Becoming a Treasurer Series
Becoming a Treasurer Series

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.

#246 – Becoming a Treasurer Series, Part 25: Languages of Finance: Controllers

#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

#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

#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

#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

#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

#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

#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

#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

#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

#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.

#51 – Becoming a Treasurer, Part 6: Securing the Resources You Need

#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.