
The Treasury Update Podcast
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 reports.
Latest episodes

Jul 7, 2025 • 26min
Leading Practices in Treasury: Strategies for Unforeseen Challenges
In the final episode of the series, Paul Galloway joins host Pushpendra Mehta to unpack strategies for unforeseen challenges. From threat assessments and forecasting to communication and automation, they explore how treasury can enhance resilience and agility in uncertain times. Discover practical steps to ensure liquidity, visibility, and strategic readiness when disruption strikes. Want to dive deeper into Leading Practices in Treasury? Download the ebook or listen to the audiobook here: https://strategictreasurer.com/ebook-leading-practices-in-treasury/?utm_source=STEBKpage Alternatively, you may view the video version here: https://www.youtube.com/watch?v=XJotnXwxIvw

Jun 30, 2025 • 26min
Leading Practices in Treasury: Compliance and Leveraging Networks
In this episode, Paul Galloway joins Pushpendra Mehta to explore compliance and network optimization in treasury. From KYC and BOI filings to payment screening, Paul shares leading practices for managing risk and ensuring uptime. Discover how strategic compliance and robust networks support security, resilience, and competitive advantage. Check out the Leading Practices in Treasury ebook or audiobook here: https://strategictreasurer.com/ebook-leading-practices-in-treasury/?utm_source=STEBKpage Prefer video? Watch the full version here: https://www.youtube.com/watch?v=XJotnXwxIvw

Jun 23, 2025 • 33min
Intelligent Automation: Modernizing Collection Activity with Deluxe
As payment methods diversify and customer expectations increase, the traditional collection and lockbox processing model must evolve. The growing complexity of incoming payments—especially non-conforming mail and unstructured transactions—coupled with the change in expectations, demand smarter, scalable solutions. This situation of complexity and expectations has ushered in a new era of modern collection processing, focused on eliminating manual inefficiencies and using intelligent automation tools to improve accuracy and data quality, driving faster payment processing and improved operational throughput and scalability. Deluxe’s Dave Boyce sits down with Craig Jeffery on the Treasury Update Podcast to talk about the latest capabilities lockbox providers can use to improve their existing processes and meet the growing needs of corporations. In this episode, we’ll discuss some key features of modern collection solution sets: Virtual batching Machine learning-driven recognition Historical learning Intelligent character recognition (ICR) technology

Jun 16, 2025 • 43min
Applying AI in Treasury: Use Cases, Cautions, and What’s Next
In this episode, Craig Jeffery talks with Dave Robertson about how AI is being applied in treasury today. They cover key use cases, from forecasting and credit analysis to policy automation, and explore challenges like hallucinations and data privacy. What should treasurers be doing now to prepare for what's coming? Listen in to learn more. CashPath Advisors

Jun 9, 2025 • 22min
Leading Practices in Treasury: Process Mindset
Paul Galloway, Senior Director of Advisory Services at Strategic Treasurer, shares his insights on optimizing treasury operations. He emphasizes the importance of a process mindset for delivering strategic value and improving efficiency. The discussion covers mastering cash management and its role in supplier relationships, as well as the need for collaboration in enhancing working capital. Galloway also highlights how technology can align with treasury practices to boost organizational performance. This engaging conversation offers actionable strategies for modern treasury operations.

Jun 2, 2025 • 20min
Embedded Banking: The Future of Treasury Integration
Craig Jeffery and Dave Robertson explore embedded banking’s growing role in treasury. From API-driven integration to real-time risk mitigation, they discuss how embedded banking is reshaping processes, roles, and even merger strategy. What does this shift mean for corporates, banks, and the future of treasury? Tune in to find out. CashPath Advisors

May 26, 2025 • 17min
Leading Practices in Treasury: Cash Forecasting
In this episode, Pushpendra Mehta sits down with Paul Galloway to discuss the third topic in the series—Cash Forecasting. Tune in for deeper insights. Want to dive deeper into Leading Practices in Treasury? Download the eBook or listen to the audiobook here Alternatively, you may view the video version here

May 19, 2025 • 34min
Leading Practices in Treasury: Bank Account Management Architecture
In this episode, Paul Galloway explores the three-in-one architecture of bank account management (BAM). He explains how visibility, account structure, and bank services come together to reduce risk, improve cash positioning, and support fraud prevention. How can an optimized BAM framework strengthen liquidity and enhance security? Find out in this practical treasury discussion.

May 12, 2025 • 17min
Learning from Literature: Adaptability and Change
In this Learning from Literature episode, Craig Jeffery explores ancient wisdom on change from Heraclitus and Socrates. How can treasurers and business leaders embrace change rather than resisting it? From technology shifts to generational mindsets, discover how focusing on building the new fosters adaptability, resilience, and forward momentum in a dynamic financial world.

May 5, 2025 • 19min
Leading Practices in Treasury: Bank Relationship Management
In this episode, Paul Galloway discusses the importance of strong bank relationships for treasurers. From credit and capital access to strategic advisory services, he explores how share-of-wallet, communication, and scorecards can help companies align with the right banking partners. Why does relationship strength matter, and how can it impact growth initiatives? Tune in to find out. Download or listen to the eBook here