Episodes

  • Coffee Break Session #119 - What Are Surety Bonds?
    Oct 3 2024

    In today’s episode, we’ll hear from Jack Rosenberg of Rosenberg & Parker on surety bonds. What are they, and are they like insurance? Who are the involved parties, and what are the most common use cases? Tune in to find out.

    Learn more about Rosenberg & Parker at https://suretybond.com/

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    10 mins
  • Blockchain - The Great Hope for KYC
    Sep 30 2024

    In this episode, Craig Jeffery and Royston Da Costa discuss blockchain’s potential for revolutionizing KYC. They cover its benefits, limitations, and how it could enhance transparency. Craig reviews past tech predictions, and Royston shares his outlook on when blockchain might fully deliver on its promise, along with real-world examples.

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    37 mins
  • What Can Corporate Treasury Learn from the EBA?
    Sep 23 2024
    In this episode, Craig Jeffery and Kate Pohl explore the role of the Euro Banking Association (EBA) and what corporate treasury can learn from it. They discuss EBA’s functions and its impact on the banking industry. Kate also shares how corporations in North America can engage with the EBA and benefit from its resources. LINKS: If you are not familiar with EBA or the Open Forum on Digital Transformtation please have a look at the following links! EBA - https://www.abe-eba.eu/about-eba/eba-at-a-glance/ EBA Membership - https://www.abe-eba.eu/about-eba/eba-members/ The Open Forum - https://www.abe-eba.eu/thought-leadership-innovation/eba-open-forum-on-digital-transformation/ The next Open Forum meeting "Everything, everywhere, all at once - Embracing Digital Transformation in Banking in 2025!" is scheduled for Wednesday, 4 December 2024. Download the agenda and register here.
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    22 mins
  • Coffee Break Session #118: What Is a Pentest?
    Sep 19 2024

    In today’s episode, we’ll hear from Craig Jeffery on pentests. What are they, who performs them, and why are they vital for cyber security? Listen in to learn more.

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    8 mins
  • Exploring Generative AI, ML, and RPA in Treasury with Royston Da Costa
    Sep 16 2024

    In this episode, Craig Jeffery and Royston Da Costa discuss how generative AI, machine learning (ML), and robotic process automation (RPA) are transforming treasury functions. They provide real-world examples of current applications, discuss expected trends for the next 2-3 years, and explore emerging technologies like ChatGPT, Microsoft Copilot, and augmented reality. Listen in to learn more.

    Link to the course mentioned on Generative AI: https://courses.cfte.education/generative-ai-in-corporate-treasury/?cmp=ACT&utm_source=clickdimensions&utm_medium=email&utm_campaign=ACT_GENAI&_cldee=TZoXnMMdM4PxxwJmKpbXJg0-y6WOfbuKPWXaxwQ3KZAyTQU40DncRzEnC5jvZ2bAK55L17oa9ljmVY_W2llyGg&recipientid=contact-3fd88ef8a405e61180d1000d3ab15408-663d2b9e818e4b7c97a65f4251d3a4fe&utm_source=ClickDimensions&utm_medium=email&utm_campaign=Specialist%20topics&esid=e620f0ed-8242-ef11-a316-6045bdcf62fd
    Link to the EuroFinance Panel Royston will be speaking on with Lee-Ann Perkins on AI, in Copenhagen: https://www.eurofinance.com/international-treasury-event/agenda/?RefID=ad_google_tagpaidmediasearch

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    40 mins
  • The Future of Payments: Navigating Change Management
    Sep 9 2024

    In this episode, Craig Jeffery, Managing Partner of Strategic Treasurer, and Susan Nichols, VP, B2B Payments Product and Business Management at Deluxe, explore effective change management for digital payments. They discuss balancing technology upgrades with managing internal and external changes, securing executive buy-in, and integrating digital solutions smoothly. Listen in to learn more.

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    23 mins
  • Coffee Break Session #117: What Is a Payment Security Assessment?
    Sep 5 2024

    In today’s episode, we’ll hear from Craig Jeffery about payment security assessments—what they are, who conducts them, and why they are crucial for your business. Listen in to learn more.

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    8 mins
  • Counterparty Risk & Financial Risk Management: Lack of Formality a Threat to Treasury
    Sep 2 2024

    In this episode, Craig Jeffery and Paul Galloway discuss the critical but often overlooked issue of counterparty risk in treasury operations. They explore common risk scenarios, why they matter, and how companies manage–or neglect–this risk. Listen in to learn more.

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    28 mins