by Brian Weeks | Oct 5, 2023 | Coffee Break Sessions, Podcast
This week’s coffee break session defines and discusses the certificate of deposit (CD). It covers durations, restrictions, and strategies, as well as other common questions. Listen in as Craig Jeffery walks us through the world of CDs.
by Brian Weeks | Oct 2, 2023 | CTP Credits, Learning from Financial Fraud, Podcast
The criminal playbook is constantly evolving, and in this episode, we ask what exactly “pig butchering” is. Learn how scammers build trust, offer fake investments, and manipulate victims into virtual currency schemes. While this is primarily a tactic that has been used against individuals, this matters to corporate treasurers because these tactics can easily be adapted to corporate fraud. Listen in as Craig Jeffery walks us through the steps criminals are taking and what you can do to spot suspicious activity.
by Brian Weeks | Sep 25, 2023 | Podcast
Technology is changing rapidly. Recently completed research on the topic of treasury technology brought many interesting data points and trends to light. Join Jon Paquette of TIS and Craig Jeffery of Strategic Treasurer as they talk through the implications for treasury.
Their discussion includes technology adoption rates, the growing value of technology investments, and the use of AI and machine learning in treasury.
Download the survey report here: https://strategictreasurer.com/2023-treasury-technology/
by Brian Weeks | Sep 21, 2023 | Coffee Break Sessions, Podcast
In this week’s Coffee Break Session, we unpack modeling and forecasting as a corporate treasurer. Listen in and learn the key differences, explore real-world examples, and see how data can help drive accurate predictions.
by Elizabeth Jeffery | Sep 20, 2023 | Other
2023 Survey Reports Accounts Receivable | Technology | Perspectives | Fraud & Controls Request Reports Modernizing AR Processing This survey, underwritten by Corcentric, looked at various practices and plans for modernizing and automating AR processes. The influence...