#407 – Collection Modernization for Treasurers and AR Teams (Deluxe)
In this episode, Craig Jeffery speaks with Dave Boyce of Deluxe about modernizing collections and lockbox processes.
In this episode, Craig Jeffery speaks with Dave Boyce of Deluxe about modernizing collections and lockbox processes.
Criminals increasingly target those with the ability to move money, making payment-capable employees a critical point of risk. They do this by leveraging automation, artificial intelligence, and innovative approaches. Losses keep climbing. Accordingly, training must go beyond general cybersecurity awareness and address the specific tactics used in payment fraud.
While many organizations provide baseline training, it rarely reflects the evolving nature of the threats. As attacks become more sophisticated, targeted, convincing, and frequent, strengthening the “human firewall” within payment processes is essential. Organizations must enhance how they prepare, test, and support employees involved in payment processes. This session will examine why payment-specific training matters and highlight some practical approaches to better protect your organization from increasingly targeted attacks.
In this episode, Paul Galloway of Strategic Treasurer explains the distinctions and connections between cash forecasting, budgeting, and corporate planning.
This session will examine how fintechs are using modern connectivity platforms to help treasury teams navigate change and take advantage of new connectivity models. The discussion will show how evolving technologies, standards, and formats support more efficient data exchange, improved transparency, and better alignment between banks and corporate systems.
In this episode, Craig Jeffery speaks with David Pierce of FinSavvy about how treasury teams should understand and manage foreign exchange exposure.