To better support the industry’s professional development, Strategic Treasurer offers 1.2 CTP credits for select on-demand webinars and from 0.5 to 1.2 CTP credits for Treasury Update Podcast episodes when an accompanying quiz is taken and passed (80% or higher). Webinars and episodes with available credits are located on this page. The quiz link is in each post.

On-Demand Webinars

Webinar: Treasury Automation

Webinar: Treasury Automation

Within our increasingly digital world, the volume of bank data continues to grow exponentially. To gain critical visibility into your cash flow and to position your organization for growth, it’s becoming imperative to establish a baseline of automation for your treasury department. In this session with Tracey Knight, the VP of Client Success at Trovata, discover how you can empower your team to perform more strategic analysis that propels your business forward while increasing both visibility into your cash flow and team satisfaction and retention through innovative automation technologies.

Webinar: Integrating Systems for Your Unique Business Needs

Webinar: Integrating Systems for Your Unique Business Needs

In this webinar, discover how banking APIs establish rails that automate the collation of your transaction data and the sending of payments information back and forth between your bank and cash automation platform, empowering your organization with automated cash management functionality and payments experience in one, all-inclusive solution.

Webinar: Automation as an Asset to Attract and Retain Talent

Webinar: Automation as an Asset to Attract and Retain Talent

This webinar will cover how automation and innovation are a talent retention issue as well as a business processes issue, and why they should be taken seriously even at smaller, more traditional companies that don’t believe they have complex cash needs.

Webinar: Digital Transformation Strategy Series: Part 4 – Evaluating Tech Solution Sets

Webinar: Digital Transformation Strategy Series: Part 4 – Evaluating Tech Solution Sets

Technology solution selection projects are high stakes: Select and appropriately implement the right solution for your needs, and your company has a powerful tool to leverage for years to come – but the wrong solution for your company can ultimately become a long-term problem. The good news is that with the number of choices on the market today, there is a good fit for every customer. Finding that good fit, however, can be difficult. This webinar will outline the methods and mindsets needed for understanding your needs, evaluating the solutions on the market, and discovering which one can best help you and your team excel for years to come.

Webinar: Digital Transformation Strategy Series: Part 3 – Partnering with IT on Your Digital Transformation

Webinar: Digital Transformation Strategy Series: Part 3 – Partnering with IT on Your Digital Transformation

Visibility, data connectivity and forecasting are crucial to staying afloat in today’s climate, and leveraging new technology is becoming more and more crucial to achieving those goals. From RPA to AI and ML, the alphabet soup is confusing but increasingly important to treasury’s daily life. Learn the fundamentals of these technologies and how they can empower your treasury team to unlock efficiency and access accurate information.

Webinar: Digital Transformation Strategy Series: Part 2 – Navigating the New Tech Landscape

Webinar: Digital Transformation Strategy Series: Part 2 – Navigating the New Tech Landscape

Visibility, data connectivity and forecasting are crucial to staying afloat in today’s climate, and leveraging new technology is becoming more and more crucial to achieving those goals. From RPA to AI and ML, the alphabet soup is confusing but increasingly important to treasury’s daily life. Learn the fundamentals of these technologies and how they can empower your treasury team to unlock efficiency and access accurate information.

Webinar: Digital Transformation Strategy Series: Part 1 – Treasury Paradigm Shift

Webinar: Digital Transformation Strategy Series: Part 1 – Treasury Paradigm Shift

The technology landscape is changing rapidly. The amount of data is exploding both inside organizations and outside, and managing this data gracefully is challenging IT groups, finance at large and treasury. From improving visibility and leveraging existing IT investments to improving forecasting and achieving improved efficiency across treasury, the pressure continues to mount. The proper approach must contemplate an environment that supports rapid development, scalability, natural language search and massive amounts of data. In this initial session of the Digital Transformation Strategy series, we will explore the key factors impacting your role and how treasury needs to understand the developing trends and learn how to adapt to the era of big data and modern technology.

Treasury Update Podcast Episodes

#277 – Updating ISO 20022: Exploring New Formats, Data, and Benefits (Fides)

#277 – Updating ISO 20022: Exploring New Formats, Data, and Benefits (Fides)

In today’s podcast, we are joined by Roman Müller, Chief Client Officer at Fides, to discuss ISO 20022’s changes in payment and statement formats. We’ll discuss the updated address requirements, the extension of the November 2025 deadline, and the need for structured and unstructured data. Listen in to learn more!

#276 – Organizational Security Assessments

#276 – Organizational Security Assessments

Are you contributing to the security of your organization? Are you aware of your role? In today’s episode, Craig Jeffery, Managing Partner of Strategic Treasurer, shares insights and explores common testing exercises, the evolving security landscape, and practical recommendations for IT and treasury professionals. He also discusses the concepts of “Red Team” and “Blue Team” in regard to security, and how they play a crucial role in keeping your defenses current.

#273 – Learning from Financial Fraud Series Episode 7: Understanding “Pig Butchering”

#273 – Learning from Financial Fraud Series Episode 7: Understanding “Pig Butchering”

The criminal playbook is constantly evolving, and in this episode, we ask what exactly “pig butchering” is. Learn how scammers build trust, offer fake investments, and manipulate victims into virtual currency schemes. While this is primarily a tactic that has been used against individuals, this matters to corporate treasurers because these tactics can easily be adapted to corporate fraud. Listen in as Craig Jeffery walks us through the steps criminals are taking and what you can do to spot suspicious activity.

#270 – The Speed of NOW: Navigating Real-Time Treasury

#270 – The Speed of NOW: Navigating Real-Time Treasury

In today’s episode, Craig and Kate Pohl, Senior Advisor with Strategic Treasurer, discuss the true meaning of “real-time” in finance, its impact on consumers and businesses, and its future implications. They also discuss value and shed some light on fraud protection and innovative strategies.

#269 – AI’s Current and Future Impact on Treasury (Ferguson)

#269 – AI’s Current and Future Impact on Treasury (Ferguson)

Have you been staying up to date on how artificial intelligence is transforming the landscape of treasury operations? Join us in today’s discussion as we explore AI’s current and future impacts with Royston DaCosta, Assistant Treasurer of Ferguson PLC, and gain insights into technology’s evolving role in shaping the finance world.

#268 – Navigating Non-Profit Finances: Similarities and Differences (Truist & IJM)

#268 – Navigating Non-Profit Finances: Similarities and Differences (Truist & IJM)

Have you ever wondered how different non-profit organizations manage their finances and navigate challenges? Join us as Craig Jeffery shares the mic with long-time friends Kevin Peak and Stephanie Villatoro to discuss shared challenges and unique approaches in areas such as cash management, borrowing and investments, governance decisions, staffing, and funding the mission.