#11 – Understanding When Tax Equity Investments Matter
Craig Jeffery, Managing Partner of Strategic Treasurer, discusses tax equity investments with George Strobel, the head of Monarch Private Capital.
#10 – Managing Your Technology Implementation
Adopting treasury technology can generate migraines no matter the type of technology. This episode will focus on the primary challenges of a treasury tech implementation with an emphasis on treasury management systems.
#9 – Stand Up Straight: A Proper Posture on Cyber Security
Craig Jeffery, Strategic Treasurer’s Managing Partner, continues the conversation with Craig Calle a former banker and CFO now founder of the security firm SourceCalle. This session builds upon their first podcast called: Understanding the 2nd chapter of the cloud.
A Deeper Dive into Tax Credits: Evaluating Use Cases for Tax Equity Investments
This webinar will examine the scenarios in which organizations can leverage tax equity investments to reduce their tax liability, generate multi-year returns on capital, and create impactful PR opportunities while benefitting and supporting their communities in the process. The event will be co-presented with Monarch Private Capital. 1.2 CTP and FP&A re-certification credits will be given for attendance.
#8 – The Moral Reason for Security
In this podcast, Craig Jeffery caught up with Mark Cuneo in our offices again. This time it was to dissect what he means by the moral reason for security.