In this episode, Craig Jeffery and Royston Da Costa discuss how generative AI, machine learning (ML), and robotic process automation (RPA) are transforming treasury functions. They provide real-world examples of current applications, discuss expected trends for the next 2-3 years, and explore emerging technologies like ChatGPT, Microsoft Copilot, and augmented reality. Listen in to learn more.
In this episode, Craig Jeffery, Managing Partner of Strategic Treasurer, and Susan Nichols, VP, Payments Product and Business Management at Deluxe, explore effective change management for digital payments. They discuss balancing technology upgrades with managing internal and external changes, securing executive buy-in, and integrating digital solutions smoothly. Listen in to learn more.
In this episode, Craig Jeffery and Paul Galloway discuss the critical but often overlooked issue of counterparty risk in treasury operations. They explore common risk scenarios, why they matter, and how companies manage–or neglect–this risk. Listen in to learn more.
In this episode, Craig Jeffery and Paul Galloway discuss the “efficient frontier.” They explore risks, rewards, and trade-offs between options like money market funds, ECR, and IDA/ICA. They also talk about liquidity needs and capital access. Listen in to learn more.
Welcome to another episode of our Learning from Financial Fraud Series. In this thirteenth episode, Craig Jeffery, Managing Partner at Strategic Treasurer, shares insights into a major fraud case targeting a global non-profit. The organization faced multiple sophisticated attacks across multiple payment channels. Listen in as Craig walks us through the attack method, the loss, and the key takeaways.