The Treasury Update Podcast

Ever wonder what it takes to make a treasury project an award-winning treasury project? On this episode of The Treasury Update Podcast, Craig Jeffery of Strategic Treasurer discusses treasury transformation with Jon Burkhead, the Senior Director of Global Treasury at OpenText. This particular transformation included: banking relationships, treasury technology, and banking structures. Listen in as...

How much attention do payment transactions get in your day-to-day life? On this episode of the podcast, Craig Jeffery of Strategic Treasurer's and TD Bank's Head of Corporate Products and Services Rick Burke discuss the convergence of changes taking place in developing technology and its applications for treasury. Listen in as they share valuable insights into the future of payments and how treasu...

Why does modern treasury technology matter? On this episode of the podcast, Strategic Treasurer's Managing Partner, Craig Jeffery, and GTreasury's Chief Product and Technology Officer, Alok Tyagi, discuss some of the largest challenges facing today's digital treasury professional.  Listen in as they evaluate how technology is being leveraged to address these obstacles and learn of some ongoing inn...

The role of the corporate treasurer is increasing in importance today.  On this episode of the podcast, Strategic Treasurer's Managing Partner Craig Jeffery and ION Treasury's Global Head of Corporate Development Alex Triplett share valuable insights on empowering the treasury community through operational best practices, machine learning techniques, and using data science to inform optimal decisi...

Over the past decade, Strategic Treasurer has worked diligently to develop an industry-wide treasury market research program, and today, nearly a dozen surveys are offered annually across topics including fraud, B2B payments, compliance, risk management, and technology. But what goes on behind the scenes? What is the ultimate goal of this research, and, most importantly – how is it being leveraged...

This podcast will discuss the modern-day advantages of supply chain finance, with a focus on the impact that such programs have on treasury. The discussion will draw on the 2018/19 Supply Chain Finance Analyst Report to highlight how technology and supply chain finance intertwine, analyze the ways treasury can use SCF technology to optimize liquidity and working capital, and explore the data behin...

How can a person successfully plan for the 2018 AFP Annual Conference in Chicago?  Learn how to best manage multiple events, networking opportunities, and business connections that will produce positive results.    On today's podcast, Strategic Treasurer's Communications Manager Meredith Zonsius interviews Managing Partner Craig Jeffery on how first-timers can best plan for this conference and wha...

Treasury and payment technology continues to rapidly develop while companies have been spending heavily in this area. Many firms find that their technology is not aligned with their needs resulting in costly inefficiency and frustration. Technology changes coupled with numerous complexity factors require treasury professionals to use an approach that fully contemplates current and emerging require...

Non-Governmental Organizations, commonly referred to as NGOs, often operate globally, which involves a significant level of complexity. This complexity carries into treasury and dealing with remote banks, unique KYC requirements, and a wide-range of financial requirements. Strategic Treasurer's Craig Jeffery interviews Stephen Zaubi of CARE International. Together they explore several challenges t...

Cybercrime and security today often emphasizes the IT components. The human side is rarely considered as deeply or carefully. This is leaving organizations more vulnerable. If the systems are systematically updated, the humans should be as well. Preventing fraud and understanding how to respond to cybercrimes can stop a loss or provide the best opportunity for recovery. Craig Jeffery of Strategic...

In this Episode Craig Jeffery of Strategic Treasurer talks with George Strobel on the subject of reducing tax liabilities and exhibiting corporate social responsibility.

A frequent source of headache for many treasurers today centers around the adoption of treasury technology. In this episode, Craig Jeffery and Isaac Zaubi of Strategic Treasurer analyze common obstacles and areas of confusion for treasury during TMS implementations and discuss methods for alleviating the strain of these projects moving forward. 

Discrete actions to protect the organization against cyber security threats are necessary. In order to be most effective an organization must take an appropriate posture that is directed to their entire operation. The entire operation includes the perimeter, interior and off-premises data and system. The IoT (internet of things) can't be ignored as it sits within this domain.   Craig Jeffery, Stra...

Different reasons can motivate different behaviors. Security can be driven by a standard of which you meet the minimum level required. Security can be put in place to protect the organization against loss. What about the good of the client? Managing client data and assets and organizational responsibility should provide at least equal motivation to secure the data, systems, building and people. Us...

The movement of functionality and services to the cloud has been underway for over a decade. It began with sales management and has extended to every area of the corporate world. This has created an opportunity for better services to become available to more companies. At the same time, the challenges that are raised need to be addressed. These include issues of data protection in all domains and...

Setting your target as compliance with a security standard like PCI-DSS or SWIFT-CSP means you are accepting an older standard as your minimum. In this podcast, Craig Jeffery interviews Mark Cuneo a card security expert from CardConnect, a First Data Company to explore why that target is a problem and what the proper security viewpoint should be.

This podcast introduces the fundamentals of Tax Equity Investing for corporations with a focus on tax credits. Tax equity investing aligns the interest of state and federal government (housing, energy, economic growth) and business (support for ESG and increased economic value). In this session, Craig Jeffery the managing partner of Strategic Treasurer interviews George Strobel the head of Monarch...

Listen to some answers to some of the most frequently asked treasury questions. These are submitted by various treasury and finance professionals. Topics include: forecasting & PSD2 impacts.

Isaac Zaubi and Craig Jeffery discuss the 2018 Treasury Fraud and Controls survey results. This session reviews the 3rd annual instance. Seeing trends, changes, response and intent to spend on controls and combating fraud.

Crime pays better now than before since criminals find more ways to steal and wreak havoc. Treasury and IT must be prepared to confront the massive and growing threat. Hear what the criminals are doing and what your organization must do to change the calculus. Don't forget to subscribe to the show!