Host Craig Jeffery joins Jonathan Paquette, Sr. Financial Solutions Expert, and Kevin Rice, Sr. Customer Success Manager of Treasury Intelligence Solutions (TIS), to discuss learning from challenges through customer case study examples showcasing global logistics and manufacturing companies, leading practices for addressing resource restrictions and technology roadblocks, and key insights for effectively assessing and implementing processes across various projects.
Special Host Alexa Cook catches up with Craig Jeffery on period sixteen’s results from the Global Recovery Monitor. This new iteration of the micro-survey showcases both optimism and concerns of organizational liquidity, today’s economic and health positions, upcoming elections and more.
Host Craig Jeffery joins Timothy Hesler, Assistant Treasurer of the Global Banking, Cash Management and Treasury Operations group of New York University, to discuss the adaptation of higher education amid the COVID-19 pandemic, including transitioning to the work-from-home environment and its impact on treasury and performance, responding to cyber fraud escalations, navigating technology challenges, and more.
Craig Jeffery meets with Managing Director of Deluxe Corporation Dave Robertson to discuss the 2020 Modernizing AP/AR Processing Survey results. They examine the mindset shifts and key findings around the influence of recent disruptions, calibration of various pain points that drive change, and other motivators to upgrade AP/AR processes.
What is Bank Account Management? Coffee Break Session Host Alexa Cook catches up with Stephanie Villatoro, Senior Consultant at Strategic Treasurer, to discuss what Bank Account Management (BAM) is. They cover some of the key elements of BAM and how it can vary across the globe.
Host Craig Jeffery joins Anita Mehra, VP of Global Financial Services at Microsoft, to discuss ways to support customers and key partners in the most critical times, innovative approaches for business and personal growth, and recommendations to ensure adaptability and resilience across organizations.