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Dan Carmody, CTP
Fintech & Treasury Strategist | President, TreaSolution | Producer, U.S. Fintech Symposium & Fintech Risk & Compliance Forum | ENTJ
Professional Background
Dan Carmody is a distinguished fintech and treasury strategist, recognized for his exceptional leadership and entrepreneurial spirit. With decades of experience in the finance sector, Dan has cultivated a reputation for innovating solutions to complex financial challenges and transforming ideas into sustainable practices. Throughout his career, he has leveraged his expertise to empower organizations in the development of cutting-edge treasury management functions.
Dan’s professional journey commenced in the corporate treasury departments of esteemed organizations such as Arthur Andersen, Equity Office Properties, and AON Corporation. This foundation laid the groundwork for his entrepreneurial venture in 2002 when he founded TreaSolution, a treasury consulting firm. Under his leadership, TreaSolution has evolved remarkably over the past 20 years, expanding its offerings to include comprehensive treasury staffing and training services. Dan’s commitment to excellence is evident through TreaSolution’s treasury staffing solutions, which cater to both temporary staffing needs and treasury outsourcing services. Additionally, TreaSolution provides an engaging treasury training program that features customized onsite training as well as a well-regarded online Treasury Boot Camp (TreasuryBootCamp.com).
In 2012, Dan's expertise was acknowledged by Northwestern University, where he was invited to instruct a post-graduate Certified Treasury Professional (CTP) course. His prowess as an educator is demonstrated through student feedback, with 94.29% of participants reporting that Dan's instruction exceeded their expectations.
In 2018, Dan took a significant step forward in shaping the fintech landscape by founding the U.S. Fintech Symposium. This vibrant three-day conference serves as a hub for fintech thought-leaders, facilitating the discussion of practical solutions, strategies, and developments that drive innovation within organizations, regulatory frameworks, and the broader industry. Dan's vision for the symposium is to create meaningful dialogues that spur real-world applications of fintech advancements.
An active member of the Treasury Management Association of Chicago and the Northern Illinois University Department of Finance Board of Executive Advisors, Dan is also a noted public speaker, having delivered over 120 presentations on topics ranging from fintech and treasury to networking and career advancement. His engaging speaking style and insightful perspectives resonate well with diverse audiences, making him a highly sought-after speaker in the finance community.
Education and Achievements
Dan Carmody’s academic background is just as impressive as his professional career. He studied at the Graduate School of Business Administration at the University of Nebraska-Lincoln, where he honed his financial knowledge and business acumen. He also pursued a degree in Finance, Treasury, and Risk Management at Northern Illinois University. This combination of education has equipped him with a solid theoretical framework that complements his extensive practical experience in the finance sector.
Throughout his career, Dan has consistently aimed for excellence in everything he undertakes, which is evident from his extensive list of achievements. Not only has he substantially grown TreaSolution, but he has also made significant contributions to the field of treasury management through his innovative training programs and thought leadership initiatives.
Notable Achievements
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Founder of TreaSolution: Created a successful consultancy firm that assists organizations in building and enhancing their treasury management capabilities.
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University Instructor: Successfully taught the Certified Treasury Professional (CTP) course at Northwestern University, receiving exceptional feedback from students.
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Creator of the U.S. Fintech Symposium: Established a significant platform for the fintech industry, enabling thought leaders to converge and discuss practical solutions and innovations.
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Public Speaking Leadership: Delivered over 120 public speaking sessions, sharing insights on topics like fintech, treasury management, and career development.
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Active Industry Member: Participates in various professional organizations, including the Treasury Management Association of Chicago and Northern Illinois University’s Department of Finance Board of Executive Advisors.
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Continued Learning Advocate: Promotes ongoing education and training within the treasury community, ensuring professionals remain updated on the latest trends and practices.
Dan’s motto, “Nothing is more expensive than a missed opportunity,” reflects his proactive approach to business development and networking. He is always open to engaging discussions via Zoom to explore new ventures, speaking engagements, leadership roles, board positions, fintech investments, and collaborations.
