39: What Are Debits and Credits?

39: What Are Debits and Credits?

What are debits and credits? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss debits and credits. They define what debits and credits are and discuss how they can be viewed differently from the customer side and the accountant side.

#143 – Fintech Analyst Report Series – Part 2: Treasury Aggregator

#143 – Fintech Analyst Report Series – Part 2: Treasury Aggregator

On this second part of the Treasury Update Podcast’s Fintech Analyst Report Series, Special Host Meredith Zonsius sits down with Managing Partner Craig Jeffery to discuss key takeaways from the 2020 Treasury Aggregator Analyst Report. They cover the pain points driving this technology, bank connectivity solutions, leading practices and more. Listen in to the discussion and enjoy the entire series.

#138 – 2021 Treasury Fraud & Controls Survey Implications

#138 – 2021 Treasury Fraud & Controls Survey Implications

Host Craig Jeffery joins Omri Kletter, Vice President of Fraud and Financial Crime at Bottomline, to discuss the results from the 2021 Treasury Fraud & Controls survey. This annual survey evaluates the current and projected impact of fraud on the finance and treasury environment. Practitioners from a broad range of industries are polled on their experiences with fraud and on the range of controls, safeguards and security practices employed to protect their financial assets and information.