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.
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In today’s episode of the Treasury Update Podcast, Lee Patton and Craig Jeffery discuss various strategies for managing FBAR compliance. They explore the process, challenges, and solutions, from understanding the background and significance of FBAR to exploring options for managing the process.
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As additional threats continue to pop up, payment messaging platforms routinely increase their security requirements. Today’s podcast host, Craig Jeffery, Managing Partner at Strategic Treasurer, sits down with Christin Cifaldi, Director of Product Development & Analytics at Strategic Treasurer, to discuss the standards and requirements for Swift's Customer Security Programme (CSP). They discuss who is impacted, requirements, deadlines, and leading practices for security, as well as the 3 objectives and 7 principles of the CSP.
Download the 2024 Customer Security Controls Framework (CSCF)
A few years ago, a company had been solely banking with Silicon Valley Bank. However, due to their success and international expansion, they found themselves needing to implement bank diversification. This move helped them avoid major problems that their competitors faced in early 2023. In today’s podcast, we discuss the identification and management of different risks your organization will face. Craig Jeffery, Managing Partner of Strategic Treasurer, walks us through several risk management successes and failures, as well as the basic principles of risk management found in the Guide to Excellence in Treasury. Listen in to learn more.
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Listen to the audiobook here.
Effective communication plays a crucial role in all treasury functions, and failing to prioritize the development of communication skills can hinder growth across the board. In today’s discussion, we’ll hear from Craig Jeffery, Managing Partner of Strategic Treasurer, on just one of the topics covered in the Guide to Excellence in Treasury: effective communication. He talks through action items, a real-world example from his past, and how communication will change with the implementation of generative AI. Listen in to learn more.
Download the ebook here.
Listen to the audiobook here.
The book Craig refers to at 18:16 is titled Think Again: The Power of Knowing What You Don't Know by Adam Grant.
In our final episode covering FDIC and SIPC, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, on the thought process behind optimizing your portfolio when you've reached the limits of FDIC and SIPC coverage.
Interested in learning more about insured deposit accounts? Listen to The Treasury Update Podcast episode 186: Insured Deposit Accounts: Interest Rate Changes and Security
Listen to the rest of this mini-series:
Coffee Break Session #101: What Is FDIC Insurance?
Coffee Break Session #102: What Is SIPC Insurance?
Coffee Break Session #103: What’s the Difference between FDIC and SIPC?
Are weak third parties affecting the safety of your organization? In today’s podcast, Host Craig Jeffery talks with Craig Callé, CEO of Source Callé, about navigating third-party risk with real-world examples. The dialogue covers requirements and inefficiency, as well as the vision for the next ten years.
In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Mike Richards to review and predict changes in the treasury recruiting space. Topics of discussion include job shifts post-COVID, recruiting with job boards, and the creation of your own AI bots.
The 2024 Outlook Series features interviews with treasury experts about their expectations, projections, and insights for the year ahead. Find more 2024 Outlook Series episodes here.
In today’s podcast episode, we discuss the distinctions between FDIC and SIPC. This discussion covers why FDIC and SIPC were created, the nuanced differences, and whether enrollment is required for their protection.
Listen to:
Coffee Break Session #101: What Is FDIC Insurance? https://strategictreasurer.com/101-what-is-fdic-insurance
Coffee Break Session #102: What Is SIPC Insurance? https://strategictreasurer.com/102-what-is-sipc-insurance
In today’s episode, Jeff Weaver and host Craig Jeffery discuss key findings from the Liquidity Risk Survey. They discuss impacts of Fed rate increases, the regional bank crisis, and movements in deposits and money funds.
Download your copy of the Liquidity Risk Survey Report here: https://strategictreasurer.com/2023-liquidity-risk-survey/
Learn more about Allspring: https://www.allspringglobal.com/
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In today’s podcast, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer on what Capital Management is, why the structure matters, and optimization. Listen in to learn more.