+1 678.466-2220 info@strategictreasurer.com
  • Twitter
  • RSS
  • Twitter
  • RSS
  • HOME
  • ABOUT
  • BLOG
  • CONTACT
Strategic Treasurer
  • EXPLORE
    • CLIENTS
      • Corporate Practitioners
      • Financial Institutions
      • Technology Providers
    • SERVICES
      • Connectivity & Onboarding
      • Security Training
      • SWIFT Customer Security Programme (SWIFT CSP)
      • Treasury Benchmarking
    • RESOURCES
      • Analyst Report
      • eBooks
      • Podcast
      • Newsletter
      • Surveys
      • Webinars
        • CTP | On-Demand Credits
    • LATEST INSIGHTS
      • Articles
      • FinTech HotSeat
      • LinkedIn Groups
      • News
      • #TreasuryFAQ
Select Page
#175 – Effective Bank Account Management (TIS)

#175 – Effective Bank Account Management (TIS)

by Elizabeth Jeffery | Nov 15, 2021 | CTP Credits, Podcast

Host Craig Jeffery catches up with Jon Paquette, Senior Financial Solutions Expert at Treasury Intelligence Solutions (TIS), to discuss how to protect the doors to your most liquid assets. Topics of discussion center around the essentials for managing bank accounts effectively, common issues companies are facing today, innovative solutions for cash flow visibility and more. Listen in to find out how to position your company for financial success.

24: What is Bank Account Management?

24: What is Bank Account Management?

by Elizabeth Jeffery | Oct 15, 2020 | Coffee Break Sessions, Podcast

What is Bank Account Management? Coffee Break Session Host Alexa Cook catches up with Stephanie Villatoro, Senior Consultant at Strategic Treasurer, to discuss what Bank Account Management (BAM) is. They cover some of the key elements of BAM and how it can vary across the globe.

2018 Treasury Aggregators – FinTech Analyst Report

2018 Treasury Aggregators – FinTech Analyst Report

by Ky Casanova | Oct 25, 2018 | Analyst Reports

This report focuses on the FinTech solutions that provide sophisticated bank connectivity, payments, security, compliance, and cash management functionality to corporations. It analyses why aggregation technology is so important and evaluates some of the primary benefits of its use.

#4 – FAQs in Treasury – Round #1

#4 – FAQs in Treasury – Round #1

by Elizabeth Jeffery | Jul 25, 2018 | Podcast

For the past several years, Strategic Treasurer has collected hundreds of questions asked by survey respondents and clients regarding a broad range of treasury-related technologies, challenges, and processes. Over time, this feedback has been used to develop a set of “FAQs” in Treasury. This podcast episode will feature Craig Jeffery, Managing Partner of Strategic Treasurer, as he responds to some of the most common questions we have received. Topics covered include PSD2 and its application in the U.S., comparing ERP treasury modules to TMSs, and evaluating the future impact of blockchain on the treasury landscape.

Protect Your Treasury Technology Investment with 6 Proven Techniques

by Craig Jeffery | Sep 14, 2009 | Other

Imagine yourself sitting at your desk, grabbing a sip of coffee and relaxing.You and your colleagues have, after several months, finally finished implementing your shiny, new treasury software package. Whew! Now you can get some work done! The deadlines are still...

About Our Firm

Strategic Treasurer was formed by Craig A. Jeffery in 2004 to provide corporate, educational, and government entities direct access to comprehensive and current assistance with their treasury and financial process needs. His 25+ years of financial and treasury experience as a practitioner and as a consultant have uniquely qualified him to lead the Strategic Treasurer team in helping organizations craft realistic goals and achieve significant benefits quickly.

Practice Areas

  • Global & Domestic Treasury
  • Financial Risk Management
  • Treasury & Risk Technology
  • Working Capital Optimization

Treasury Resources

  • Analyst Reports
  • Webinars
  • Treasury Newsletter
  • Industry Surveys
  • Email Subscription

Discussion Groups

  • Treasury
  • Treasury & Risk Technology
  • Treasury Security
  • Treasury Resiliency
  • Working Capital & SCF
  • Treasury Government
  • Treasury Non-Profit
  • Financial Risk
  • FBAR
  • CTP

Contact Info

525 Westpark Drive, Suite 130
Peachtree City, GA 30269
+1 678.466-2220
info@strategictreasurer.com

  • LinkedIn
  • Twitter
  • YouTube
  • Privacy Policy
  • Terms of Use
  • Media Inquiries
  • Careers
  • Twitter
  • RSS
© 2023 Strategic Treasurer. All rights reserved.