by Brian Weeks | Oct 9, 2023 | Replays, Webinars
Complexity caused by additional payment times is adding to historical pain points found in accounts receivable (AR). Poor processes and outdated technology impact every part of AR and create a negative echo effect on liquidity, scalability, efficiency and staff. This session will explain why the challenges have increased and examine ways that companies’ AR and treasury groups are revolutionizing cash application to great effect. The use of technology such as AI/ML, bots, and integration of data and processes are all changing AR. The theory will be supported by several select case studies to bring the concepts to the practical level.
by Brian Weeks | Oct 9, 2023 | Podcast
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!
by Brian Weeks | Oct 5, 2023 | Coffee Break Sessions, Podcast
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.
by Brian Weeks | Oct 2, 2023 | CTP Credits, Learning from Financial Fraud, Podcast
The criminal playbook is constantly evolving, and in this episode, we ask what exactly “pig butchering” is. Learn how scammers build trust, offer fake investments, and manipulate victims into virtual currency schemes. While this is primarily a tactic that has been used against individuals, this matters to corporate treasurers because these tactics can easily be adapted to corporate fraud. Listen in as Craig Jeffery walks us through the steps criminals are taking and what you can do to spot suspicious activity.
by Brian Weeks | Sep 25, 2023 | Podcast
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/