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The Treasury Update Podcast is your source for interesting treasury news, in your car, at the gym, or wherever you decide to tune in! Strategic Treasurer was formed in 2004 to provide corporate, educational, and government entities direct access to comprehensive and current assistance with their treasury and financial technology, control and process efficiency requirements. Strategic Treasurer publishes content via newsletters, white-papers, blogs, videos, e-books, infographics, and analyst ...
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In this episode, Craig Jeffery of Strategic Treasurer and Sourabh Verma of ION Treasury discuss the critical role of geopolitical risk management in treasury. They explore the impact of major geopolitical events like elections, military conflicts, and trade agreements on financial operations and risk exposure. Listen in to learn more. Learn more at…
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Short-Term Investing Series by Federated Hermes - Part 4: Election and Fed Actions: The Interaction of Fiscal and Monetary Policy
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33:32
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In this episode of the Short-Term Investing Series with Federated Hermes on the Treasury Update Podcast, experts from Federated Hermes, Sue Hill, John Mosko and Steve Chiavarone, join Craig Jeffery to discuss the intersection of fiscal and monetary policy amid recent Fed rate cuts and the impending elections. They explore how the Fed’s adjustments …
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Join us as we gear up for AFP 2024 in Nashville! Hear from Jonathan, Craig, and Ky as they share what’s in store for this year’s event. They discuss key takeaways to look for at AFP, including payment growth, fraud prevention, AI, and networking tips for making the most of the event. Get ready to connect, learn, and engage at AFP 2024. We hope to s…
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In this episode, Craig Jeffery explains RAROC — what it stands for, how it's calculated, and why it's important for banks and financial institutions. Listen in to learn more.
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In this episode, Craig Jeffery and Kate Pohl discuss instant payments in Europe, covering the benefits, challenges, and key questions around these rapid transfers. They explore legal adjustments, bulk payments, FX handling, and the future of instant payments.
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In this episode, Craig Jeffery and Jack Rosenberg discuss surety for treasurers, highlighting its difference from insurance and its key use cases. They cover the challenges surety helps solve, its evolution, and why it’s more relevant for treasurers today. The conversation also touches on practical examples and its growing importance in various sec…
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Coffee Break Session #119 - What Are Surety Bonds?
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9:33
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In today’s episode, we’ll hear from Jack Rosenberg of Rosenberg & Parker on surety bonds. What are they, and are they like insurance? Who are the involved parties, and what are the most common use cases? Tune in to find out. Learn more about Rosenberg & Parker at https://suretybond.com/
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In this episode, Craig Jeffery and Royston Da Costa discuss blockchain’s potential for revolutionizing KYC. They cover its benefits, limitations, and how it could enhance transparency. Craig reviews past tech predictions, and Royston shares his outlook on when blockchain might fully deliver on its promise, along with real-world examples.…
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What Can Corporate Treasury Learn from the EBA?
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21:52
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In this episode, Craig Jeffery and Kate Pohl explore the role of the Euro Banking Association (EBA) and what corporate treasury can learn from it. They discuss EBA’s functions and its impact on the banking industry. Kate also shares how corporations in North America can engage with the EBA and benefit from its resources. LINKS: If you're not famili…
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Coffee Break Session #118: What Is a Pentest?
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8:24
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In today’s episode, we’ll hear from Craig Jeffery on pentests. What are they, who performs them, and why are they vital for cyber security? Listen in to learn more.
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Exploring Generative AI, ML, and RPA in Treasury with Royston Da Costa
40:18
40:18
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In this episode, Craig Jeffery and Royston Da Costa discuss how generative AI, machine learning (ML), and robotic process automation (RPA) are transforming treasury functions. They provide real-world examples of current applications, discuss expected trends for the next 2-3 years, and explore emerging technologies like ChatGPT, Microsoft Copilot, a…
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The Future of Payments: Navigating Change Management
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23:18
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In this episode, Craig Jeffery, Managing Partner of Strategic Treasurer, and Susan Nichols, VP, B2B Payments Product and Business Management at Deluxe, explore effective change management for digital payments. They discuss balancing technology upgrades with managing internal and external changes, securing executive buy-in, and integrating digital s…
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Coffee Break Session #117: What Is a Payment Security Assessment?
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8:28
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In today’s episode, we’ll hear from Craig Jeffery about payment security assessments—what they are, who conducts them, and why they are crucial for your business. Listen in to learn more.
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Counterparty Risk & Financial Risk Management: Lack of Formality a Threat to Treasury
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27:37
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In this episode, Craig Jeffery and Paul Galloway discuss the critical but often overlooked issue of counterparty risk in treasury operations. They explore common risk scenarios, why they matter, and how companies manage–or neglect–this risk. Listen in to learn more.
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Exploring the Efficient Frontier: Cash Investment Strategies
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26:25
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In this episode, Craig Jeffery and Paul Galloway discuss the "efficient frontier." They explore risks, rewards, and trade-offs between options like money market funds, ECR, and IDA/ICA. They also talk about liquidity needs and capital access. Listen in to learn more.
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Learning from Financial Fraud Series Episode 13: Constant Fraud Attempts Across Multiple Payment Rails
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12:28
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Welcome to another episode of our Learning from Financial Fraud Series. In this thirteenth episode, Craig Jeffery, Managing Partner at Strategic Treasurer, shares insights into a major fraud case. The organization faced multiple sophisticated attacks across multiple payment channels. Listen in as Craig walks us through the attack method, the loss, …
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Coffee Break Session #116: What Is Automated Financial Reporting?
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12:10
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In today’s episode, we’ll hear from Paul Galloway on automated financial reporting. What tools are used, and how do we ensure accuracy and security? Are there regulations to consider? Listen in to learn more.
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