The Treasury Update Podcast

Strategic Treasurer•strategictreasurer.com

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.

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Episodes

#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 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, Strategic Treasurer’s managing partner, continues the conversation with Craig Calle a former banker and CF...

Sep 04, 2018•27 min

#8 - The Moral Reason for Security (First Data/Card Connect)

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. Using examples from personal experience and stories from movies the reasons and motivations for good s...

Aug 27, 2018•23 min

#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 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 understanding that security must extend beyond the internal data center. Development of new services...

Aug 21, 2018•25 min

#6 - Why Compliance Makes You Vulnerable (First Data/Card Connect)

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.

Aug 10, 2018•24 min

#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 and increased economic value). In this session, Craig Jeffery the managing partner of Strategic Treasurer interviews George Strobel the head of Monarch Private Capital to explore the motivations of government and corporate participants and mechanics o...

Jul 30, 2018•21 min

#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.

Jul 21, 2018•34 min

#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.

Jun 30, 2018•38 min

#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 change the calculus. Don't forget to subscribe to the show!

Jun 28, 2018•25 min

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