Leading Global Treasury                                                   SPEAKING TO INSPIRE

Summary

John Engeman, CTP, CMA, CFM, DTM
"TO SUCCEED, YOU MUST BE DEDICATED, FOCUSED, DO WHAT IT TAKES AND BE WILLING TO GET BRUISED." Based on experience from my career, Toastmasters success and my judo and jiu jitsu black belts...especially the bruises :-).
Author of 12 Lessons for Success in Business and Beyond
Book listing on Amazon
Amazon's Author Page for John Engeman
I am a senior finance and treasury leader who builds trusting relationships with partners and organizations through strong and engaging communication, teamwork and the ability to learn quickly and thoroughly. I have a successful track record and have been the go-to person for challenging projects. Through communication and feedback I clearly explain situations, concepts and concerns and then identify alternatives, provide solutions and improve strategic and operational performance through thoughtful analysis, by building strong teams and motivating people.

Effective communication and trust are of paramount importance to me. Partners count on me for my “do what it takes” spirit, strategic execution, leadership skills and business problem solving experience. I am known for building relationships, being focused, driven, a strong leader and communicator. I am a passionate speaker and presenter. A career highlight includes obtaining critical financing for much needed liquidity during challenging economic times and building strong alliances with partner financial institutions, their people and fellow associates. I enjoy developing relationships, mentoring team members, interns and fellow Toastmasters and stress the importance of effective communication, listening, leadership and setting a strong example.

Specialties:
Certified Treasury Professional | (CTP) |
Certified Management Accountant | (CMA) |
Certified Financial Manager | (CFM) |
Distinguished Toastmaster | (DTM) |
Bank Financing | Debt Issuance | Capital Markets | ABL Financing |
Working Capital | Liquidity Management | Investments |
Cash Management | Banking | Banking Relations |
Defined Contribution Plans | Foundations | Asset Management |
Mergers and Acquisitions | Risk Management | Cash Flow |
Foreign Exchange | Hedging | Forecasting |
Leadership | Public Speaking | Mentoring |
Inspiring Speakers
Author

Career Timeline

  1. -
    Vice President - Treasury, InvestCloud
  2. -
    VP & Treasurer, National General Insurance
  3. Author 12 Lessons for Success in Business + Beyond
  4. -
    Assistant Treasurer, National General Insurance
  5. -
    Consultant, Meetbankers.com

    Business development Managing Director bringing financial providers and clients together for financial transactions.

  6. -
    Senior Director of Finance, Theorem

    Directed collections, payables, treasury, risk management and billing.

    Enhanced cash forecasting process and improved cash collections, maximizing cash flow.

  7. -
    Director of Treasury, David Yurman

    Direct global insurance and treasury including asset based credit facility (ABL), investments, risk management, cash management, foreign exchange, financial covenants, cash forecasting and liquidity. Position reports to Chief Financial Officer.

  8. Distinguished Toastmaster (DTM)

    Achievement of highest level designation evidencing mastery of leadership and communication skills.  Resident Earns Distinguished Toastmaster Title

  9. -
    Senior Vice President - Treasury Strategies, BeamaLife Corporation

    Assess client treasury needs and provide best practices. Work with client corporate treasury teams to manage risk and increase investment returns on cash portfolio through alternative investment strategies.

  10. Fifth & Pacific Foundation Treasurer

    Being responsible for the financial oversight of the $30M Foundation as a fiduciary and member of the Investment Committee for several years, the Board of Directors formalized my role and appointed me Treasurer. I presented the performance of the investments at each Board Meeting and led the Investment Committee meetings.

  11. Kyriba Client Appreciation Award

    Kyriba Corporation presented me with the Client Appreciation Award due to my national presentations to the finance and treasury community with Kyriba and my service on the Client Advisory Board.

  12. -
    BBA, Finance, Univ. of Notre Dame
  13. -
    MBA, Finance, Hofstra University
  14. -
    Staff Director - Treasury, Verizon

    Note: several positions

  15. -
    Director of Treasury, Vertis Communications

    Managed treasury including financial covenants,credit facility compliance, global debt, cash forecasting, interest expense and leverage ratios. Directed risk management, coordinated cash management and global banking relationships.

    Funded 15 mergers and acquisitions (several international) and incorporated into global banking structure and insurance program. Reduced banking fees and bank accounts through program restructuring.

  16. -
    Treasurer, Agfa Corporation

    Directed treasury team encompassing cash management, banking, foreign exchange, debt and investments. As Treasurer coordinated Investment Committee review of defined benefit and defined contribution plans, fund performance, and fund selection. In addition to treasury managed accounts receivable, credit, collections and insurance.

    Improved working capital metrics, restructured cash management, reduced insurance expense, advised Pension and Savings Plan Committee on replacement of investment managers and integrated several acquisitions and Canadian treasury into US treasury.

  17. -
    Vice President, Assistant Treasurer, Kate Spade & Co. (formerly Fifth & Pacific Companies, Inc.)

    Directed global treasury functions: debt financing, asset based credit facility (ABL), commercial paper program, investments, risk management/insurance, cash management, foreign exchange, hedging, derivatives, financial covenants, cash forecasting, and stock repurchase program. Appointed Treasurer of Fifth & Pacific Foundation and served on Investment Committee for various Retirement Plans. Coordinated investment analysis, performance and fund selection for Retirement Plans and Foundation. Presented investment performance of Retirement Plans to Board's Finance Committee and Foundation Board.

    Coordinated multiple bond and bank financings for additional liquidity and joint ventures. Provided strategic due diligence for purchases and sales of major brands. Instituted global treasury management system and restructured global insurance program. Presented liquidity management and strategic importance of treasury management systems at EuroFinance, AFP and NYCE conferences.

  18. -
    Client Advisory Board Member, Kyriba Corporation

    Provide dialogue between Kyriba senior leadership and selected, senior-level clients to discuss client experience, product strategy, business priorities, industry trends and strategic direction.

Proudest Accomplishment

Distinguished Toastmaster. I leaped out of my comfort zone!!!!

Experience Highlights

  • VP &  Treasurer
    National General Insurance
  • Author
    12 Lessons for success in business and beyond
  • Speaker
    Euro FINANCE, AFP, NYCE, Toastmasters
  • Client Appreciation Award Recipient
    Kyriba Corporation
  • Panelist
    Bank of America's Global Banking Technology & Operations Leadership Forum
  • Treasurer
    Fifth & Pacific Foundation
  • Treasurer
    Agfa Corporation
  • Vice President, Assistant Treasurer
    Kate Spade & Co. (formerly Fifth & Pacific Companies, Inc).
  • Client Advisory Board Member
    Kyriba Corporation

Education Highlights

  • Distinguished Toastmaster (DTM)
    Toastmasters International
  • Certified Management Accountant (CMA)
    Institute of Management Accountants
  • Certified Treasury Professional (CTP)
    Association for Financial Professionals
  • BBA, Finance
    Univ. of Notre Dame
  • MBA, Finance
    Hofstra University

Causes

  • Personal & Professional Development
    Maximizing communication and leadership opportunities  - presented to Stevens Institute sigma
  • Mentor
    Ridgewood (NJ) Toastmasters Club

Interests

  • University of Notre Dame, Hofstra University, Penn State
    You have to ask? GO IRISH...beat USC
  • Connecting
    How can I help you?
  • Speaking
    Telling a story or giving an educational presentation
  • Mentoring
    I like to give back and mentor new speakers and give them hope, direction and confidence.

Results

  • 1
    BOOK
  • 4
    Professional Certifications
  • 2
    International Presenter / Panelist
  • 9
    National Presenter / Panelist
  • 120+
    Toastmaster speeches

Skills

  • Public Speaking
    9
  • Cash Flow & CF Forecasting
    20+
  • Leadership | Mentoring
    14
  • Treasury & Cash Management
    20+
  • Defined Contribution Plans
    14
  • Foreign Exchange & Hedging
    20+
  • Finance & Capital Markets
    20+
  • Risk Management
    14
  • Working Capital Management
    17

Images

  • My Book: 12 Lessons for Success in Business and Beyond
    My Book: 12 Lessons for Success in Business and Beyond
  • Bergen magazine:
    Bergen magazine: "How to give a Toast"
  • FAMILY: Best for Last
    FAMILY: Best for Last
  • DTM Award
    DTM Award
  • Distinguished Toastmaster
    Distinguished Toastmaster
  • Global Treasury Management
    Global Treasury Management
  • Cash Visibility and Forecasting
    Cash Visibility and Forecasting
  • Debt Planning and Restructuring
    Debt Planning and Restructuring
  • Love thee Notre Dame
    Love thee Notre Dame
  • Speaking at Amsterdam Toastmasters Club
    Speaking at Amsterdam Toastmasters Club
  • Judo throwing technique
    Judo throwing technique
  • Client Appreciation Award
    Client Appreciation Award
  • A few words about me
    A few words about me
  • Demonstrating Judo at Toastmasters
    Demonstrating Judo at Toastmasters

Blog

Harmonious development and Character

"Harmonious development and eventual perfection of human character". These are the words from Dr. Jigoro Kano, founder of judo, which means "gentle way".  This is what we should strive for in life with family, friends and society. I have learned commitment, dedication and RESPECT from the "gentle way" and it will always be a part of my life.  I honor and respect my Senseis (teachers) who instilled these values in me and I upheld the same principles when I earned the title of Sensei. As a...

Location

Greater New York City Area

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