『The Treasury Update Podcast』のカバーアート

The Treasury Update Podcast

The Treasury Update Podcast

著者: Strategic Treasurer
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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.©2026 Strategic Treasurer LLC 政治・政府 経済学
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  • AI Transitions: A Personal View and Levers (Transform Labs)
    2026/07/13

    In this episode, Craig Jeffery speaks with Ryan Frederick of Transform Labs about the personal side of AI transition and what professionals should understand as AI reshapes work. They discuss why companies must treat AI as a core operating capability, not just a faster tool, and how staff can move from task-oriented work toward higher-value contributions involving judgment, relationships, problem-solving, and systems thinking. The conversation emphasizes that professionals should actively learn how to work with AI systems, direct agents, improve workflows, and become agents of change inside their organizations.

    Company Websites:
    Strategic Treasurer: Corporate Treasury Consultants » Strategic Treasurer
    Transform Labs: https://transformlabs.com

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    36 分
  • ACH Rule Changes for 2026: What Treasury Needs to Know
    2026/07/06

    In this episode, Lee Patton speaks with Craig Jeffery of Strategic Treasurer about the 2026 ACH rule changes and what they mean for corporate treasury teams. They discuss the new company ID requirements, expanded risk-based fraud monitoring requirements, and which organizations must comply. Craig explains the importance of ACH fraud risk assessments, written policies and procedures, annual reviews, exception handling, and maintaining documentation that demonstrates compliance.

    The discussion also explores the concept of risk-proportionate controls, practical steps for organizations that have not yet completed compliance efforts, and why treasury should act as the coordinator for ACH payment governance across the organization.

    Links Mentioned:
    ACH Rules Overview: https://www.nacha.org/rules

    Company Websites:
    Strategic Treasurer: https://strategictreasurer.com

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    11 分
  • AI Transitions: The Corporate View (Transform Labs)
    2026/06/29

    In this episode, Craig Jeffery speaks with Ryan Frederick of Transform Labs about how artificial intelligence is reshaping corporate strategy, operating models, and the broader economy. They discuss AI investment, automation, AI operating systems, and why organizations should view AI as a business transformation initiative rather than simply another software tool. The conversation explores how companies can measure AI success through business outcomes, improve customer value, and rethink competitive advantage in an AI-driven economy.

    Ryan also examines AI's impact on jobs, organizational design, and leadership, arguing that companies should focus on redesigning workflows around AI agents instead of simply automating existing processes. The discussion includes practical guidance for executives on AI implementation, governance, use case prioritization, and building an AI operating system that can scale across the enterprise.

    Company Websites:
    Strategic Treasurer: Corporate Treasury Consultants » Strategic Treasurer
    Transform Labs: https://transformlabs.com

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    53 分
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