The Treasury Update Podcast
By Strategic Treasurer
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The Treasury Update Podcast is your source for interesting treasury news, in your car, at the gym, or wherever you decide to tune in! Strategic Treasurer was formed in 2004 to provide corporate, educational, and government entities direct access to comprehensive and current assistance with their treasury and financial technology, control and process efficiency requirements. Strategic Treasurer publishes content via newsletters, white-papers, blogs, videos, e-books, infographics, and analyst reports.
||Clean#27 - Bank Relationships: Achieving a 360 Degree View||Managing bank relationships often looks very different depending upon the side of the table you are sitting. Banks are quite formal in their approach to ensure a lasting multi-level institutional connection. Most treasurers lean toward the informal...||1/13/2019||Free||View in iTunes|
||Clean#26 - Becoming A Treasurer: Part 2 - What to Do When You Become the Treasurer||You got the job as Treasurer. Congratulations. What do you need to do now to lay the groundwork for success for the coming years? In this episode of the Becoming a Treasurer series, Craig Jeffery covers the conceptual roadmap to making your first few...||1/7/2019||Free||View in iTunes|
||Clean#25 - Compliance: Playing Catch Up||Since the financial crisis was well underway, the volume of regulations impacting treasury has been unprecedented. Are treasury groups current? Are they prepared to monitor impending regulations and emerging compliance requirements? In this episode of..||12/30/2018||Free||View in iTunes|
||Clean#24 - Becoming A Treasurer: Part 1 - How to Prepare||Part 1 in the Becoming a Treasurer series explores the varied and non-linear path of most treasurers and outlines two key areas a person pursuing the position of treasurer. Craig Jeffery of Strategic Treasurer is interviewed by Meredith Zonsius on two..||12/23/2018||Free||View in iTunes|
||Clean#23 - Working Capital Solutions||When it comes to working capital management there are two primary perspectives: balance sheet and income statement. Failing to properly optimize working capital can hinder an organization’s ability to generate profit or it can create liquidity...||12/17/2018||Free||View in iTunes|
||Clean#22 - Treasury’s Journey in the Use of Robotic Process Automation (RPA)||Discussing the concepts of robotic process automation and machine learning is fun. The reality of the use of robotics can sometimes seem distant. When those concepts are applied to real-life treasury situations, it becomes more intellectually exciting..||12/10/2018||Free||View in iTunes|
||Clean#21 - The OpenText Treasury Transformation Story||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...||12/2/2018||Free||View in iTunes|
||Clean#20 - Faster and Better Payments with TD Bank||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...||11/26/2018||Free||View in iTunes|
||Clean#19 - Why Modern Treasury Technology Matters||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...||11/18/2018||Free||View in iTunes|
||Clean#18 - Empowering the Treasury Community||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...||11/11/2018||Free||View in iTunes|
||Clean#17 - What Makes Our Market Research Tick?||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...||11/2/2018||Free||View in iTunes|
||Clean#16 - Supply Chain Finance & Working Capital Considerations for Treasury||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...||10/28/2018||Free||View in iTunes|
||Clean#15 - AFP Annual Conference Preparations||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,...||10/18/2018||Free||View in iTunes|
||Clean#14 - Is Your Treasury Technology Aligned with Your Needs?||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...||10/7/2018||Free||View in iTunes|
||Clean#13 - Unique Challenges to NGO Treasuries||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...||10/1/2018||Free||View in iTunes|
||Clean#12 - Treasury Perspectives: Sensitivity to the Human Element in Security||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....||9/26/2018||Free||View in iTunes|
||Clean#11 - Understanding When Tax Equity Investments Matter||In this Episode Craig Jeffery of Strategic Treasurer talks with George Strobel on the subject of reducing tax liabilities and exhibiting corporate social responsibility.||9/16/2018||Free||View in iTunes|
||Clean#10 - Managing Your Technology Implementation||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...||9/9/2018||Free||View in iTunes|
||Clean#9 - Stand Up Straight: A Proper Posture on Cyber Security||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...||9/3/2018||Free||View in iTunes|
||Clean#8 - The Moral Reason for Security||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...||8/26/2018||Free||View in iTunes|
||Clean#7 - Security: Understanding the 2nd Chapter of the Cloud||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...||8/20/2018||Free||View in iTunes|
||Clean#6 - Why Compliance Makes You Vulnerable||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...||8/9/2018||Free||View in iTunes|
||Clean#5 - Expanding the Use of Tax Credits||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...||7/30/2018||Free||View in iTunes|
||Clean#4 - FAQs in Treasury - Round #1||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.||7/21/2018||Free||View in iTunes|
||Clean#3 - Treasury Fraud and Controls Survey 2018||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.||6/30/2018||Free||View in iTunes|
||Clean#2 - Discussing Treasury Technology with Craig Jeffery||Treasury technology is rapidly changing. In this podcast we cover perspectives and thoughts on technology developments and plans uncovered from survey results and numerous client engagements. These perspectives come to us in the context of overall...||6/28/2018||Free||View in iTunes|
||Clean#1 - Treasury Fraud: What You Should Know||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...||6/27/2018||Free||View in iTunes|
An easy way to stay up to date while on the go.
Great podcast with timely information on treasury related topics. I enjoy tuning in every week and learning something new.