Becoming a Treasurer
Podcast Series
This series within The Treasury Update Podcast explores questions around being a successful treasurer. They include how to prepare, what needs to be measured, how to communicate effectively, how to develop a team, and how to get the resources needed.
#248 – Becoming a Treasurer Series, Part 27: Languages of Finance: Accounts Receivable
What problems arise when treasury and accounts receivable 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.
#247 – Becoming a Treasurer Series, Part 26: Languages of Finance: Accounts Payable
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!
#246 – Becoming a Treasurer Series, Part 25: Languages of Finance: Controllers
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.
#243 – Becoming a Treasurer Series, Part 24: Languages of Finance: FP&A
As we jump back into the “Becoming a Treasurer” series, we are launching a new sub-series where we will look at the “language of finance.” Communication matters, and understanding how different groups use terms is vital for effective communication. In the Language of Finance sub-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 podcast, Craig Jeffery and Jason Campbell talk through some of the important questions regarding financial planning and analysis. How does the language of FP&A differ from treasury? Listen in to find out.
#178 – Becoming a Treasurer Series: Part 23 – Cash Boot Camp
On this episode of the Becoming a Treasurer series, author Craig Jeffery continues a mix of interviews around his book, The Strategic Treasurer: A Partnership for Corporate Growth. The chapter of discussion, entitled “Cash Boot Camp for Treasurers,” provides a practical approach to understanding different perspectives of cash, how accounting and treasury can live in harmony, and more. Listen in to this insightful discussion.
#161 – Becoming a Treasurer Series: Part 22 – Communication: Mars and Venus
How can you minimize the communication conflict between treasurers and controllers? On this episode of the Becoming a Treasurer series, Author Craig Jeffery continues a mix of interviews around his book, The Strategic Treasurer: A Partnership for Corporate Growth. The chapter of discussion, “Communication: Mars and Venus,” explores the variety of ways the treasurer and controller see things differently. The reasons behind these differences are described and discussed, allowing for understanding between these two crucial financial players. Listen in to the discussion to find out more.
#157 – Becoming a Treasurer Series: Part 21 – Being a Partner, Not a Vendor
On this episode of the Becoming a Treasurer series, Craig Jeffery is interviewed on a chapter in his book, The Strategic Treasurer: A Partnership for Corporate Growth. The chapter, entitled “Being a Partner, Not a Vendor,” lays the intellectual framework and reasons why treasurers must act as a business partner and use their unique strengths to support their organization’s overall success. Listen in to the conversation to learn more.
#154 – Becoming a Treasurer Series: Part 20 – Envisioning Treasury in the Future
On this episode of the Becoming a Treasurer series, Craig Jeffery is interviewed on a chapter in his book, The Strategic Treasurer: A Partnership for Corporate Growth. The chapter, entitled “Envisioning Treasury in the Future,” takes a look at and makes predictions about what the future holds for treasurers. It explores what is expected to remain the same and what might change across several categories. Listen in to glean some treasury insights for your journey.
#146 – Becoming a Treasurer, Part 19: Learning from Literature: Enjoying Your Career Journey. J.M. Barrie’s Peter Pan
On this episode of the podcast, Craig Jeffery continues the Learning from Literature subseries featuring J.M. Barrie’s Peter Pan. This illustration expands upon the quote, “It is not in doing what you like, but in liking what you do that is the secret of happiness.” Listen in to learn some helpful tools, perspective and advice on how to enjoy your career journey in treasury.
#145 – Becoming a Treasurer Series, Part 18 – Losses & Fraud: What Can Keep Treasurers Awake at Night
On this episode of the Becoming a Treasurer series, Author Craig Jeffery is interviewed on a chapter in his book, The Strategic Treasurer: A Partnership for Corporate Growth. The chapter is called “Losses and Fraud: What Can Keep Treasurers Awake at Night.” Topics of discussion center around situations of great loss of assets and liquidity, examples of high profile fraudulent events, and guidance on how treasurers can best protect their organizations. Listen in and enjoy this popular series.
#139 – Becoming a Treasurer, Part 17: Process vs. Silo View
On this episode of the Becoming a Treasurer series, author Craig Jeffery is interviewed on a chapter in his book, The Strategic Treasurer: A Partnership for Corporate Growth. The chapter is called “Process vs. Silo View” and covers vital treasury concepts around process efficiency, risk management and careful business advice. Listen in to learn successful treasury principles that will help equip you on your journey.
#134 – Becoming a Treasurer, Part 16: The Not-to-Do List and the To-Do List
On this episode of the Becoming a Treasurer series, Craig Jeffery continues the Learning from Literature sub-series, this week showcasing Robert Frost’s poem “The Road Not Taken.” This illustration covers the opportunistic situations treasurers can take advantage of, as well as intentional directions with a view to career choices and approaches to life and tasks. Listen in on how to make choices that lead you to the road of success.
#132 – Becoming a Treasurer, Part 15: Use Momentum. Challenge Linear Thinking.
On this episode of the Becoming a Treasurer series, Craig Jeffery continues the Learning from Literature sub-series, showcasing Laura Ingalls Wilder’s Farmer Boy. This illustration covers creative ways to use momentum and challenge linear thinking with view to treasury processes and general life lessons.
#116 – Becoming a Treasurer, Part 14: Learning from Literature: Measurements. Lewis Carroll
Host Craig Jeffery continues the Learning from Literature subseries expanding upon Lewis Carroll’s Alice’s Adventure in Wonderland. This illustration focuses on measurements with view to benchmarks, standards of good corporate conduct, and world-class practices. Listen in to learn how to successfully set measurements through the lens of literature.
#113 – Becoming a Treasurer, Part 13: Learning from Literature: Setting your Destination. Lewis Carroll
Craig Jeffery continues the Learning from Literature sub-series showcasing Lewis Carroll’s Alice’s Adventure in Wonderland. This illustration covers leadership principles and tactics on how to properly set your destination by taking purposeful action in the short and long view.
#111 – Becoming a Treasurer, Part 12: Learning from Literature: Thinking & Analysis. A. A. Milne
What can Winnie-the-Pooh teach us about treasury? Host Craig Jeffery continues the Learning from Literature sub-series showcasing English author A. A. Milne’s Winnie-the-Pooh character. This thinking and analysis session covers concrete examples of persevering, focusing and being thoughtful while overcoming the bumps on your journey.
#110 – Becoming a Treasurer, Part 11: Learning from Literature: Risk. Robert Frost
On this episode of the Becoming a Treasurer Series, Managing Partner Craig Jeffery of Strategic Treasurer kicks off a sub-series called “Learning From Literature”. He showcases Robert Frost’s poem The Door in the Dark as a metaphor to discuss the lessons of risks.
#107 – Becoming a Treasurer, Part 10: Responsibility Over Payment Security
On this episode of the Becoming a Treasurer series, Special Host Meredith Zonsius has a timely conversation with Craig Jeffery about the vital component of the treasurer’s responsibility over payment security.
#102 – Becoming a Treasurer, Part 9: Risk Management Concepts
On this episode of the Becoming a Treasurer series, Special Host Meredith Zonsius catches up with Craig Jeffery, Managing Partner of Strategic Treasurer, on both the conceptual and technical side to risk management.
#99 – Becoming a Treasurer, Part 8: Being Intentional with Technology
Technology is a key tool in all areas of finance – treasury is no exception. On this episode of the Becoming a Treasurer series, Special Host Meredith Zonsius talks with Craig Jeffery, Managing Partner of Strategic Treasurer, on being intentional with technology.
#63 – Becoming a Treasurer, Part 7: Adaptation and Overcoming Blind Spots
On this episode of the Becoming A Treasurer series, Craig Jeffery examines some common blind spots and identifies methods of effectively compensating for these deficiencies to position treasurers for success.
#51 – Becoming a Treasurer, Part 6: Securing the Resources You Need
Modern treasurers often face serious resource overwhelm—growing responsibilities, increased payments complexities, inadequate staffing, lack of access to up-to-date software and more. In this 6th episode of the Becoming a Treasurer podcast series, Craig Jeffery shares valuable insights on securing everything you need to become successful in a treasury environment, from people and technology, to productivity and best practices. Listen in to learn more.
#45 – Becoming a Treasurer: Part 5 – How to Develop a Team
On this episode of the Becoming a Treasurer series, Craig Jeffery shares team building tips and insights into handling different scenarios to ensure you find the right people with the optimal skill sets to effectively support your treasury goals.
#39 – Becoming a Treasurer: Part 4 – How to Communicate Effectively
On this episode of the Becoming a Treasurer series, Craig Jeffery covers key principles to help treasurers navigate internal and external communication challenges.
#28 – Becoming a Treasurer: Part 3 – What Do I Measure?
You can only keep your eyes on so many things. What do you need to focus on for operational activities, macroeconomic changes, and treasury projects you are driving?
#26 – Becoming a Treasurer Series: Part 2 – What to Do When You Become the Treasurer
On this episode of the Becoming a Treasurer series, Craig Jeffery covers the conceptual road-map to making your first few months in this role count.
#24 – Becoming a Treasurer: Part 1 – How to Prepare
On this episode, Craig Jeffery of Strategic Treasurer is interviewed on two necessary elements for everyone preparing to be a treasurer. These include the mindset required and the varied experience or capacity.
