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04: What is eBAM?

04: What is eBAM?

by Elizabeth Jeffery | Dec 18, 2019 | Coffee Break Sessions, Podcast

Special Host Alexa Cook catches up with Craig Jeffery, Managing Partner of Strategic Treasurer to discuss electronic bank account management.

#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.

Key Takeaways: 2017 Compliance Survey

Key Takeaways: 2017 Compliance Survey

by Craig Jeffery | Feb 19, 2018 | Article

The 2017 Compliance Survey found that compliance continues to be a mixed bag for treasurers. However, many are still behind on preparations for many important compliance regulations.

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.

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