The Treasury Update Podcast

Strategic Treasurer
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Nov 4, 2021 • 7min

Coffee Break Session #49: What Is Unclaimed Property?

What is unclaimed property? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer's Managing Partner Craig Jeffery to discuss what unclaimed property is, what escheating it means, and how both of these are used. Listen and learn a little bit about this treasury topic.
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Nov 1, 2021 • 35min

Why the Beginning Matters for Working Capital Optimization (Coupa)

On this podcast episode, Host Craig Jeffery sits down with J.R. Robertson, Vice President of Coupa Pay at Coupa, to discuss why the beginning matters for working capital optimization. They cover and take a comprehensive look into the history of working capital management, the pain points and drivers for suppliers, the next evolution of financing and more. Download the Coupa eBook, Rethinking Working Capital Management and Payments, here.
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Oct 25, 2021 • 31min

Modernizing AR Processing Survey Results (Deluxe)

On this episode of the podcast, Host Craig Jeffery joins Rick Scholz, Managing Director of Payments Advisory Services at Deluxe Corporation, to discuss practices and plans for modernizing and automating accounts receivable processing. They examine the influence of recent disruptions, the calibration of various pain points that drive change, and other motivators. Listen for strategies that can help position your company for success. Download the 2021 Modernizing AR Processing report here: http://ow.ly/B32750GxvCB
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Oct 21, 2021 • 5min

Coffee Break Session #48: What is Petty Cash?

What is petty cash? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer's Managing Partner, Craig Jeffery, to discuss what petty cash is and how it is used. Listen in and learn a little bit about petty cash.
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Oct 18, 2021 • 37min

Why Real-Time Cash Visibility Matters (Trovata)

On this episode of the Treasury Update Podcast, Host Craig Jeffery sits down with Brett Turner, CEO and Founder of Trovata, to discuss why real-time cash visibility matters. They explore Brett's career journey in the start-up world, the concept of real-time, steps to achieving true cash visibility and ways to overcome key impediments. Listen in to find out how to access valuable cash insights to position your company for success.
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Oct 11, 2021 • 26min

Payment Fraud: Stacking Your Defensive Line (TIS)

Host Craig Jeffery catches up with Jon Paquette, Senior Financial Solutions Expert at Treasury Intelligence Solutions (TIS), to discuss the concept of stacking your defensive line against payment fraud. They dive into a discussion on the importance of payment security, protection layers, points of intrusion, mitigation strategies and more. Listen in to find out how to better protect your organization against payment fraud.
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Oct 7, 2021 • 7min

Coffee Break Session #47: What is an API?

What is an API? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer's Managing Partner, Craig Jeffery to discuss APIs. They discuss what they are, how they have evolved, and how they can be used in Treasury. Listen and learn a little bit about API's.
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Oct 4, 2021 • 37min

Treasury Mentors & Soft Skills

On this episode of the Treasury Update Podcast, Host Craig Jeffery speaks with Lee-Ann Perkins, Assistant Treasurer of The Passionate Treasurer, on the importance of treasury mentors and soft skills. They share meaningful insights on the necessary elements of mentoring, finding a trusted advisor, becoming a lifelong learner and paying it forward. Tune in to learn how to position yourself and others for career success.
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Sep 27, 2021 • 41min

Payment Fraud: Rules for Security (Coupa)

Host Craig Jeffery joins Rajiv Ramachandran, Senior Vice President of Product Strategy & Management, and Ahmad Sadeddin, Director of Product Management at Coupa, to discuss concepts featured in their eBook on Payment Fraud: Assessing & Responding to an Escalating Threat. Topics of discussion center around the current situation of payment fraud, the threat levels of various types of fraud, common areas of vulnerability, and rules for compliance. Listen in to learn how to protect yourself and your organization against the rise of payment fraud.
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Sep 20, 2021 • 30min

Why TMS Should Be the Cornerstone of Your Treasury Transformation (GTreasury)

Host Craig Jeffery joins Ashley Pater, Chief Product Officer at GTreasury, to cover questions from their webinar on why a treasury management system (TMS) should be the cornerstone of your treasury transformation. They share valuable insights and examples on how to transition treasury operations to a modern and efficient technology stack, complete with automation and integration that allow organizations to focus on strategic tasks. Listen to find out more.

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