by Brian Weeks | Feb 26, 2024 | Replays, Webinars
Expanding sales globally comes with many upsides but also with significant challenges. Managing how payments are collected in numerous countries is an issue for even the largest companies. For others, this has been a nearly insurmountable challenge. This session will cover various complexities of managing inbound payments: countries, banking considerations, compliance requirements, and friction for your customers. Methods of reducing this complexity will be explored from multiple views, including operational efficiency, liquidity management, cost, and client impact.
by Brian Weeks | Feb 26, 2024 | Replays, Webinars
Data is the new currency in the B2B payment industry, but many organizations struggle to harness its full potential. Manual, inconsistent, or inaccurate cash application and forecasting methods can lead to poor payment visibility, increased costs, and missed business opportunities. How can you transform your treasury role from a service provider to a strategic advisor, enabling smarter business decisions with data-informed actions?
Join Deluxe’s Executive Director of Receivables Patrick Moye and Strategic Treasurer’s Craig Jeffery for a discussion on how powerful data and cash forecasting can be in the B2B payments industry. In this webinar, we’ll cover:
• The common pitfalls of existing data processing and resistance to change.
• How to transform your treasury role from a service provider to a strategic advisor.
• Steps to improving forecasting cash applications.
Don’t miss this chance to learn more about the power of data and the actions your business can take to succeed.
by Brian Weeks | Feb 26, 2024 | Podcast
A few years ago, a company had been solely banking with Silicon Valley Bank. However, due to their success and international expansion, they found themselves needing to implement bank diversification. This move helped them avoid major problems that their competitors faced in early 2023. In today’s podcast, we discuss the identification and management of different risks your organization will face. Craig Jeffery, Managing Partner of Strategic Treasurer, walks us through several risk management successes and failures, as well as the basic principles of risk management found in the Guide to Excellence in Treasury. Listen in to learn more.
by Brian Weeks | Feb 15, 2024 | Coffee Break Sessions, Podcast
In our final episode covering FDIC and SIPC, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, on the thought process behind optimizing your portfolio when you’ve reached the limits of FDIC and SIPC coverage.
by Brian Weeks | Feb 12, 2024 | Podcast
Are weak third parties affecting the safety of your organization? In today’s podcast, Host Craig Jeffery talks with Craig Callé, CEO of Source Callé, about navigating third-party risk with real-world examples. The dialogue covers requirements and inefficiency, as well as the vision for the next ten years.
