#294 – Managing Your Company’s Risk Through Measurements and Policy

#294 – Managing Your Company’s Risk Through Measurements and Policy

A few years ago, a company had been solely banking with Silicon Valley Bank. However, due to their success and international expansion, they found themselves needing to implement bank diversification. This move helped them avoid major problems that their competitors faced in early 2023. In today’s podcast, we discuss the identification and management of different risks your organization will face. Craig Jeffery, Managing Partner of Strategic Treasurer, walks us through several risk management successes and failures, as well as the basic principles of risk management found in the Guide to Excellence in Treasury. Listen in to learn more.

#293 – Effective Communication Is the Lifeblood of Your Treasury Career

#293 – Effective Communication Is the Lifeblood of Your Treasury Career

Effective communication plays a crucial role in all treasury functions, and failing to prioritize the development of communication skills can hinder growth across the board. In today’s discussion, we’ll hear from Craig Jeffery, Managing Partner of Strategic Treasurer, on just one of the topics covered in the Guide to Excellence in Treasury: effective communication. He talks through action items, a real-world example from his past, and how communication will change with the implementation of generative AI.

#285 – 2023 Treasury Year in Review – Setting the Stage for the 2024 Outlook Series

#285 – 2023 Treasury Year in Review – Setting the Stage for the 2024 Outlook Series

We are excited to bring you our sixth annual Outlook Series on the Treasury Update Podcast. In this series, we bring you interviews with treasury experts about their expectations, projections, and insights for the year ahead. Today, we’ll hear from Craig Jeffery, Managing Partner of Strategic Treasurer, as he sets the stage by retrospectively examining the key trends and challenges encountered by treasury departments in 2023.

#282 – The New Intersection of Technology and Treasury – Fintech Hotseat Panel Discussion – AFP 2023 (Citi, Finastra, & TIS)

#282 – The New Intersection of Technology and Treasury – Fintech Hotseat Panel Discussion – AFP 2023 (Citi, Finastra, & TIS)

The rapid acceleration of new technology adoption significantly impacts the daily operations of providers and treasury professionals across multiple domains. In today’s podcast episode, we’ll hear from Craig Jeffery and our 3 panelists in an annual Fintech Hotseat panel discussion, this time covering the evolving landscape of treasury technology.

TreasuryGo

Professional Analyst Coverage TreasuryGo Learn More treasurygo.com TreasuryGo modules were originally developed by treasury professionals for their own “in house” use. Later the IP was spun out to form TreasuryGo, Inc. It is now a standalone SAAS offering...