by Brian Weeks | Jan 8, 2024 | CTP Credits, Podcast
In this episode of the Treasury Update Podcast, Craig Jeffery discusses bank conversions with April Levin from Superior. They explore the impact on banks and their clients, covering assessment, cost considerations, and managing conversions. The conversation includes leading practices and crucial questions for commercial clients.
by Elizabeth Jeffery | Jan 5, 2024 | White Papers
Compliance Fundamentals: FBAR Filing and Treasury Download the White paper FBAR Filing and Treasury In recent years, the US government has markedly intensified its enforcement of FBAR reporting. The primary responsibilities for FBAR filing typically reside with the...
by Brian Weeks | Jan 4, 2024 | Coffee Break Sessions, Podcast
In this episode of the Treasury Update Podcast, Craig Jeffery shares what FDIC stands for and the types of deposits it insures. Learn about the limitations and benefits of FDIC coverage and the funding mechanisms that sustain FDIC operations.
by Brian Weeks | Jan 2, 2024 | Other
The 2024 Outlook series, within The Treasury Update Podcast, features interviews with treasury experts about their expectations, projections, and insights for the year ahead.
by Brian Weeks | Jan 2, 2024 | 2024 Outlook, CTP Credits, Podcast
In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Lee-Ann Perkins to discuss key items for treasurers to improve in the year ahead. Lee-Ann shares her perspective on the economic landscape, the evolving workforce, and banks’ changing agendas. Topics covered range from fraud prevention to ESG, digital currency, and AI/ML.
The 2024 Outlook Series features interviews with treasury experts about their expectations, projections, and insights for the year ahead.