Episode 24


Becoming a Treasurer: Part 1 – How to Prepare

Becoming a Treasurer Series

This series within The Treasury Update Podcast explores questions around being a successful treasurer. They include how to prepare, what needs to be measured, how to communicate effectively, how to develop a team, and how to get the resources needed.

Part 1 – Becoming a Treasurer

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 necessary elements for everyone preparing to be a treasurer. This includes the mindset required and the varied experience or capacity needed. Listen in on the discussion.


Meredith Zonsius, Strategic Treasurer

Guest Speaker:

Craig Jeffery, Strategic Treasurer

Related Episodes

Becoming a Treasurer: Part 2 – What to Do When You Become the Treasurer

In this episode of the Becoming a Treasurer series, Craig Jeffery covers the conceptual roadmap to making your first few months in this role count.

Becoming a Treasurer: Part 3 – How Do I Measure?

On this episode of the Becoming a Treasurer series, Craig Jeffery is interviewed on various types of measurements and standards while starting to explore the practice of setting goals and challenging your team. Listen in to the discussion on treasury measurement.