#276 – Organizational Security Assessments

#276 – Organizational Security Assessments

Are you contributing to the security of your organization? Are you aware of your role? In today’s episode, Craig Jeffery, Managing Partner of Strategic Treasurer, shares insights and explores common testing exercises, the evolving security landscape, and practical recommendations for IT and treasury professionals. He also discusses the concepts of “Red Team” and “Blue Team” in regard to security, and how they play a crucial role in keeping your defenses current.

#275 – Effective Counterparty Risk Management with Chick-fil-A (Chick-fil-A)

#275 – Effective Counterparty Risk Management with Chick-fil-A (Chick-fil-A)

In this episode of the Treasury Update Podcast, we discuss the importance of counterparty risk management. Recent FDIC actions raised concerns in the market, and Steven Peterson from Chick-fil-A is joining us today to outline how they manage and monitor banks using a bank risk dashboard. He discusses the significance of capital ratios and staying informed about banks.

#274 – What’s Happening at AFP 2023? Discussion on Treasury Trends, Fintech Insights, and More

#274 – What’s Happening at AFP 2023? Discussion on Treasury Trends, Fintech Insights, and More

Join us for the latest episode of the Treasury Update Podcast as we gear up for AFP 2023 in San Diego! Hear from our team as Jonathan, Craig, Ky, and Brian share what’s in store for this year’s event. We discuss key takeaways to look for in AFP, including the importance of building relationships and learning from industry experts, as well as specific details on the events, games, reports, and banker’s lunch that we’ll be hosting in California.

Get ready to connect, learn, and engage at AFP 2023. We hope to see you in San Diego!

95: What are CDs?

95: What are CDs?

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.