by Elizabeth Jeffery | May 22, 2025 | Survey Results, Survey Results Reports
Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon? This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.
by Elizabeth Jeffery | Apr 16, 2025 | eBooks
Rethinking the Impact of Accounts Receivable Three Lessons on AR Download eBook AR is where finance meets customer service. With a hidden impact on customer retention, liquidity, and other organizational goals, AR processes can either meaningfully support the...
by Elizabeth Jeffery | Mar 27, 2025 | Survey Results, Survey Results Reports
This rapid research survey captured real-time data on how treasury and finance are thinking about the new and potential tariffs being implemented around the world. This report gives a comprehensive industry analysis, helping gauge monitoring efforts, levels of concern, and strategic actions taken to manage the challenges.
by Elizabeth Jeffery | Mar 5, 2025 | eBooks
Bank Connectivity Navigating Complexity in a Hybrid World Download eBook Connectivity has become increasingly important to more organizations. The rate of change in some companies, coupled with technological shifts, is requiring most commercial and corporate-sized...
by Elizabeth Jeffery | Feb 18, 2025 | Other
The Professional Development series, within The Treasury Update Podcast, dives into insights and strategies for beginners, veterans, and expert treasurers.