The Treasury Update Podcast by Strategic Treasurer

Episode 343

How to Identify Gaps in Your Treasury Operations: Assessments 101

In this episode of the Treasury Update Podcast, Jonathan sits down with Paul Galloway to talk about the role of assessments in treasury and finance. Paul covers the importance of evaluating your systems, people, and processes and discusses how to use the results to make better decisions.

If you have more questions or need guidance on assessments, feel free to contact us.

0:00 intro

0:18 Types of assessments

12:05 Importance of assessments

17:29 Best times to implement

21:44 Practical implementation

26:19 Key action items

28:57 Have questions?

Host:

Jon Jeffery,
Strategic Treasurer

Craig - Headshot

Speaker:

Paul Galloway,
Strategic Treasurer

Craig - Headshot

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