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93: What Is Data Extraction?

93: What Is Data Extraction?

Join us for a quick coffee break as we discuss data extraction in treasury operations. In this episode, we’ll explore how AI is reshaping the process, tackle common challenges, highlight AI-driven innovations, share success stories, and address trust and reliability concerns.

Webinar: Securing Money and Data: Strengthening the Lines of Defense | September 22

Webinar: Securing Money and Data: Strengthening the Lines of Defense | September 22

Criminals are after your data and money. Constantly. They are increasingly more sophisticated and automated, and our response must be strengthened. This includes each area of exposure: technology, processes, structure, and people. Your firewall needs to be updated, but your human firewall(s) also need to be kept current. Security training for each payment professional on each payment process is a crucial part of your defense. This session will:

• Explore what is happening with fraud.
• Report on how your peers are viewing the threat level of fraud.
• Educate your team on fraud attack methods and new approaches.

#268 – Navigating Non-Profit Finances: Similarities and Differences (Truist & IJM)

#268 – Navigating Non-Profit Finances: Similarities and Differences (Truist & IJM)

Have you ever wondered how different non-profit organizations manage their finances and navigate challenges? Join us as Craig Jeffery shares the mic with long-time friends Kevin Peak and Stephanie Villatoro to discuss shared challenges and unique approaches in areas such as cash management, borrowing and investments, governance decisions, staffing, and funding the mission.