by Elizabeth Jeffery | Jan 21, 2020 | Survey Results, Survey Results Reports
This research polled treasury and finance practitioners, presented with Capital Advisors Group, on how they are evaluating current liquidity risk mitigation processes. We asked questions on macroeconomic changes and new regulations as they impact treasury. Some other topics covered in this survey are short-term investment, risk management, credit evaluation, debt, and more.
by Elizabeth Jeffery | Dec 30, 2019 | Podcast
Meredith Zonsius, co-host of the Treasury Update Podcast, interviews Craig Jeffery, Managing Partner of Strategic Treasurer on the 2019 year in review. As the new year begins, they take a look back on the hottest treasury topics and discuss what’s next in 2020. They cover an array of topics encompassing what treasury has been working on, thinking about and acting on in 2019. Also, they discuss how that influences the mindset and plans of treasurers as they look forward to 2020. Listen into this insightful discussion.
by Elizabeth Jeffery | Dec 3, 2019 | Replays, Webinar Survey Results, Webinars
This session will cover high-level highlights from the recent Liquidity Risk survey and include some commentary from respected industry leaders as to what this means for you.
by Elizabeth Jeffery | Sep 17, 2019 | Replays, Webinars
From shifting plans regarding rate changes to quantitative easing and mixed messages from the FED to other central bank activities of the ECB and BOJ, corporate investors are looking to understand the implications of these activities across the globe. Concurrently, radical shifts are underway with technology for finance impacting treasury and corporate investment teams. From APIs to RPA and Machine Learning, the impact and implications for connectivity, visibility and liquidity management are striking. This webinar examines the major shifts and implications for treasury/investors. Experts from Morgan Stanley and Strategic Treasurer team to provide a fast-paced dialog focused on Investing Implications.
by Strategic Treasurer | Aug 29, 2019 | Survey Results, Survey Results Reports
This research polled treasury and finance practitioners on their experiences, practices, and perspectives regarding a broad variety of compliance and bank account management operations