What is Bank Account Management? Coffee Break Session Host Alexa Cook catches up with Stephanie Villatoro, Senior Consultant at Strategic Treasurer, to discuss what Bank Account Management (BAM) is. They cover some of the key elements of BAM and how it can vary across the globe. Listen in and learn a little bit about Bank Account Management.
Oct 15, 2020•16 min
On this episode of the Stories from the Front series, Host Craig Jeffery joins Anita Mehra, Vice President of Global Financial Services at Microsoft, to discuss finance as a strategic partner amid the COVID-19 global pandemic. They explore ways to support customers and key partners in the most critical times, innovative approaches for business and personal growth, recommendations to ensure adaptability and resilience across organizations, and key learning points for finance and treasury leaders....
Oct 10, 2020•22 min
On this episode of the Stories from the Front series, Craig Jeffery speaks with Corporate Payment Expert Nithai Barzam, Chief Operating Officer at nsKnox on escalating fraud attacks amid the global pandemic. Topics of discussion center around cybersecurity for payments and financials, fraud tactics and trends, system and infrastructure vulnerabilities, and advanced solutions to verify suppliers and prevent payment fraud. Listen in to know how to protect yourself and your organization from cyberc...
Oct 03, 2020•25 min
Craig Jeffery and Alexa Cook of Strategic Treasurer explore the new release of period fifteen’s COVID-19 Impact & Response Survey. This monthly update centers around the steady improvement of organizational liquidity, escalation of cyberfraud, changes to top concerns, and the current outlook on health and the economy. Listen in to learn the major factors impacting treasury and finance organizations today.
Oct 01, 2020•9 min
What is open treasury? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner Craig Jeffery to discuss the foundational elements of open treasury. They explore the purpose behind it, how it can be leveraged, and why it is important. Listen in to learn a bit about open treasury.
Oct 01, 2020•10 min
On this episode of the Becoming a Treasurer series, Host Craig Jeffery continues the Learning from Literature subseries expanding upon Lewis Carroll’s Alice’s Adventure in Wonderland. This illustration focuses on measurements with view to benchmarks, standards of good corporate conduct, and world-class practices. Listen in to learn how to successfully set measurements through the lens of literature.
Sep 26, 2020•17 min
On this episode of the Stories from the Front series, The Treasury Update Podcast Host Craig Jeffery sits down with Doug King, Payments Risk Expert at the Federal Reserve Bank of Atlanta, to discuss the impact of COVID-19 on payments. Topics of discussion center around consumer behavior, fraud tactics and trends, and response measures to mitigate and recover data breaches. Listen in to this candid conversation to find out more. Read the Take on Payments blog here ....
Sep 19, 2020•48 min
What is mobile device management? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner Craig Jeffery to discuss the foundational elements of mobile device management. They share insights on how it can be positively leveraged and why it’s important to treasury. Listen in to this bitesize conversation to learn more.
Sep 17, 2020•7 min
On this episode of the Stories from the Front series, Host Craig Jeffery joins Lena Pennington, Director of Sales Engineering at Bellin and Lee-Ann Perkins, Assistant Treasurer at ION Geophysical to discuss how they successfully managed through the onset of the COVID-19 disruption. They share valuable insights and effective strategies around working from home, relationship management, liquidity planning, technology solutions and more. Listen in to find out how you and your organization can stay ...
Sep 12, 2020•27 min
On this episode of the Becoming a Treasurer series, Craig Jeffery continues the Learning from Literature sub-series showcasing Lewis Carroll’s Alice’s Adventure in Wonderland. This illustration covers leadership principles and tactics on how to properly set your destination by taking purposeful action in the short and long view. Listen in to learn how to successfully set and reach your destination.
Sep 05, 2020•19 min
Craig Jeffery and Alexa Cook of Strategic Treasurer reveal this months results from the COVID-19 Impact & Response Survey. This new release shines a positive light on economic and health viewpoints. Top headlines include end-of-year job situations by industry, AR changes, outlook on liquidity positions, economic recovery estimates, and more. Listen in to find out how finance and treasury organizations are weighing in on the global state of recovery.
Sep 03, 2020•11 min
Tune in as Alexa Cook sits down with Stephanie Villatoro to continue the discussion on Payments. What are Global & Emerging Payment Types? Listen in to learn more!
Sep 03, 2020•12 min
The Treasury Update Podcast host Craig Jeffery kicks off a new series featuring interviews with treasury and finance leaders exploring: challenging situations; fresh ideas, innovative approaches, case studies and recommendations from senior treasury practitioners. These stories from the front provide a transparent look at various industries and challenging situations that provide insights and wisdom to help guide the profession into a proper mindset and approach as we continue the path of recove...
Aug 29, 2020•36 min
What can Winnie-the-Pooh teach us about treasury? On this episode of the Becoming a Treasurer series, Host Craig Jeffery continues the Learning from Literature subseries showcasing English author A. A. Milne’s Winnie-the-Pooh character. This thinking and analysis session covers concrete examples of persevering, focusing and being thoughtful while overcoming the bumps on your journey. Listen in to this engaging conversation to find out some tools for success on becoming a treasurer....
Aug 22, 2020•22 min
What is a treasurer? Coffee Break Session Host Alexa Cook talks with colleague Melody Hart, Senior Consultant at Strategic Treasurer to discuss the profession of a treasurer. Learn what is common for treasurer’s to do, some pathways to become a treasurer and more around their important role. Listen in and learn a little bit about treasurers.
Aug 20, 2020•15 min
On this episode of the Becoming a Treasurer Series, Managing Partner Craig Jeffery of Strategic Treasurer kicks off a sub-series called “Learning From Literature”. He showcases Robert Frost's poem The Door in the Dark as a metaphor to discuss the lessons of risks. Listen in as he shares how treasury professionals can increase visibility as disruptive events arise on their way to success.
Aug 15, 2020•16 min
Host Craig Jeffery catches up with Mike Richards, Managing Director at The Treasury Recruitment Company and Founder & Host of The Treasury Career Corner. They discuss treasury career changes amid COVID-19 and bring to light the current situation on treasury positions across the globe. Topics of discussion include the changing dimensions of work, career mobility and the work from home environment, the outlook on job recruitment, and key findings and trends from the ongoing global treasury sal...
Aug 08, 2020•43 min
On this episode of the Global Recovery Monitor Series, Host Meredith Zonsius joins Craig Jeffery and Alexa Cook of Strategic Treasurer on the thirteenth period results from the COVID-19 Impact & Response Survey. This new iteration of the micro-survey reflects how respondents feel about their organization’s outlook on health and economic positions during today’s global state of recovery. They reveal exclusive data on top concerns around work from home challenges, views on revenue levels, orga...
Aug 06, 2020•12 min
What are Alternative Payment Types? Coffee Break Session Host Alexa Cook catches up with Stephanie Villatoro, Senior Consultant at Strategic Treasurer, to discuss Alternative Payment Types. They discuss the what some different types of Alternative Payments are, how alternative payment types have evolved and how some alternative payment types are being used. Listen in and learn a little bit about Alternative Payment Types.
Aug 06, 2020•8 min
Compliance and security matters are escalating in today’s business environment. Host Craig Jeffery talks with Scott Lambert, Treasury Managing Director of Cigna on updating treasury organizations to reflect the new reality of analytics and compliance. Topics of discussion center around payment hub as a leading practice, compliance role in treasury, improving payment security, data management and more. Listen into this insightful discussion to find out how to take your treasury group to the next ...
Aug 01, 2020•32 min
On this episode of the Becoming a Treasurer series , Special Host Meredith Zonsius has a timely conversation with Craig Jeffery about the vital component of the treasurer’s responsibility over payment security. They kick off the discussion with an explanation of payment security and cover various elements including the role of the treasurer across different types of security platforms, payment processes, security training, system audits, banking frameworks and more. Listen in as they explore suc...
Jul 25, 2020•30 min
On this special edition of the podcast, Host Craig Jeffery interviews coauthor Kevin Coldiron on the book, The Rise of Carry : The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis. Coldiron provides examples of and arguments that explain how the use of carry trades and the impact that excessive financial backstopping of natural volatility invariably creates greater volatility for all market participants and the global economy. T...
Jul 18, 2020•43 min
What are KPIs? Coffee Break Session Host Alexa Cook catches up with Melody Hart, Senior Consultant at Strategic Treasurer, to discuss key performance indicators. They dive into the meaning and elements of KPIs and how they are typically used across organizations today. Listen in and learn a little bit about KPIs.
Jul 16, 2020•11 min
Host Craig Jeffery has a crucial conversation with Royston Da Costa of Ferguson plc on how cybersecurity has escalated in importance over the past few years as criminals have become more automated, persistent and patient with larger financial payouts for their crimes. They debate questions such as: Does technology make us more or less susceptible to fraud? Should companies make treasury responsible for payment processes? How should we view security in light of escalating attacks amid COVID-19 an...
Jul 11, 2020•38 min
On this episode of the Global Recovery Monitor Podcast Series, Host Meredith Zonsius catches up with Craig Jeffery and Alexa Cook of Strategic Treasurer on the 12th period results from the COVID-19 Impact & Response Survey. Top headlines include significant challenges in the work from home environment, vendor payments slowing down, organizational outlook on liquidity positions, economic improvements, and health and financial normalcy. Listen in to this brief update as key findings are reveal...
Jul 09, 2020•10 min
Wirecard made financial and international news recently. Through an audit, it was uncovered that 1.9B Euro ($2.1B USD) was missing and then determined to have never existed. Special Host Meredith Zonsius interviews the author of The Strategic Treasurer: A Partnership for Corporate Growth Craig Jeffery on the Wirecard scandal. They discuss what led to this event, the early warning signs, and what treasury groups and C-Suite executives should learn from this situation. Listen in to this critical c...
Jul 04, 2020•17 min
What are common payment types? Coffee Break Session Host Alexa Cook talks with Stephanie Villatoro, Senior Consultant at Strategic Treasurer to discuss the foundational elements of common payment types. They cover how these payment types have changed over the last few decades, the various shifts taking place across the corporate’s use of them today, and more. Tune in to this bitesize conversation to learn more.
Jul 02, 2020•9 min
The need for continuous learning remains critically important for treasury and finance leaders today. Host Craig Jeffery interviews Ernie Humphrey of Treasury Webinars on how virtual learning and networking is shifting in an era of social distancing with view to COVID-19. They explore what works the same, what works better and where are the gaps. Listen in to find out more on the latest developments in the virtual event space and the upcoming virtual forum, Treasury & Finance in the Next Nor...
Jun 27, 2020•22 min
Series Host Meredith Zonsius talks with Craig Jeffery and Alexa Cook of Strategic Treasurer on the 11th period results from the COVID-19 Impact & Response Survey. This refreshing update focuses on signs of improvement with view to getting back to work. Topics of discussion also cover how treasury and finance professionals feel about their organization’s outlook on liquidity positions, economic improvements, time estimates for health and financial normalcy, and more. Listen in on this informa...
Jun 25, 2020•10 min
On this episode of the Becoming a Treasurer series, Special Host Meredith Zonsius catches up with Craig Jeffery, Managing Partner of Strategic Treasurer, on both the conceptual and technical side to risk management. They explore key concepts and principles that will help organize your approach and actions to better protect your organization and its cash flow and assets. Listen in to this insightful discussion to learn more.
Jun 20, 2020•21 min