Coffee Break Sessions - Treasury Update Podcast

Session 97

What Are Brokered CDs?

In today’s episode, Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, shares a concise exploration of brokered CDs. You’ll learn what they are, how they differ from traditional CDs, the associated risks, what happens at maturity, tax considerations, and the option to sell them. Listen in for more information!

Host:

Jonathan Jeffery, Strategic Treasurer

Jason Campbell
Strategic Treasurer

Speaker:

Paul Galloway, Strategic Treasurer

Craig - Headshot
Strategic Treasurer
2022 Treasury Technology Analyst Report
Strategic Treasurer and TIS are proud to present the findings from the Treasury Technology Survey with data from over 150 respondents operating primarily across North America and Europe. This study polls treasury and finance professionals on their views regarding technology drivers, challenges, and system plans, use, and needs.
Coffee Break Session 95

This week’s coffee break session defines and discusses the certificate of deposit (CD). It covers durations, restrictions, and strategies, as well as other common questions. Listen in as Craig Jeffery walks us through the world of CDs.