
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


Speaker:
Paul Galloway,
Strategic Treasurer


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Related Resources
Leading Practices in Treasury ebook
In this ebook, both new and experienced treasury professionals will find practical, focused recommendations and considerations to help hone their skills.With fine-tuned leading practices for bank relationship management, bank account architecture, forecasting, compliance, managing unknown risks, and more, this guide offers tried and true approaches that will help you and your organization thrive.