by Elizabeth Jeffery | Apr 3, 2023 | Becoming a Treasurer Series, Podcast
What problems arise when treasury and accounts payable misunderstand each other? In this episode, Craig Jeffery and Jason Campbell jump back into the Languages of Finance sub-series to discuss some of the common terms you need to know in order to work together effectively. Listen in and find us on YouTube for more!
by Elizabeth Jeffery | Apr 3, 2023 | Survey Results, Survey Results Reports
Survey Results Treasury Fraud & Controls Thank you to all of those who participated in our 2023 Treasury Fraud & Controls survey. This research discovered how your fraud experiences and security practices has changed. Has your security framework been...
by Elizabeth Jeffery | Mar 27, 2023 | Becoming a Treasurer Series, Podcast
In the Language of Finance sub-series of the Becoming a Treasurer series, we will look into different terms that should be understood in order to communicate effectively with the rest of your treasury team and with others. In this episode, Craig Jeffery and Jason Campbell discuss some important questions regarding controllers. How does the language of a controller differ from the language of treasury? When do controllers, accounting groups, and treasury need to work together? Listen in to find out.
by Elizabeth Jeffery | Mar 20, 2023 | CTP Credits, Podcast
In this episode of the podcast, Craig Jeffery of Strategic Treasurer and Steve Traut, SVP of Sales at Superior Press, have a discussion on best practices in client conversion. Steve walks us through several client conversion case studies.
by Elizabeth Jeffery | Mar 16, 2023 | Coffee Break Sessions, Podcast
What is the difference between ACH format and Standard Entry Class? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss what these are, the relationship between them, requirements, and the importance of data recording. Listen in and learn a little bit about ACH format vs. SEC.