#136 – TMS Toolkit Series – Implementation: Pitfalls to Avoid

#136 – TMS Toolkit Series – Implementation: Pitfalls to Avoid

Host Craig Jeffery joins Mathilde Sanson, Chief Customer Officer of GTreasury, to discuss the final eBook of the TMS Toolkit Series, entitled Implementation: Pitfalls to Avoid. They consider this last hurdle organizations face in their journey to a new treasury management system and discuss the best way to ensure success – understanding the most common pitfalls and knowing the strategies to avoid them.

#134 – Becoming a Treasurer, Part 16: The Not-to-Do List and the To-Do List

#134 – Becoming a Treasurer, Part 16: The Not-to-Do List and the To-Do List

On this episode of the Becoming a Treasurer series, Craig Jeffery continues the Learning from Literature sub-series, this week showcasing Robert Frost’s poem “The Road Not Taken.” This illustration covers the opportunistic situations treasurers can take advantage of, as well as intentional directions with a view to career choices and approaches to life and tasks. Listen in on how to make choices that lead you to the road of success.

#133 – Understanding, Measuring, and Managing Risk

#133 – Understanding, Measuring, and Managing Risk

Host Craig Jeffery joins Tony Krabill, Assistant Treasurer at Greif, for a conversation on understanding, measuring, and managing financial risk. This wide-ranging discussion covers the foundational elements of risk, including various types of exposures, organizational approaches, measurement and management methods, and effective hedging concepts.

30: What Is a Lockbox?

30: What Is a Lockbox?

What is a lockbox? Coffee Break Session Host Alexa Cook catches up with Craig Jeffery, Managing Partner at Strategic Treasurer, to discuss what treasurers need to know about lockboxes. They cover what lockboxes are, how they differ in form, and why companies typically use lockboxes. Listen in and learn a little bit about lockboxes.