presented by Jeff Horowitz, CEO of REACH™ Professional Development Solutions, a division of Treasury Sources Group.

In today’s rapidly evolving treasury and finance landscape, technical expertise is only part of the job. The real differentiators are the human skills; how effectively you communicate, build trust, influence decisions, and collaborate across functions and with external partners. Treasury and finance professionals are now expected to navigate complexity while showing up with clarity, confidence, and intention.
This fast-paced, interactive lunch-and-learn explores the human intelligence (HI) side of the profession and the practical behaviors that help treasury and finance professionals accelerate outcomes and strengthen key relationships. Through short exercises, relatable scenarios, and guided reflection, participants will learn:

• How to manage your mindset and presence to improve day-to-day interactions
• Simple techniques to prepare for high-stakes or high-visibility conversations
• Ways to enhance relationships between internal teams, banking partners, and service providers
• Communication habits that increase trust, credibility, and influence
• How to apply “small but powerful” behaviors that improve teamwork and cross-functional engagement

You will leave with a set of practical, repeatable tools designed to elevate the way you connect, communicate, and collaborate in your role.

Members:  No Charge
Non-Members: $35

Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals.

About the speaker:

Jeff Horowitz is a business executive with extensive expertise in corporate treasury, financial services, payments, talent development, relationship management, and helping businesses grow while effectively helping teams manage risk.
Jeff is currently the executive board with Treasury Sources Group, LLC and he is the CEO of REACH™ Professional Development Solutions, a division of Treasury Sources Group. In his role, Jeff provides training, coaching and consulting for companies, banks, and technology service providers in areas that include treasury and finance, payments, working capital optimization, and workforce effectiveness.
During his 35+ year career Jeff has lived and worked in Europe, Asia and the United States and led global teams at companies including Bank of New York Mellon (BNY), ABN AMRO Bank, Standard Chartered Bank, Treasury Sources Group and Walt Disney Co.
Jeff is a frequent industry speaker at conferences that include Euro Finance, The Financial Times Finance Summit, CPI (Commercial Payment International) and AFP (Association for Financial Professionals), as well as AFP local chapters in New York, New England, Chicago, Minneapolis-St. Paul, Texas, and other conferences / industry events worldwide.
He is a former adjunct professor at The New York Institute of Technology and earned a Bachelor of Science in Education from the State University of New York, and a Master of Business Administration from Adelphi University.
Jeff is the Trustee for a charitable giving fund focused on causes that he and his family care about, including providing vital resources to families in need around the world, helping with global environmental issues and advocating for the LGBTQIA+ community.