by Elizabeth Jeffery | Mar 16, 2022 | Other
Bank fees – we love and hate them. What are the issues, and how can we manage them? What do we know, and what do we need to know in order to optimize our relationships and the compensation that we provide to our bank partners? This session is a combination of presented material and small group breakout discussions on topics that matter to any company that has over $30K in annual bank charges through their analysis statement(s).
by Elizabeth Jeffery | Mar 16, 2022 | Webinars
Managing bank fees through active monitoring of your analysis statements is typically on the to-do list but it rarely gets checked off as complete. Perhaps you are putting out a myriad of fires and the idea of getting out a magnifying glass to manually dig into your bank invoices is less than appealing. Is that something your team should even be doing? In this session we will help you understand the practical, operational, and strategic elements of effectively managing bank relationships and handling the mundane and vital process of managing expenses. This session will include a brief case study covering a multi-national corporation’s review of global bank fees and strategic ongoing management of their bank relationships. Corporate practitioner takeaways will include: 1) ways to architect your bank fee management process and 2) benefits of bank fee analysis and benchmarking.
by Elizabeth Jeffery | Mar 14, 2022 | CTP Credits, Podcast
What are the most significant technology changes affecting treasury today? Live from Washington, D.C., at AFP 2021, Craig Jeffery of Strategic Treasurer LLC moderates a panel discussion on the “Future of Treasury Technology.” Joining him are Mitchell Thomas of FinLync, Evan Mahoney of GTreasury, Michael Kolman of ION Treasury, and Jo K Jagadish of TD Bank. If access to data is exploding due to new technologies, how do we make the most of it to reduce repetitive tasks? Listen in to find out more!
by Elizabeth Jeffery | Mar 10, 2022 | Press Release
This week, Strategic Treasurer released the results of a flash survey on the treasury-related impacts of Russia’s brutal attacks on Ukraine. The survey ran the first three days of March, collecting initial perspectives from treasury professionals just over a week after Russia invaded Ukraine on February 24th.
by Elizabeth Jeffery | Mar 10, 2022 | Survey Results, Survey Results Reports
Survey Results Corporate Banking Innovation Strategic Treasurer, Infosys Finacle, and Red Hat are proud to present the findings from the Corporate Banking Innovation survey with data from 100 respondents. This annual study polls treasury and finance professionals in...