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.

Series Hosts

Craig Jeffery

Meredith Zonsius

HOW TO PREPARE

Part 1 in the Becoming a Treasurer series explores the varied and non-linear path of most treasurers and outlines two key areas a person pursuing the position of treasurer. Craig Jeffery of Strategic Treasurer is interviewed by Meredith Zonsius on two necessary elements for everyone preparing to be a treasurer. This includes the mindset required and the varied experience or capacity needed. Listen in on the discussion.

WHAT TO DO

You got the job as Treasurer. Congratulations. What do you need to do now to lay the groundwork for success for the coming years? In this episode of the Becoming a Treasurer series, Craig Jeffery covers the conceptual roadmap to making your first few months in this role count.

This discussion covers a variety of areas including staff planning, inventorying the issues and addressing them systematically, understanding differences required in your communication and establishing success.  Listen in on the discussion and enjoy the entire series.

WHAT TO 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? For optimal vision, we need depth perception.  And, for depth perception to be acute, we need measurements.

On this episode of the Becoming a Treasurer series, Craig Jeffery is interviewed by Meredith Zonsius on various types of measurements and standards while starting to explore the practice of setting goals and challenging your team. Listen in to the discussion on treasury measurement.

HOW TO COMMUNICATE EFFECTIVELY

How can treasurers 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. From working with CFO’s to banks, he shares a practical view on having a clear purpose in your communication that will help drive decisions and achieve overall success within your organization.