About The Passionate Treasurer

Inspired from a passion to promote and develop the Treasury field, The Passionate Treasurer (TPT) was born. The quantitative nature of Treasury is well understood and there are many companies providing successful services, ideas and tools to support this aspect. However, during my almost 2 decades in the field I became aware of the often missed creative aspect of the field. I believe this has equally as important impact to both the individual and industry as a whole. The purpose of The Passionate Treasury (TPT) is to combine the qualitative aspects with the more traditional quantitative understanding of Treasury and optimize to add substantial value to Individuals, Organizations and the exciting field as a whole.

TPT sets out to achieve this purpose utilizing the “4N’s” approach developed by myself, Lee-Ann Perkins and discussed in detail in my podcasts.

Meet The Team

Lee-Ann Perkins FCT, MBA, CTP(CD) · Owner and CEO

Lee-Ann is originally from South Africa where she received her Bachelors in Management Accounting. She has an MBA with honors from Frostburg State University in Maryland and holds the Association of Finance Professionals (AFP) CTP and CTP (CD) Canadian certifications. In 2021 she was awarded the Mastery of Treasury Diploma and Fellowship through the Association of Corporate Treasurers in England.

Lee-Ann is currently on the NACHA Advisory Board and has served as President and held various Board positions with Houston Treasury Management Association since 2011.She is recognized as a Subject Matter Expert (SME) by the AFP serving on the CTP exam committee since 2007. Due to a continued interest in compliance and governance Lee-Ann completed the inaugural Financial Compliance Certificate offered through Chicago-Kent Law School in 2016. Lee-Ann has been a member of the Corporate Treasurers Council since 2009 and a member of the AFP Treasury Advisory Group since 2017. She is a frequent speaker on Treasury topics and podcasts and has presented at MAAFP, AFP annual conferences, TEXPO treasury conference, and the GLAMS Girls leadership conference in Arkansas.

Lee-Ann currently mentors the next generation of treasurers. She seeks to inspire others to join this niche market and flourish in this growing profession.

Mike Sultanik: Advisory Board member and Banking Subject Matter Expert

Before retiring, Mike Sultanik served as a Senior Vice President – Relationship Manager for the Commercial Banking Department of the Bank of Texas.  In this capacity, Mike was responsible for developing and retaining new business relationships for both credit and non-credit customers in the Houston market place.  During his time in that position, he developed a multi-million-dollar portfolio with numerous commercial and middle market accounts.

Before joining Bank of Texas, Mike was a Vice President and Relationship Manager for the Commercial Lending Department at Wells Fargo. Prior to that, Mike served as Vice President and Treasury Management Sales officer at Wells Fargo from November 1996 to December 2000.  During his tenure at Wells Fargo, Mike won the bank’s coveted “Golden Spoke Award” multiple times. One year, he was recognized as the highest Wells Fargo producer in Houston.  In another year, he closed the largest single financial transaction in the history of Wells Fargo’s Houston office up to that time.  While he was employed at Wells Fargo, the bank was the only triple A rated bank in the country.

Wells Fargo hired Mike in November 1996 from his position as the Director of Treasury Operations at National Convenience Stores, a billion dollar publicly traded retail chain, which was later acquired by Diamond Shamrock.

Before starting his business career in Houston, Texas, Mike attended the University of Texas at Austin where he completed the following.

  • Post Graduate School work in Finance
  • MBA Degree – Accounting and Finance
  • BBA Degree – Management

During his business career, Mike received several professional credentials including the following.

  • Certified Professional Accountant – 1994 – Present
  • Certified Cash Manager/Certified Treasury Professional – 1989 – Present

Mike was also was recognized for a number of community service and business achievements including those listed below.

  • Won 1st Place in the national Treasury Management Association’s (AFP) annual Innovations in Treasury Management program – 1991
  • President of the Houston Treasury Management Association (HTMA) – 1994
  • Chairman of the HTMA’s first Board of Directors – 1994
  • Founding member of the Alliance of Texas Treasury Associations – 1995
  • Numerous officer and committee positions in HTMA from 1991 – 1995
  • Served on the national TMA’s CCM Test Committee – 1992 – 1994
  • Inducted into the HTMA – Hall of Fame – 2015
  • Provided numerous presentations at HTMA and TEXPO events 1991 – 2014
  • Committee member HTMA’s Space City and TEXPO committees 2018 – 2019
  • Member of the Board of Jake’s Finer Foods – 1990 – 2010
  • Member of the Board -Society of the Performing Arts of Houston – 2006 – 2016
  • Instructor CCM/CTP Review course Rice University in Houston 2006 – 2016
  • Adjunct professor Essentials of Treasury Management in the Business School at the University of Houston in Clear Lake

But his greatest achievement was marrying his most loved and best friend, Dinah, who became his wife in March 1988.

Matthew Perkins MBA, PMP, PMI-RMP, AMIChemE · Project Manager and Risk Professional

Matt’s back ground is based in Engineering, Project and Operations Management specifically focused to the Chemical Industry. Over the years Matt has led the design and construction of many chemical facilities varying in size from multi million to billion dollars for multiple fortune 500 companies. Although leading and managing the projects is his prime area of expertise Matt is also recognized a Risk Professional and holds the PMP-RMP qualification. Matt’s understanding of project, business and operations risks developed over the years in managing various projects enables him to apply the risk management methodology to a varied array of fields. This level of understanding combined with TPT’s expert Treasury knowledge and experience provides for a unique understanding and management of risks related to the Treasury field.

Are you ready for a consultation?

Schedule your consult now and enable TPT to assist.

Are you ready for a consultation?

Schedule your consult now and enable TPT to assist.