The Treasury Update Podcast

The movement of functionality and services to the cloud has been underway for over a decade. It began with sales management and has extended to every area of the corporate world. This has created an opportunity for better services to become available to more companies. At the same time, the challenges that are raised need to be addressed. These include issues of data protection in all domains and understanding that security must extend beyond the internal data center. Development of new services and functions create change which must be managed. As we are deep into the second chapter of the cloud, how do we adapt properly? If PII and other secure data is outside the organization, how do IT and treasury ensure this asset is protected at all times and in all locations? If the promise of the cloud is the democratization of technology, what is the danger of shadow-IT (nearly everyone adding applications or services to the company platform without any vetting)? What needs to be done? Craig Jeffery, the Managing Partner of Strategic Treasurer discusses these topics with Craig Callé, founder of the security firm SourceCallé and a former CFO of Amazon Digital Services and other companies.

Setting your target as compliance with a security standard like PCI-DSS or SWIFT-CSP means you are accepting an older standard as your minimum. In this podcast, Craig Jeffery interviews Mark Cuneo a card security expert from CardConnect, a First Data Company to explore why that target is a problem and what the proper security viewpoint should be.

This podcast introduces the fundamentals of Tax Equity Investing for corporations with a focus on tax credits. Tax equity investing aligns the interest of state and federal government (housing, energy, economic growth) and business (support for ESG and increased economic value). In this session, Craig Jeffery the managing partner of Strategic Treasurer interviews George Strobel the head of Monarch Private Capital to explore the motivations of government and corporate participants and mechanics of tax equity investments.

Listen to some answers to some of the most frequently asked treasury questions. These are submitted by various treasury and finance professionals. Topics include: forecasting & PSD2 impacts.

Isaac Zaubi and Craig Jeffery discuss the 2018 Treasury Fraud and Controls survey results. This session reviews the 3rd annual instance. Seeing trends, changes, response and intent to spend on controls and combating fraud.

Crime pays better now than before since criminals find more ways to steal and wreak havoc. Treasury and IT must be prepared to confront the massive and growing threat. Hear what the criminals are doing and what your organization must do to change the calculus. Don't forget to subscribe to the show!