Podcast appearances and mentions of craig jeffery

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Best podcasts about craig jeffery

Latest podcast episodes about craig jeffery

The Treasury Update Podcast
Learning from Literature: Adaptability and Change

The Treasury Update Podcast

Play Episode Listen Later May 12, 2025 16:31


In this Learning from Literature episode, Craig Jeffery explores ancient wisdom on change from Heraclitus and Socrates. How can treasurers and business leaders embrace change rather than resisting it? From technology shifts to generational mindsets, discover how focusing on building the new fosters adaptability, resilience, and forward momentum in a dynamic financial world.  

The Treasury Update Podcast
Learning from Literature: Understanding What You Don't Know

The Treasury Update Podcast

Play Episode Listen Later Apr 28, 2025 14:46


In this episode of the Learning from Literature series, Craig Jeffery reflects on wisdom from Socrates and Plato, exploring the power of humility, openness, and restraint. What do these ancient insights reveal about effective treasury leadership and communication today? Listen in to uncover how thoughtful silence and curiosity can elevate your professional impact.

The Treasury Update Podcast
2025 Tariff Impacts and Treasury: Navigating Uncertainties

The Treasury Update Podcast

Play Episode Listen Later Apr 21, 2025 28:15


In this episode, Pushpendra Mehta sits down with Craig Jeffery to explore how treasurers can prepare for tariff-induced risks and uncertainties. Listen in to learn more. For further research, visit the following links: https://strategictreasurer.com/2025-tariffs-and-treasury-survey/ https://strategictreasurer.com/category/resources/webinars-resources/replays/ https://ctmfile.com/story/2025-tariffs-and-treasury-measuring-the-impact-and-navigating-uncertainties https://ctmfile.com/story/five-steps-to-help-cfos-and-treasurers-mitigate-the-impact-of-new-or-higher-tariffs    

OpenTreasury
2025 Tariff Impacts and Treasury: Navigating Uncertainties

OpenTreasury

Play Episode Listen Later Apr 18, 2025 28:13


Pushpendra Mehta meets with Craig Jeffery, Managing Partner at Strategic Treasurer, to explore how treasurers can prepare for tariff-induced risks and uncertainties. For further reading, visit the following links: 2025 Tariffs and Treasury: Measuring the impact and navigating uncertainties Five steps to help CFOs and treasurers mitigate the impact of new or higher tariffs

The Treasury Update Podcast
Exploring the Treasury Ecosystem

The Treasury Update Podcast

Play Episode Listen Later Apr 14, 2025 16:44


In this episode, Craig Jeffery and Paul Galloway from Strategic Treasurer dive into the evolving treasury ecosystem, exploring niche fintechs, emerging technologies, and the growing importance of integration and networks. Discover how treasury ecosystem providers are addressing security, complexity, and operational gaps—and what this means for treasury's future.

The Treasury Update Podcast
2025 Tariffs and Treasury with Bottomline

The Treasury Update Podcast

Play Episode Listen Later Apr 7, 2025 24:42


Craig Jeffery and Leo Gill explore how tariffs impact treasury, sharing insights from a flash survey. They discuss financial risks, corporate responses, and the role of automation in navigating uncertainty. Listen in to learn more.  Find the survey report here: https://strategictreasurer.com/2025-tariffs-and-treasury-survey/  

The Treasury Update Podcast
Time to Value, Time to Revenue: How Partnerships Are Expediting Implementation with Deluxe

The Treasury Update Podcast

Play Episode Listen Later Mar 31, 2025 33:54


In today's podcast, Craig Jeffery speaks with Rick Scholz from Deluxe to explore how strategic partnerships are being formed to overcome resource constraints. They discuss the role of embedded banking, the growing reliance on external parties for advisory support, and the increasing demand for faster implementation and revenue generation. Listen in to learn more.

The Treasury Update Podcast
The AI-Fication of Jobs: Navigating Disruption

The Treasury Update Podcast

Play Episode Listen Later Mar 24, 2025 45:31


In this episode, Craig Jeffery interviews Tram Anh Nguyen, co-founder of CFTE, on how AI and generative AI are reshaping finance jobs. They discuss CFTE's work with ACT on the "Generative AI for Treasurers" program, key industry insights, and how organizations can navigate this disruption. Tune in to learn more. https://courses.cfte.education/aification/

The Treasury Update Podcast
Coffee Break Session #130: What Is Monetary Policy?

The Treasury Update Podcast

Play Episode Listen Later Mar 20, 2025 8:20


In today's episode, we'll hear from Craig Jeffery on monetary policy. What is it, and what is its purpose? How does it impact the economy, finance, and treasury? Listen in to learn about common tools, how central banks manage the money supply, and the role of interest rates in economic stability.

The Treasury Update Podcast
Current Trends and Realities of AP with Deluxe

The Treasury Update Podcast

Play Episode Listen Later Mar 17, 2025 28:06


In today's podcast, Craig Jeffery talks with Steve Gaida, Product Manager at Deluxe, to discuss key findings from the recent AP Automation Readiness Survey. Highlighted results include the correlation between company size and fraud impact, barriers to automation, and top pain points such as manual processes and fraud. They also cover managing new payment rails, security measures, and updating vendor payment information. For more details, visit the survey report here.        

The Treasury Update Podcast
Advancements in Treasury Technology: Lessons from the World of Autonomous Cars

The Treasury Update Podcast

Play Episode Listen Later Mar 10, 2025 15:49


In this episode, Craig Jeffery shares insights from his experience with driverless cars and connects it to the use of AI/ML in treasury. He highlights three key essentials for implementing AI/ML tools in financial decision-making. How can these new technologies boost efficiency, accuracy, and decision-making in treasury operations, and why is it crucial to understand and guide these tools? Listen in to learn more.

The Treasury Update Podcast
Coffee Break Session #129: What Is Fiscal Stimulus?

The Treasury Update Podcast

Play Episode Listen Later Mar 6, 2025 7:44


In today's episode, we'll hear from Craig Jeffery on fiscal stimulus. What is it, and what is its purpose? How does it impact the economy, finance, and treasury? Listen in to learn about common tools and how fiscal stimulus is funded.

The Treasury Update Podcast
Career Accelerators and Pathways

The Treasury Update Podcast

Play Episode Listen Later Mar 3, 2025 40:57


In this episode,  Craig Jeffery hosts Elisabeth Constantin from ABREO Executive Services and Royston Da Costa, Assistant Treasurer at Ferguson, to discuss career accelerators and pathways for treasury leaders. They explore various strategies for advancing careers, such as board service, academia, mentorship, and profile diversification. Elisabeth emphasizes the importance of exit planning and balancing personality development with skill optimization. Royston highlights both traditional and new career pathways in treasury. Listen in for a fresh perspective on professional growth and leadership.

The Treasury Update Podcast
Data and Insights for the Office of the CFO – How to Leverage AI and Machine Learning with Treasury4

The Treasury Update Podcast

Play Episode Listen Later Feb 24, 2025 41:52


In this episode, Craig Jeffery hosts Ed Barrie and Randy DeVita from Treasury4 to discuss the importance of architecting a strong data ecosystem for the Office of the CFO and the treasurer. They explore challenges with data management, the need for accurate and detailed data, and how AI/ML can support decision-making. Key topics include structuring data solutions, maintaining a single source of truth, and using transaction mapping and anomaly detection for better forecasting and insights. Listen in to learn more. Find more information at https://www.treasury4.com/

The Treasury Update Podcast
Why Consider Greece for Finance Operations with Alexandros Koliavras

The Treasury Update Podcast

Play Episode Listen Later Feb 17, 2025 20:14


In today's podcast episode, Craig Jeffery is joined by Alexandros Koliavras, President of the Hellenic Association of Treasurers. They discuss why Greece is an attractive location for a treasury center, citing competitive pricing, a strong pool of finance graduates, and new tax incentives. The conversation also covers the rise of shared service centers and the Hellenic Association of Treasurers' university collaborations. Listen in to learn more. Links: Hellenic Association of Treasurers website. Hellenic Association of Treasurers YouTube.

The Treasury Update Podcast
Regulations, Rules, Delays, and Procrastination

The Treasury Update Podcast

Play Episode Listen Later Jan 27, 2025 18:06


Craig Jeffery discusses recent BOI reporting delays, US Treasury clearing deadlines, and the postponed migration to ISO 20022. The conversation highlights key timelines and their implications for treasury operations. Listen in to learn more. Download the ebook here.

The Treasury Update Podcast
The Cash Conversion Cycle: Why and How Fintechs Are Improving P2P and O2C Processes.

The Treasury Update Podcast

Play Episode Listen Later Jan 20, 2025 24:48


Craig Jeffery and Paul Galloway discuss the cash conversion cycle (CCC) and how fintechs are transforming procure-to-pay (P2P) and order-to-cash (O2C) processes. Topics include balancing efficiency and capital, improving liquidity management, and leveraging AI for scalability. Listen in to learn more. Download our Treasury Technology Analyst Report The upcoming webinars mentioned in this podcast are: TMS on Wednesday, January 8 at 2pm Treasury Aggregators on Wednesday, February 5 at 2pm SCF, CCC, and the Treasury Ecosystem on Wednesday, March 5 at 2pm Sign up or watch the replay at https://strategictreasurer.com/webinars/

The Treasury Update Podcast
The 25 Questions and Answers That Will Define Finance & Treasury in 2025 with Craig Jeffery

The Treasury Update Podcast

Play Episode Listen Later Jan 13, 2025 22:13


In this rapid-fire Q&A podcast, Craig Jeffery explores the future of treasury in 2025, sharing insights on the key trends shaping the industry. Topics include AI, real-time payments, ESG, digital assets, cybersecurity, and more!  0:00 Intro  1:07 Interest rates  1:43 AI cash forecasting tools  2:14 DeFi solutions for Treasury  2:35 Blockchain  3:02 Real-time payments investing  3:46 ESG factors  4:20 Working capital vs liquidity  5:52 Digital assets  6:28 Cross-border payments  7:03 Cloud TMS  7:54 AI analytics  8:47 Real-time global cash visibility  9:36 Machine learning in cashflow forecasting  10:24 Risk insights  11:02 Embedded finance  11:52 FinTech's vs Banks for corporates  13:14 CBDCs use in corporate treasury  13:52 Supply chain finance  14:28 Cybersecurity  15:38 Automation  16:12 Faster payments  16:46 Risk vs. Optimizing cashflow  17:28 Innovation vs. security  19:04 Multi-currency  19:33 Are treasury departments ready for 2025 fintech risks?  21:17 Outro 

The Treasury Update Podcast
Treasury Aggregators: As the World Gets Larger, How Can We Make It Get Smaller?

The Treasury Update Podcast

Play Episode Listen Later Jan 6, 2025 19:47


Craig Jeffery and Paul Galloway discuss the evolving role of treasury aggregators (TAs) in today's connected world, including their function, the use of networks, APIs, and host-to-host (H2H) connections. Key topics include payment security, the future of SWIFT, and whether the expansion of APIs will support TAs or pose an existential challenge. Listen in to learn more. Download our Treasury Technology Analyst Report The upcoming webinars mentioned in this podcast are: TMS on Wednesday, January 8 at 2pm Treasury Aggregators on Wednesday, February 5 at 2pm SCF, CCC and the Treasury Ecosystem on Wednesday, March 5 at 2pm  Sign up at https://strategictreasurer.com/webinars/

The Treasury Update Podcast
2024 Treasury Year in Review

The Treasury Update Podcast

Play Episode Listen Later Dec 30, 2024 20:51


Craig Jeffery reflects on 2024's key treasury developments, including advancements in APIs and AI, major private equity investments in FinTech, and shifts in global markets. Inflation is easing, regulations are evolving, and supply chains are stabilizing. Listen to learn more. Reporting BOI Video Series

The Treasury Update Podcast
The State of Treasury Work and Recruitment

The Treasury Update Podcast

Play Episode Listen Later Dec 23, 2024 29:28


In this episode, Craig Jeffery from Strategic Treasurer and Mike Richards of The Treasury Recruitment Company discuss hybrid work models, salary trends, and the evolving treasury job market. They explore the growing role of AI in treasury careers, the importance of data skills, and how recruitment strategies are adapting to a changing workforce. Listen in to learn more. Listen to Mike's podcast, The Treasury Career Corner!

ai recruitment treasury mike richards strategic treasurer craig jeffery
OpenTreasury
6 treasury management trends for 2025 - (TREASURY NEWS)

OpenTreasury

Play Episode Listen Later Dec 20, 2024 25:10


Pushpendra Mehta meets with Craig Jeffery, Managing Partner at Strategic Treasurer, to review the latest treasury news and developments. Topics of discussion include the following: 1:34   6 treasury management trends for 2025 10:01 The four defining traits for leading corporate treasury in 2030 18:30 Biggest story Other Resources: 2025 Treasury Trends Webinar - Strategic Treasurer Fraud Prevention Training - SecureTreasury Treasury 2030: Modernize or Risk Irrelevance - Citi

The Treasury Update Podcast
CBDCs vs. Fiat Currency: The Future of Digital Payments with Royston Da Costa

The Treasury Update Podcast

Play Episode Listen Later Dec 16, 2024 26:38


In this episode, Craig Jeffery and Royston Da Costa explore the role of CBDCs in improving payment processes, offering real-time tracking, reducing delays, and complementing fiat currencies. They discuss how CBDCs provide a regulated alternative to cryptocurrencies. Listen in to learn more. 

The Treasury Update Podcast
Learning from Financial Fraud Series Episode 14: $230M USD Social Engineering Theft

The Treasury Update Podcast

Play Episode Listen Later Dec 9, 2024 20:30


Welcome to another episode of our Learning from Financial Fraud Series. In this fourteenth episode, Jonathan is joined by Craig Jeffery to examine one of the largest cryptocurrency thefts in history. Craig walks us through the attackers' methods, how they exploited human vulnerabilities, the losses, and the critical lessons organizations can learn to protect against similar scams. Listen to other episodes from this series

The Treasury Update Podcast
TMS and TRMS: Developments, Changes, and Directions

The Treasury Update Podcast

Play Episode Listen Later Dec 2, 2024 19:36


Craig Jeffery and Paul Galloway discuss developments in treasury management systems (TMS) and treasury & risk management systems (TRMS), including the shift between specialization and generalization, the evolution of technology, and the impact of democratizing technology in this space. Listen in to learn more. Download our Treasury Technology Analyst Report The upcoming webinars mentioned in this podcast are: TMS on Wednesday, January 8 at 2pm Treasury Aggregators on Wednesday, February 5 at 2pm SCF, CCC and the Treasury Ecosystem on Wednesday, March 5 at 2pm  Sign up at https://strategictreasurer.com/webinars/

The Treasury Update Podcast
The Treasury Technology Tipping Point with Royston Da Costa

The Treasury Update Podcast

Play Episode Listen Later Nov 25, 2024 18:07


In this episode, Craig Jeffery and Royston Da Costa discuss the tipping point for treasury management systems (TMSs). They explore whether TMS providers will embrace new technologies, including AI, to offer enhanced services to their customers or stick with more legacy, inflexible technology structures. Listen in to learn more.

The Treasury Update Podcast
Coffee Break Session #122: What Are Floating Rates?

The Treasury Update Podcast

Play Episode Listen Later Nov 21, 2024 9:13


In this episode, Craig Jeffery explains floating interest rates — what they are, the factors that influence them, and how they compare to fixed rates. Listen in to learn more.

The Treasury Update Podcast
Making Payments Intelligent: The Paradigm Shift

The Treasury Update Podcast

Play Episode Listen Later Nov 18, 2024 26:48


In this episode, Craig Jeffery, Managing Partner of Strategic Treasurer, and John Rubinetti, President, B2B Payments at Deluxe, discuss the evolution of payments modernization. They explore how banks are shifting from isolated automation to end-to-end solutions, prioritizing data insights, speed, and collaboration. Listen in to learn more.

The Treasury Update Podcast
Generative AI's Impact on Treasury: Workplace, Cashflow Forecasting, and Cybersecurity

The Treasury Update Podcast

Play Episode Listen Later Nov 11, 2024 27:56


In this episode, Craig Jeffery and Royston Da Costa explore the impact of generative AI in the workplace, with a focus on large language models (LLMs) and tools like ChatGPT. They discuss how AI is transforming cashflow forecasting, enhancing cybersecurity, and strengthening risk management. Listen in to learn more.

The Treasury Update Podcast
Coffee Break Session #121: What is OCI?

The Treasury Update Podcast

Play Episode Listen Later Nov 7, 2024 10:09


In this episode, Craig Jeffery breaks down OCI — what it stands for, how it differs from net income, and why it's crucial for treasurers. Listen in to understand the impact of OCI on financial strategy.

coffee break oci craig jeffery
The Treasury Update Podcast
Managing Geopolitical Risks in Treasury

The Treasury Update Podcast

Play Episode Listen Later Nov 4, 2024 24:33


In this episode, Craig Jeffery of Strategic Treasurer and Sourabh Verma of ION Treasury discuss the critical role of geopolitical risk management in treasury. They explore the impact of major geopolitical events like elections, military conflicts, and trade agreements on financial operations and risk exposure. Listen in to learn more. Learn more at: https://iongroup.com/treasury/

managing risks treasury geopolitical strategic treasurer craig jeffery
The Treasury Update Podcast
Short-Term Investing Series by Federated Hermes - Part 4: Election and Fed Actions: The Interaction of Fiscal and Monetary Policy

The Treasury Update Podcast

Play Episode Listen Later Oct 28, 2024 33:32


In this episode of the Short-Term Investing Series with Federated Hermes on the Treasury Update Podcast, experts from Federated Hermes, Sue Hill, John Mosko and Steve Chiavarone, join Craig Jeffery to discuss the intersection of fiscal and monetary policy amid recent Fed rate cuts and the impending elections. They explore how the Fed's adjustments to interest rates and possible election outcomes could shape market expectations, inflation, and policy changes. Speakers:  Craig Jeffery, Managing Partner at Strategic Treasurer  Susan Hill, CFA - Head of Government Liquidity Group, Senior Portfolio Manager, Senior Vice President, Federated Investment Management Company  John Mosko - Senior Vice President, Liquidity Management Division, Federated Securities Corp.  Steve Chiavarone - Head of Multi Asset Group, Senior Vice President, Senior Portfolio Manager, & Equity Strategist Visit federatedhermes.com for more information.    Views are those of Federated Investment Management Company as of 10/28/24 and are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from that reflected or contemplated in any forward-looking statements. Nothing contained herein may be relied upon as a guarantee, or a representation of the future. Duration is a measure of a security's price sensitivity to changes in interest rates. Securities with longer durations are more sensitive to changes in interest rates than securities of shorter durations. Bond prices are sensitive to changes in interest rates and a rise in interest rates can cause a decline in their prices.  Federated Hermes is not affiliated with Strategic Treasurer. Although the information provided in this presentation has been obtained from sources which Federated Hermes believes to be reliable, it does not guarantee accuracy of such information, and such information may be incomplete or condensed.  

The Treasury Update Podcast
What's Happening at AFP 2024?

The Treasury Update Podcast

Play Episode Listen Later Oct 21, 2024 9:25


Join us as we gear up for AFP 2024 in Nashville! Hear from Jonathan, Craig, and Ky as they share what's in store for this year's event. They discuss key takeaways to look for at AFP, including payment growth, fraud prevention, AI, and networking tips for making the most of the event. Get ready to connect, learn, and engage at AFP 2024. We hope to see you in Nashville!

The Treasury Update Podcast
Coffee Break Session #120: What Is RAROC?

The Treasury Update Podcast

Play Episode Listen Later Oct 17, 2024 7:43


In this episode, Craig Jeffery explains RAROC — what it stands for, how it's calculated, and why it's important for banks and financial institutions. Listen in to learn more. 

The Treasury Update Podcast
SEPA Instant Payments

The Treasury Update Podcast

Play Episode Listen Later Oct 14, 2024 26:14


In this episode, Craig Jeffery and Kate Pohl discuss instant payments in Europe, covering the benefits, challenges, and key questions around these rapid transfers. They explore legal adjustments, bulk payments, FX handling, and the future of instant payments.

The Treasury Update Podcast
Surety for Treasurers

The Treasury Update Podcast

Play Episode Listen Later Oct 7, 2024 28:12


In this episode, Craig Jeffery and Jack Rosenberg discuss surety for treasurers, highlighting its difference from insurance and its key use cases. They cover the challenges surety helps solve, its evolution, and why it's more relevant for treasurers today. The conversation also touches on practical examples and its growing importance in various sectors. Listen in to learn more. Learn more about Rosenberg & Parker at https://suretybond.com/

The Treasury Update Podcast
Blockchain - The Great Hope for KYC

The Treasury Update Podcast

Play Episode Listen Later Sep 30, 2024 36:37


In this episode, Craig Jeffery and Royston Da Costa discuss blockchain's potential for revolutionizing KYC. They cover its benefits, limitations, and how it could enhance transparency. Craig reviews past tech predictions, and Royston shares his outlook on when blockchain might fully deliver on its promise, along with real-world examples.

The Treasury Update Podcast
What Can Corporate Treasury Learn from the Euro Banking Association?

The Treasury Update Podcast

Play Episode Listen Later Sep 23, 2024 21:52


In this episode, Craig Jeffery and Kate Pohl explore the role of the Euro Banking Association (EBA) and what corporate treasury can learn from it. They discuss EBA's functions and its impact on the banking industry. Kate also shares how corporations in North America can engage with the EBA and benefit from its resources.   LINKS: If you are not familiar with EBA or the Open Forum on Digital Transformtation please have a look at the following links!  EBA - https://www.abe-eba.eu/about-eba/eba-at-a-glance/  EBA Membership - https://www.abe-eba.eu/about-eba/eba-members/  The Open Forum - https://www.abe-eba.eu/thought-leadership-innovation/eba-open-forum-on-digital-transformation/      The next Open Forum meeting "Everything, everywhere, all at once - Embracing Digital Transformation in Banking in 2025!" is scheduled for Wednesday, 4 December 2024.   Download the agenda and register here. 

The Treasury Update Podcast
Coffee Break Session #118: What Is a Pentest?

The Treasury Update Podcast

Play Episode Listen Later Sep 19, 2024 8:24


In today's episode, we'll hear from Craig Jeffery on pentests. What are they, who performs them, and why are they vital for cyber security? Listen in to learn more.

The Treasury Update Podcast
Exploring Generative AI, ML, and RPA in Treasury with Royston Da Costa

The Treasury Update Podcast

Play Episode Listen Later Sep 16, 2024 22:01


In this episode, Craig Jeffery and Royston Da Costa discuss how generative AI, machine learning (ML), and robotic process automation (RPA) are transforming treasury functions. They provide real-world examples of current applications, discuss expected trends for the next 2-3 years, and explore emerging technologies like ChatGPT, Microsoft Copilot, and augmented reality. Listen in to learn more.

OpenTreasury
Treasurers expect technology to consume most of their time in the coming years - (TREASURY NEWS)

OpenTreasury

Play Episode Listen Later Sep 13, 2024 28:28


Pushpendra Mehta meets with Craig Jeffery, Managing Partner at Strategic Treasurer, to review the latest treasury news and developments. Topics of discussion include the following: Treasurers expect technology to consume most of their time in the coming years Ecommerce merchants subjected to more payment fraud attacks than in previous years Global companies navigating from ‘China plus one' to a ‘China plus many' world GTreasury acquires CashAnalytics   Resources: The Business of Treasury 2024 - ACT 2024 Global eCommerce Payments & Fraud Report – MRC, Visa, & Verifi The Geopolitics of Supply Chains - Lazard 2023 Treasury Technology Analyst Report – Strategic Treasurer

The Treasury Update Podcast
The Future of Payments: Navigating Change Management

The Treasury Update Podcast

Play Episode Listen Later Sep 9, 2024 23:18


In this episode, Craig Jeffery, Managing Partner of Strategic Treasurer, and Susan Nichols, VP, B2B Payments Product and Business Management at Deluxe, explore effective change management for digital payments. They discuss balancing technology upgrades with managing internal and external changes, securing executive buy-in, and integrating digital solutions smoothly. Listen in to learn more.

The Treasury Update Podcast
Coffee Break Session #117: What Is a Payment Security Assessment?

The Treasury Update Podcast

Play Episode Listen Later Sep 5, 2024 8:28


In today's episode, we'll hear from Craig Jeffery about payment security assessments—what they are, who conducts them, and why they are crucial for your business. Listen in to learn more.

The Treasury Update Podcast
Counterparty Risk & Financial Risk Management: Lack of Formality a Threat to Treasury

The Treasury Update Podcast

Play Episode Listen Later Sep 2, 2024 27:37


In this episode, Craig Jeffery and Paul Galloway discuss the critical but often overlooked issue of counterparty risk in treasury operations. They explore common risk scenarios, why they matter, and how companies manage–or neglect–this risk. Listen in to learn more.

The Treasury Update Podcast
Exploring the Efficient Frontier: Cash Investment Strategies

The Treasury Update Podcast

Play Episode Listen Later Aug 26, 2024 26:25


In this episode, Craig Jeffery and Paul Galloway discuss the "efficient frontier." They explore risks, rewards, and trade-offs between options like money market funds, ECR, and IDA/ICA. They also talk about liquidity needs and capital access. Listen in to learn more.

The Treasury Update Podcast
Learning from Financial Fraud Series Episode 13: Constant Fraud Attempts Across Multiple Payment Rails

The Treasury Update Podcast

Play Episode Listen Later Aug 19, 2024 12:28


Welcome to another episode of our Learning from Financial Fraud Series. In this thirteenth episode, Craig Jeffery, Managing Partner at Strategic Treasurer, shares insights into a major fraud case. The organization faced multiple sophisticated attacks across multiple payment channels. Listen in as Craig walks us through the attack method, the loss, and the key takeaways.  

The Treasury Update Podcast
Thinking About the Future: Structure Your Thinking

The Treasury Update Podcast

Play Episode Listen Later Aug 5, 2024 26:26


In today's episode, Craig Jeffery, Managing Partner of Strategic Treasurer, emphasizes the importance of a future-focused mindset. He discusses the shift from batch to streaming, the roles of SaaS and PaaS, the importance of speed, and the value of continual learning and data. Listen in to learn more. 

The Treasury Update Podcast
Why Isn't There a Common Treasury Career Path?

The Treasury Update Podcast

Play Episode Listen Later Jul 15, 2024 28:55


In today's podcast, Karyn Brown from Austin Industries joins us to share her thoughts on why there isn't a standard career path for treasurers. Craig Jeffery and Karyn also discuss the varied paths to becoming a treasurer, the implications of this diversity, and the current hiring environment. Listen in to learn more.

The Treasury Update Podcast
Learning from Financial Fraud Series Episode 12: Payment Flows – Understanding the Risk

The Treasury Update Podcast

Play Episode Listen Later Jul 1, 2024 16:44


Welcome to another episode of our Learning from Financial Fraud Series. In this twelfth episode, we'll explore what can be learned from a recent payment flows assessment that led to discovering a fraudulent loss in another area. Craig Jeffery walks us through the attack method, the loss, and the key takeaways. Listen in to learn more.    More from this series: https://strategictreasurer.com/learning-from-financial-fraud-series/?utm_source=TUP312

The Treasury Update Podcast
CFOs' Top Concerns in Accounts Receivable: What Matters to the CFO?

The Treasury Update Podcast

Play Episode Listen Later Jun 17, 2024 23:13


In today's podcast, Craig Jeffery, Managing Partner of Strategic Treasurer, and Chip Zint, SVP, Chief Financial Officer at Deluxe, discuss the key objectives of accounts receivable from a CFO's perspective. Their discussion covers metrics like DSO, industry insights, and the impact of geopolitical risks and interest rates. Listen in to learn more. www.deluxe.com