In this episode, Paul Galloway interviews Craig Jeffery about treasury and risk management systems. They define core TMS functionality, explore when organizations should invest in one, and review emerging technologies shaping future platforms, like AI, APIs, and cloud-native architecture.
This Head-2-Head session will look at how challenging issues can be solved with powerful analytics and flexible cash dashboards. See how modern technology platforms give a comprehensive view with dimensional flexibility for faster “self-serve” and “self-discovery” of the data that matters.
As new payment rails emerge, security threats intensify, and cross-border activity grows more intricate, treasurers are increasingly responsible for supervising payment strategy and risk, even when execution is distributed across teams and systems. This live, three-hour workshop will examine the treasurer’s role as superintendent of payments, covering real-time payment rails such as RTP and FedNow, approaches to strengthening payment security, and key considerations in managing cross-border payments and FX activity. Attendees will gain practical frameworks for overseeing payments and strengthening organizational control and efficiency in a rapidly evolving environment.
In this episode, Craig Jeffery speaks with Craig Callé of Source Calle and Paul Galloway of Strategic Treasurer to explore what treasurers should prioritize in 2026. Topics include the GENIUS Act and stablecoin adoption, rising fraud risks, global economic uncertainty, AI governance, and third-party risk. They also offer key recommendations for scenario planning and operational resilience.
In this episode, Craig Jeffery speaks with Tom Gregory of TD Bank, Kim Isaacs of J.P. Morgan, Lauren Bergsland of Wells Fargo, and Sue Caras of Bank of America. These industry leaders share their perspectives on top 2026 priorities, including AI execution, liquidity strategy, fraud prevention, embedded banking, and regulatory risk. Tune in for actionable insights from major banking partners across North America.