Episodes

  • AI Transitions: The Corporate View (Transform Labs)
    Jun 29 2026

    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 mins
  • Turning Fragmented Payment Data into Actionable Treasury Intelligence (Deluxe)
    Jun 22 2026

    In this episode, Craig Jeffery speaks with Nathan Dixon of Deluxe about how treasury and accounts receivable teams can transform fragmented payment data into actionable intelligence. They contrast traditional process-focused approaches with data-centric approaches, exploring how AI and advanced analytics can improve cash application, reduce exceptions, identify payer risk, accelerate forecasting, and uncover trends that would otherwise remain hidden.

    The discussion examines the role of APIs, AI agents, data normalization, natural language interfaces, and machine learning in modern receivables operations. Nathan explains how organizations can move from reactive exception management to proactive decision-making by leveraging clean, centralized data and AI-driven insights. They also discuss data security, model governance, synthetic data, and practical ways treasury and finance professionals can begin experimenting with AI tools today.

    Company Websites:
    Strategic Treasurer: https://strategictreasurer.com
    Deluxe: https://www.deluxe.com

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    29 mins
  • Liquidity Stress Testing: Preparing Treasury for Shock Events
    Jun 15 2026

    In this episode, Paul Galloway of Strategic Treasurer discusses liquidity stress testing and how treasury teams can prepare for market shocks and operational disruptions. The conversation explores sensitivity testing, scenario analysis, supply chain vulnerabilities, funding risks, counterparty exposure, and contingency planning. They also examine the differences between corporate liquidity stress testing and regulatory bank stress testing, while emphasizing the importance of escalation paths, liquidity buffers, contingent capital facilities, and embedding stress testing into ongoing treasury planning processes.

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

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    40 mins
  • The Hidden Costs of Complexity in Treasury Operations
    Jun 8 2026

    In this episode, Paul Galloway speaks with Craig Jeffery of Strategic Treasurer about operational complexity in treasury and the hidden costs it creates over time. They discuss how growth, acquisitions, new payment rails, evolving regulations, and fragmented systems contribute to increasing complexity across treasury operations. The conversation explores the impact of manual processes, defects, inefficient workflows, data fragmentation, and poor process design, while emphasizing the importance of end-to-end visibility, standardization, automation, and scalable controls to improve efficiency and reduce operational risk.

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

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    14 mins
  • Architecting Modern Payment Security
    Jun 1 2026

    In this episode, Craig Jeffery and Christin Cifaldi of Strategic Treasurer discuss the technology component of modern payment security and the ideas covered in Strategic Treasurer's recent Payment Security Report. They explore how fraud threats are evolving through AI-enabled attacks, deepfakes, increasingly sophisticated criminal organizations, and efforts to bypass security controls. The conversation examines common gaps in payment security programs, including insufficient training, incomplete payment flow visibility, and weak verification processes.

    The discussion also covers faster payments, real-time settlement, layered security architectures, anomaly detection, multifactor authentication, passkeys, payee validation, banking security services, and the growing importance of treasury acting as the "superintendent of payments." They conclude with practical recommendations for strengthening payment security through staff training, process mapping, continuous monitoring, and collaboration across treasury, finance, IT, and cybersecurity teams.

    Links Mentioned:
    Payment Security Report: https://strategictreasurer.com/payment-security-report/
    Webinar Registration: https://strategictreasurer.com/webinars

    Company Websites:

    Bottomline: https://www.bottomline.com/us
    Eftsure: https://www.eftsure.com
    NSKnox: https://nsknox.net/
    Serrala: https://www.serrala.com/
    Trustmi: https://trustmi.ai/
    VendorInfo: https://vendorinfo.com/

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    35 mins
  • Treasury and AI Governance: Who Owns the Risk?
    May 25 2026

    In this episode, Paul Galloway speaks with Craig Jeffery of Strategic Treasurer about AI governance, operational risk, and the growing role of artificial intelligence in treasury. They discuss how organizations should approach AI adoption thoughtfully, balancing efficiency gains with oversight, accountability, and data quality. The conversation explores governance frameworks, human-in-the-loop controls, explainability, anomaly detection, vendor risk, and why treasury teams must understand both the opportunities and risks associated with AI-driven tools and automation.

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

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    25 mins
  • Real-Time Treasury: What Changes When Everything Is Instant?
    May 18 2026

    In this episode, Craig Jeffery speaks with Paul Galloway of Strategic Treasurer about the shift toward real-time treasury and instant payments. They discuss RTP, FedNow, faster payment execution, improved visibility, and the operational changes treasury teams must consider as payment speed increases. The conversation also covers fraud risk, payment finality, approval workflows, transaction limits, alerts, and why stronger front-end controls are critical as organizations move toward more immediate payment environments.

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    21 mins
  • Cybercrime Prevention: The Where and Why of Scams (Eftsure)
    May 11 2026

    In this episode, Craig Jeffery speaks with Niek Dekker of Eftsure about the global rise of cybercrime and what is driving modern scams. They discuss how macroeconomic instability, geopolitical unrest, and new technologies like AI are accelerating fraud activity while lowering the barrier to entry for cybercriminals. The conversation explores where scams originate, how criminal networks are evolving, and why treasury and finance teams are increasingly targeted.

    They also break down practical prevention strategies, including the importance of executive ownership, layered defenses, and aligning cybersecurity with financial controls. The discussion emphasizes that organizations must move beyond passive awareness to actively testing and strengthening their defenses against increasingly sophisticated threats.

    Company Website:
    Eftsure: https://www.eftsure.com

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    32 mins