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

#230 – B2B Transaction Modernization: Real-Time Payments

#230 – B2B Transaction Modernization: Real-Time Payments

Craig Jeffery is joined by Jayna Bundy, the General Manager of Global Treasury & Financial Services at Microsoft. They discuss why faster payments matter, the goal and cost of faster payments, portals, and issues. What are “requests for payment” and how should corporations think about it?

#228 – Stewardship: Environment, Finance, and the Community

#228 – Stewardship: Environment, Finance, and the Community

Companies are stepping back to take a long-term look at their business plans. Meeting annual and quarterly targets is being balanced with new ideas for long-term strategic plans. In this podcast, Craig Jeffery talks with Christy Wright about the commitment that Southwire has made to its community and environment. Topics of discussion include offering better terms, Southwire’s Supplier Sustainability Program, greenhouse gas goals, and sustainable cash investments.

#226 – The Problem with Carry: The Rise of Carry

#226 – The Problem with Carry: The Rise of Carry

On this episode, Host Craig Jeffery interviews coauthor Kevin Coldiron on his book, The Rise of Carry: The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis. They discuss some of the issues covered in the book and where they are reflected in today’s market.