#272 – Exploring the Current Technology Situation: 2023 Treasury Technology Survey Data

#272 – Exploring the Current Technology Situation: 2023 Treasury Technology Survey Data

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/

#271 – Learning from Financial Fraud Series Episode 6: Unpacking the Bernie Madoff Ponzi Scheme

#271 – Learning from Financial Fraud Series Episode 6: Unpacking the Bernie Madoff Ponzi Scheme

Welcome to another edition of our Learning from Financial Fraud Series. In this segment, we delve into the notorious Bernie Madoff Ponzi Scheme. Join us as we unravel the intricate layers of this scandal, where Bernie Madoff, a once-respected financier, orchestrated an elaborate scheme that entrapped countless investors.

Learn more about staff augmentation at: https://securetreasury.com/

#268 – Navigating Non-Profit Finances: Similarities and Differences (Truist & IJM)

#268 – Navigating Non-Profit Finances: Similarities and Differences (Truist & IJM)

Have you ever wondered how different non-profit organizations manage their finances and navigate challenges? Join us as Craig Jeffery shares the mic with long-time friends Kevin Peak and Stephanie Villatoro to discuss shared challenges and unique approaches in areas such as cash management, borrowing and investments, governance decisions, staffing, and funding the mission.