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Craig Jeffery
The Treasury Update PodcastEpisodes
Craig Jeffery
The Treasury Update Podcast
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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 delve into cash investing options, discussing bank deposits and money market funds. Explore the latest on
In today’s podcast, Christin Cifaldi, Director of Product Development & Analytics, explains what a demilitarized zone network (DMZ) is and how it secures the perimeter around internal LANs. She also discusses a few key items on access contro
In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Edward Galvin, Head of B2B Commercial Payments Sales at VISA. They discuss the evolving treasury technology landscape, exploring key shifts and strategies for adapta
In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Todd Yoder, EVP and CFO at S&B USA, to discuss treasury’s value-add opportunities and what CFOs want. Starting from an accounting background and progressing to his c
In today’s podcast, Christin Cifaldi, Director of Product Development & Analytics, defines the surface area of attack. We discuss digital and physical attack surfaces within organizations, as well as options for minimizing exposure. Listen in t
Payment processing is no longer just transactional. It's now about weaving payments seamlessly into the customer journey. In today’s podcast, Craig Jeffery, Managing Partner of Strategic Treasurer, and Layne Kight, Sr. Product Manager of Digita
Welcome to another edition of our Learning from Financial Fraud Series. In this segment, we discuss an anonymous payment server breach. Craig Jeffery shares his thoughts on the situation, attack, loss, and lessons learned. Learn more about how
In today’s podcast, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, on credit agreements. What are they? What terms are typically negotiated? What are positive and negative covenants? Listen in to learn
In today's podcast, Craig Jeffery and Christin Cifaldi discuss PCI-DSS 4.0. They cover various aspects of PCI-DSS, including its objectives, principles, and requirements, as well as changes introduced in PCI-DSS 4.0, such as new requirements an
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
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.
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 Pro
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
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
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 cover
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 a
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
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 Sess
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 t
Join us for another installment of the Short-Term Investing Series by Federated Hermes on the Treasury Update Podcast. In this episode, experts from Federated Hermes discuss the nuances of short-term investments, focusing specifically on cash a
Join us in this Treasury Update Podcast episode and learn what SIPC stands for, the types of investments it watches over, and the ones it doesn't. Hear from Craig Jeffery as he shares the perks, limitations, and funding of SIPC.
In today's podcast, Craig Jeffery shares multiple new examples of successful fraud cases, including a story that highlights the importance of two-factor authentication and a real-world example of the importance of immediately training new staff
In this episode of the Treasury Update Podcast, Craig Jeffery discusses bank conversions with April Levin from Superior. They explore the impact on banks and their clients, covering assessment, cost considerations, and managing conversions. The
In this episode of the Treasury Update Podcast, Craig Jeffery shares what FDIC stands for and the types of deposits it insures. Learn about the limitations and benefits of FDIC coverage and the funding mechanisms that sustain FDIC operations.
In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Lee-Ann Perkins to discuss key items for treasurers to improve in the year ahead. Lee-Ann shares her perspective on the economic landscape, the evolving workforce, a
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