The Treasury Update 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/

In this week's Coffee Break Session, we unpack modeling and forecasting as a corporate treasurer. Listen in and learn the key differences, explore real-world examples, and see how data can help drive accurate predictions.

Welcome to another edition of our Learning from Financial Fraud Series. In this segment, we delve into the notorious Bernie Madoff Ponzi Scheme. Join us as we unravel the intricate layers of this scandal, where Bernie Madoff, a once-respected financier, orchestrated an elaborate scheme that entrapped countless investors.

Learn more about staff augmentation at: https://securetreasury.com/

In today's episode, Craig and Kate discuss the true meaning of "real-time" in finance, its impact on consumers and businesses, and its future implications. They also discuss value and shed some light on fraud protection and innovative strategies.

Speakers:

• Craig Jeffery, Strategic Treasurer
• Kate Pohl, Strategic Treasurer

Join us for a quick coffee break as we discuss data extraction in treasury operations. In this episode, we'll explore how AI is reshaping the process, tackle common challenges, highlight AI-driven innovations, share success stories, and address trust and reliability concerns.

Have you been staying up to date on how artificial intelligence is transforming the landscape of treasury operations? Join us in today's discussion as we explore AI's current and future impacts with Royston DaCosta, Assistant Treasurer of Ferguson PLC, and gain insights into technology's evolving role in shaping the finance world.

Speakers:

• Royston DaCosta, Ferguson PLC
• Craig Jeffery, Strategic Treasurer

Have you ever wondered how different non-profit organizations manage their finances and navigate challenges? Join us as Craig Jeffery shares the mic with long-time friends Kevin Peak and Stephanie Villatoro to discuss shared challenges and unique approaches in areas such as cash management, borrowing and investments, governance decisions, staffing, and funding the mission.

Speakers:

• Kevin Peak, Truist
• Stephanie Villatoro, International Justice Mission
• Craig Jeffery, Strategic Treasurer

Welcome to the next installment of the Learning from Financial Fraud Series. Join us as we dissect the infamous Enron Accounting Scandal. In this episode, Jonathan and Craig Jeffery from Strategic Treasurer discuss how Enron, a prominent American energy company, used deceptive accounting practices to conceal losses and inflate profits.

Learn more about how you can safeguard your company here: https://securetreasury.com/

In this episode, Craig Jeffery shares how generative AI can enhance data analysis and decision-making in treasury operations. Is using generative AI considered "cheating"? Is it safe? Can generative AI really help you make accurate decisions? Listen in to learn more.

In this episode, Craig Jeffery and Layne Kight discuss the definition and significance of closed loop payments, such as RTP. They discuss their processes and challenges, as well as strategies for efficiently managing diverse payment methods. Listen in to this conversation on the intricate layers of the world of payments.

Speakers: Craig Jeffery of Strategic Treasurer Layne Kight of Deluxe