata, sits down with Stef Layne, Klaviyo’s VP of Treasury, Payroll, and Go-To-Market Compensation. With not one, not two, but three IPOs under her belt, Stef shares how she’s built resilience in high-stakes environments—from navigating crises like the SVB collapse to laying the groundwork for public company readiness with solid controls and processes. And as if that weren’t impressive enough, she’s also a gym owner and certified fitness coach, balancing leadership in finance with coaching in the gym. She opens up about the parallels between coaching in the gym and leading global finance teams, and why treating bankers as partners is key to modern treasury success. It’s an episode full of tactical wisdom, candid reflections, and a few laughs about spreadsheets, sweat, and papercuts. IPO readiness starts early: Hear how building SOX controls and treasury infrastructure well before going public can drastically reduce chaos and improve strategic cash deployment post-IPO.Crises reveal character: Stef’s swift action during the SVB collapse—cutting exposure from 46% to 3% in a single day—highlights the importance of readiness, trust in your instincts, and a strong peer network.Fitness & finance parallels: Stef's coaching philosophy—progress over perfection, proper form, and the necessity of rest—mirrors her leadership style in treasury, underscoring the value of balance and patience.Treasurers deserve budget, too: Tips to advocate for budget for your own treasury team, to invest in the latest technology and attract top talent. This episode is brought to you by Trovata. Trovata empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts. Learn more about Trovata at https://bit.ly/3JXHbcC.  About guest, Stef Layne: Stef Layne is the Vice President of Treasury, Payroll, and GTM Compensation at Klaviyo, where she leads global financial operations, supports international expansion, and brings deep expertise in scaling teams through hyper-growth. With a track record that includes three successful IPOs (each valued over $1B), Stef has held senior treasury roles at leading tech companies like PayPal, Box, and Unity Technologies. She’s known for taking decisive action under pressure—most notably navigating the SVB collapse by swiftly reducing Klaviyo’s cash exposure from 46% to under 3%. Stef thrives at the intersection of finance, tech, and operations, and leads with authenticity and heart. A certified personal trainer and co-owner of The 5th Element Fitness, she brings the same energy and discipline to the gym as she does to the boardroom. Connect with Stef on LinkedIn: https://www.linkedin.com/in/stef-layne/  About host, Rida Khan: Rida leads the Marketing team at Trovata, driving demand and brand awareness in the US. Previously at Rybbon (acquired by Blackhawk Network) and Geospark Analytics (now Seerist), she has focused her career on delivering data-driven results at high-growth start-ups. Rida holds a B.S. in Economics and a B.A. in International Relations from Virginia Commonwealth University. Currently residing in Washington, DC, she enjoys experimenting with new recipes and walking her dog through the nation's capital. Connect with Rida on LinkedIn: https://www.linkedin.com/in/ridakhandc/

    35min

  6. 19/12/2024

    How BlackRock Empowers Clients Through Data Accuracy

    As finance increasingly invests in digital transformation, data accuracy has become essential—from supporting critical decision-making to unlocking AI’s full potential. In this episode of Fintech Corner, Trovata’s Joseph Drambarean and Henry Ball speak with Ron Hill, Director of U.S. Business Development and Relationship Management at BlackRock’s CacheMatrix, about the evolving landscape of cash management, data, and technology in finance. Ron shares BlackRock’s commitment to establishing a “single source of truth” for financial data and highlights the role of APIs in helping clients thrive in an increasingly data-driven world. Highlights Discover why data is a core asset for improved accuracy and informed investment decisions. Learn how APIs are driving a shift towards faster data integration and streamlined operations in cash management. Hear Ron’s insights on how AI can enhance decision-making, reduce manual work, and create efficiencies. Get insights on the evolving balance between AI-driven automation and practitioner governance for optimized data analysis. Explore future trends in cash management and the shift toward real-time data. Connect with our speakers: Joseph “JD” Drambarean Henry Ball Ron Hill About Joseph “JD” Drambarean JD is Trovata’s Chief Technology Officer. Previously, he was Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago. Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean  About Henry Ball Henry leads Trovata's business development by spending his time engaging with Trovata's strategic partners and executing on the company's key priorities. Prior to Trovata, Henry spent over a decade at BlackRock across investment strategy, operations and finance teams. Living on the east coast, you might find him and his wife chasing after a toddler, who is chasing after their dog, who is chasing after a squirrel. Connect with Henry on LinkedIn: https://www.linkedin.com/in/henry-ball-7957b916/  About Ron Hill Ron Hill, Director, is a member of BlackRock’s Cachematrix U.S. Business Development and Relationship Management team.  This team is responsible for providing BlackRock Cachematrix solutions to clients across platforms and regions.  Prior to joining the Cachematrix team, Ron was the lead product strategist for BlackRock’s U.S. Cash Management platform.  His team was responsible for delivering customized cash management portfolios to clients.  Ron first joined BlackRock’s Cash Management team in 2006 as part of the Cash Sales and Relationship Management team.  His career with BlackRock began in 2002 as part of the Portfolio Administration team, where he was responsible for oversight of portfolio performance, valuations, and reconciliations. Connect with Ron on LinkedIn: https://www.linkedin.com/in/ronald-hill-18591821/

    29min

  7. 17/12/2024

    Modernizing Corporate Bank Portals to Meet Client Needs

    Finance practitioners are now tasked with providing strategic foresight and insight through data, all while managing expanding responsibilities. In response to these challenges, Bank of America is evolving to support its corporate clients. In this episode of Fintech Corner, Brett Turner, Founder and CEO of Trovata, speaks with Tom Durkin, Global Product Head of CashPro® in Global Payments Solutions at Bank of America, about how they’re fostering innovation with APIs and transforming the traditional banking portal into a dynamic, cutting-edge digital solution. Highlights:  Learn how Bank of America led the way with the first public-facing APIs within in corporate banking. Hear how Bank of America leverages customer client feedback to drive new features and services. Discover what sets CashPro apart from a traditional banking portal platform experience. Never be out of the loop on what’s going on in finance, tech, and business. Subscribe to our podcast here. This episode is brought to you by Trovata.io. Connect with our hosts: Brett Turner Tom Durkin About Brett Turner:  After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University. Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/   About Tom Durkin:  Tom Durkin leads the product management team for CashPro®, Bank of America's digital banking platform for transaction banking, covering payments, liquidity, FX, and trade finance. CashPro serves 40,000 clients and 540,000 users worldwide, processing record volumes, including $32 trillion in payment value in 2022.  Durkin chairs the CashPro client advisory boards and is active in the SWIFT community, regularly speaking at industry events. Under his leadership, CashPro has won multiple awards for innovation and mobile solutions. Before joining Bank of America in 2007, he spent 16 years at ABN AMRO in various transaction banking roles. He has been a Certified Treasury Professional since 2000. Connect with Tom on LinkedIn: https://www.linkedin.com/in/tom-durkin-0265874/

    22min

  8. 12/12/2024

    “Doing More With Less” Through Fintech Integrations

    The need to "do more with less" is redefining corporate treasury. Treasurers are now actively involved in validating and organizing data to enhance their strategic capabilities, despite having limited resources. This is sparking an industry-wide drive for automation and seamless data access to drive efficiency. But how do you get started? In this episode of Fintech Corner, Brett Turner sits down with Greg Fortuna, SVP and Interim Head of GlobalLink at State Street, to discuss how holistic, integrated tech eliminates the need for multiple vendors. Highlights: Explore how the Trovata and State Street partnership is streamlining investment management through data Discover the unique, innovative suite of solutions State Street provides clients to make more informed investment decisions Learn how API connectivity streamlines integrations and simplifies implementation Get insights into how cloud-based tools enable finance teams to scale easily and enhance data recovery. Connect with our speakers: Brett Turner Greg Fortunna About Brett Turner:  After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University. Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/   About Greg Fortunna: Gregory P. Fortuna is Senior Vice President and Interim Head of GlobalLink at State Street. Previously, he led the GlobalLink Solutions division, overseeing Product Development, Sales, Operations, and Technology. Greg developed innovative client solutions across multiple asset classes and pioneered platforms like Fund Connect and GlobalLink Digital. Since joining State Street in 1998, he has successfully launched and expanded businesses in Fixed Income, FX, ETFs, and Money Markets. Greg holds several board and committee positions within State Street and co-leads GlobalLink's diversity and inclusion efforts. Before State Street, he worked as a financial analyst for Thomson Financial and Fidelity Management. Greg is a CFA charterholder and a cum laude graduate of Boston College, holding NASD Series 7, 63, 3, and 24 licenses. Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregory-fortuna-cfa-3248237/

    22min
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Sobre

New: Treasury Trailblazers Series, a spotlight on the career journeys of treasurers. A podcast for fintech lovers that starts conversations between bankers, financial technology innovators, and their clients to evolve finance and treasury for the 21st century. For decades, there has been a gap between the technology that banks can offer and what corporate clients need for modern cash flow management and analysis. We’ll cover emerging trends to help bridge this gap, technologies that can reshape the roles of treasury & finance, and the in’s and out’s of API bank connections & open banking.

Informações

  • Criado por
    Fintech Corner
  • Anos de atividade
    2023 - 2025
  • Episódios
    37
  • Classificação
    Livre
  • Copyright
    © Fintech Corner
  • Site do podcast
    Fintech Corner