#288 – Why Does Social Engineering Work So Well?

#288 – Why Does Social Engineering Work So Well?

In today’s podcast, Craig Jeffery shares multiple new examples of successful fraud cases, including a story that highlights the importance of two-factor authentication and a real-world example of the importance of immediately training new staff on security. He also touches on the recent improvements to and effectiveness of voice deepfakes. Listen in and stay informed on social engineering advancements.

Webinar: Treasury Aggregators | February 8

Webinar: Treasury Aggregators | February 8

Many treasury departments cope with high levels of complexity surrounding their bank data and payments. As companies grow, this complexity can quickly become too difficult to manage with portals and manual processes. This webinar will discuss how treasury aggregators (TA) address complexity by automating time-consuming tasks and supporting efficient and controlled operations. Additional topics will include the role of a treasury aggregator within the larger treasury technology landscape, factors affecting the future of treasury aggregators, and leading practices for successfully implementing a TA.

#287 – Bank Conversions: A Playbook for Success with Superior

#287 – Bank Conversions: A Playbook for Success with Superior

In this episode of the Treasury Update Podcast, Craig Jeffery discusses bank conversions with April Levin from Superior. They explore the impact on banks and their clients, covering assessment, cost considerations, and managing conversions. The conversation includes leading practices and crucial questions for commercial clients.

Webinar: Ready or Not: Your Clients’ Payments Are At Risk | January 31

Webinar: Ready or Not: Your Clients’ Payments Are At Risk | January 31

Maintaining adequate cash flow and protecting those flows from catastrophic risk are two thoughts that are constantly on the minds of treasury and finance professionals. While there are myriad risks in the world of cash management, an increasingly frequent and costly threat is that of payment fraud.
If banks aren’t providing the tools, services, and information around payments that their clients need, treasury and finance professionals will look elsewhere for them. This webinar will show how to win back mindshare and strengthen your position as a trusted advisor with your clients by speaking to them regularly and authoritatively about payment security.
• Get the truth about the growing threat for corporate cash managers.
• Learn the 3-step prescription to securing your payment processes.
• Learn how to talk to your clients about the latest threats and protection strategies around payment security.
• Gain access to resources and opportunities to strengthen your place as a trusted advisor in the minds of your clients.

#286 – How to Be a Successful Treasurer in 2024 – 2024 Outlook Series with Lee-Ann Perkins

#286 – How to Be a Successful Treasurer in 2024 – 2024 Outlook Series with Lee-Ann Perkins

In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Lee-Ann Perkins to discuss key items for treasurers to improve in the year ahead. Lee-Ann shares her perspective on the economic landscape, the evolving workforce, and banks’ changing agendas. Topics covered range from fraud prevention to ESG, digital currency, and AI/ML.

The 2024 Outlook Series features interviews with treasury experts about their expectations, projections, and insights for the year ahead.