Education is a cornerstone of effective treasury and financial management, equipping teams across an organization with the knowledge to understand how market dynamics and operational practices impact the broader financial ecosystem. Tailored educational services are especially valuable, as they empower treasury teams, key stakeholders, and operational managers to make informed decisions that align with corporate strategies. Our team provides company-specific educational forums, ranging from traditional treasury operational training to bespoke C-suite seminars exploring industry and market trends. These sessions enhance awareness of how external factors affect business operations, emphasizing the interconnectedness of operational and financial ecosystems rather than selling products or solutions.
A critical component of these forums is explaining why treasury policies and practices are derived and executed, enabling participants to better grasp their significance within the company’s risk management framework. For instance, understanding how FX risk management mitigates volatility or how working capital strategies enhance liquidity equips teams to contribute effectively to corporate objectives. Over my 30 years as a practitioner and leader in corporate risk management, I have conducted educational forums across all levels of corporate ecosystems, fostering alignment and empowering organizations to respond to market changes with confidence.
As the importance of artificial intelligence (AI) continues to grow across corporate functions, understanding its impact on a company’s business model and competitive landscape has become vital. Our partnership with intellimation.ai, a global leader in AI solutions, enables us to deliver insights into this exciting but complex shift. intellimation.ai can help firms navigate AI’s transformative role, offering unparalleled expertise as organizations strive to integrate AI into their strategies. These forums provide an excellent opportunity to bridge knowledge gaps, ensuring treasury teams, operational management, and leadership are equipped to embrace AI’s challenges and opportunities effectively. More information regarding their offerings and specific corporate case studies can be found in our partnership section.
Industry Based Practices
An important component of our education forums, we bring extensive experience in analyzing and developing global risk management practices at the C-suite level, with key stakeholders, and within operations. These forums provide actionable insights and practical frameworks, equipping organizations with the tools needed to navigate risks effectively and align practices with strategic goals. While there is no universal blueprint, our tailored approach provides a robust foundation that helps organizations address immediate risks, anticipate future challenges, and maintain a competitive edge.
Financial Markets
Education in financial markets is essential for equipping treasury teams and stakeholders with the knowledge to manage in areas such as foreign exchange (FX) risk, interest rate exposure, capital markets, cash management and counterparty risk effectively. Proper management and execution in these areas requires not only a strong grasp of market dynamics but also the integration of technology as an enabler, leveraging tools like ERP and TMS systems to enhance efficiency, visibility, and automation. By focusing on emerging trends and best practices, organizations can stay ahead of market changes and ensure proactive risk management.
Treasury serves as the internal hub of financial market expertise, playing a critical role in guiding the organization’s risk management strategies and aligning them with broader financial objectives. With 30 years of experience as practitioners and in banking, we bring a deep understanding of client needs from both operational and strategic perspectives. We have conducted in-house educational forums across all critical financial market workstreams, including FX, interest rates, cash management, and counterparty risk, tailored to address organizational goals and challenges. This expertise ensures that treasury teams and stakeholders are well-equipped to manage risks, execute strategies effectively, and drive long-term financial resilience.
Technology and Automation
Our educational forums focus on equipping organizations with the knowledge to leverage automated risk management tools and applications, covering both operational and financial domains. With experience in implementing award-winning applications adopted by leading corporations, we bring practical insights and proven strategies to help companies navigate the complexities of treasury transformation and digitalization. These forums emphasize the critical role of AI as the next generation of automation, showcasing its capabilities in areas such as predictive analytics, real-time decision-making, fraud detection, cash flow forecasting, and enhanced operational efficiencies.
By integrating AI-driven tools, organizations can transform risk management processes, aligning them with modern business demands and future-proofing their operations. Our partnership with intellimation.ai, a global leader in AI applications, provides unparalleled insights for participants, offering cutting-edge solutions and frameworks that can drive success. This knowledge-sharing initiative is an essential component of our forums, ensuring that treasury teams and key stakeholders are well-prepared to lead in an era of rapid digital transformation.
Education Forums
Our educational forums are fully customizable to align with the specific needs, objectives, and seniority levels of your organization. We offer multiple sessions tailored to address critical topics in financial and operational risk management, treasury transformation, and digitalization. Understanding the importance of flexibility, we provide venue options based on client preferences and limitations. Sessions can be conducted in face-to-face settings, virtual formats using platforms such as Microsoft Teams, or a hybrid model combining on-site and virtual participation simultaneously to accommodate diverse team dynamics.
To ensure the effectiveness of these forums, we offer follow-up sessions that reinforce key concepts and address evolving needs. With extensive experience providing these services globally, we are adept at managing time zone differences to deliver seamless sessions across regions. Our forums are designed to engage participants, enhance their expertise, and align training with the organization’s broader strategic goals, providing a dynamic and impactful learning experience.
I am pleased to recommend Erik. During our time working together, Erik expertly transitioned complex projects from planning to successful execution, showing a keen ability to manage both strategic initiatives and detailed financial analyses. His proactive approach in identifying potential risks and developing mitigation strategies greatly benefited our team and our clients.
Joakim Lidbark
Former Global Head of CitiFX Client Solutions
I had the pleasure of working with Erik on several high-level CFO and board projects, spanning capital risk, foreign exchange, global policy, and treasury transformation . His depth of knowledge and keen understanding of corporate priorities are unmatched. Erik’s forward-thinking approach to potential risks, coupled with his adaptability to industry and company-specific nuances, sets him apart. He is also an outstanding communicator, able to connect effectively at all levels of an organization.
Nick Pedersen,
Global Head of Digital – NatWest
I have known and collaborated with Erik Johnson for over 25 years, beginning with our roles as regional treasury heads at Siemens—Erik in Hong Kong and myself in New York. Together, we were responsible for designing, streamlining, and implementing customized processes and protocols aimed at clarifying and managing complex corporate risk profiles across various asset classes, including interest rates, foreign exchange, credit, and commodities. This work ensured alignment with company objectives and risk management practices. Over the years, we have frequently partnered on global hedging strategies for corporate clients. Erik has dedicated his career to advancing the field of treasury risk management, demonstrating an exceptional commitment to deep understanding, integrity, and high professional standards.
Mark Cipollina,
Former CFO Siemens Capital U.S.
I have collaborated with Erik on multiple global risk management C-suite initiatives over many years with several different corporates. His extensive experience as a corporate treasurer provided him with a deep understanding of our needs across various operational areas. Erik delivered a comprehensive policy and risk management framework that aligned with our objectives, while adhering to industry best-in-class practices. His proactive and strategic approach to identifying and addressing risks, combined with his forward-looking insight and ability to embed technology into both current and future needs, sets him apart. I highly recommend him.
Ciaran Fegan, CFA
Senior Director, FX Risk Management & Treasury Strategic Projects at Viatris
I have had the privilege of knowing Erik for nearly 30 years. During this time, and in my previous capacity as the head of foreign exchange trading at leading global financial institutions in the Asia-Pacific region, I have been consistently impressed by Erik’s extensive experience in global risk management and his deep understanding of financial markets across multiple asset classes. Erik displays a disciplined approach to risk management, spanning both emerging and developed markets, and stands out as an industry leader. His strong grasp of macroeconomic themes and expertise in financial risk modeling, allow him to translate complex data into practical, effective risk management solutions that consistently deliver value for his firm and their clients. I am confident in recommending Erik for roles requiring strong leadership, strategic vision, and deep expertise in financial markets and risk management.
Christopher de la Hoyde
Former Head of Foreign Exchange Asia Pacific at RBS
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