The Center for Treasury Excellence

Committed to Your Success


Join the premier source of treasury knowledge, networking, and mentorship for Treasurers, AT/Directors, Treasury Managers and Analysts.


We deliver an arsenal of tools, connections, and resources that simplify complexities for treasury professionals to optimize efficiency and maximize productivity.


 

Contact Us Today!

Accelerate your success with LeanUp

01 Connect

Network with experienced treasury professionals at some of the world's top companies at our virtual and in-person events.

02 Learn

Gain access to resources, news, member materials, live webinars, and member-only events.

03 Experience

A welcoming atmosphere that delivers 1:1 member consulting & guidance to the toughest industry challenges.

quotesArtboard 1 copy 2

We are excited to collaborate with LeanUp to deliver on our shared mission to support the success of the profession.  Interacting with a group of your peers in a private confidential setting is a valuable approach to solving the most difficult challenges.

Jim Kaitz

President and CEO, Association for Finance Professionals

Private Networking

You'll enjoy a private, closed network of elite treasury professionals who can help you solve your most urgent issues.

Complimentary AFP Membership

Our exclusive partnership with AFP allows us to offer you a complimentary first-year membership.

Access to FX and Investment Communities

We are proud to offer complimentary membership to these two important communities as part of a paid membership.

The Ultimate Treasury Think Tank

At LeanUp, we are not just a collection of people, we are a true Community committed to supporting your growth and success. 


We are the only professional networking community to offer three community memberships for the price of one!


Come Join Us Today!


Learn more

Why people believe in us

“The LeanUp Organization provides a terrific service. We routinely reach out to them and their peer communities for input on initiatives and best practices.”

Trevor Jones, Former VP, Treasurer, OpenText

“I have been a member of LeanUp for years. They go out of their way to support and assist their members in any way possible. They truly care about bringing value to their members and I look forward to my continued involvement.”

Brian Joyce, VP Tax & Treasury

NetApp

“I appreciate my LeanUp Community. I find a lot of value in my membership and think most treasury professionals can benefit from such a network.” 

Aza Jow, Assistant Treasurer

Cooper Companies

“There is great power in having a community of peers to exchange ideas, knowledge, and experiences. As my role has expanded, LeanUp has been there with increasingly relevant information and a strong network of peers.”

Jenee Ortiz, Treasury Director

Align Technologies

Industry Leader

We’ve been in the treasury business for 30+ years, and we have a proven track record of solving complex challenges quickly and accurately. We take pride in sharing the experience we have acquired. 

Quality Guaranteed

Cutting corners is not an option. We do everything as thoroughly as we can, from the beginning to the end. No excuses and no shortcuts allowed. 

High Expectations

We are committed to supporting your growth and success.  We will help you go from isolated and doubtful, to connected, confident and informed.

Some of our members

Interested in becoming a member?

We’re here to help!

Book an appointment
Share by: