How to Identify Gaps in Your Treasury Operations: Assessments 101 скачать в хорошем качестве

How to Identify Gaps in Your Treasury Operations: Assessments 101

In this episode of the Treasury Update Podcast, Jonathan sits down with Paul Galloway to talk about the role of assessments in treasury and finance. Paul covers the importance of evaluating your systems, people, and processes and discusses how to use the results to make better decisions. If you have more questions or need guidance on assessments, feel free to contact us: lee.patton@strategictreasurer.com Download The Strategic Treasurer: A Partnership for Corporate Growth by Craig A. Jeffery in Kindle, or hardcover: https://amzn.to/3Er4gWh 0:00 intro 0:18 Types of assessments 12:05 Importance of assessments 17:29 Best times to implement 21:44 Practical implementation 26:19 Key action items 28:57 Have questions? Strategic Treasurer is a specialized treasury consulting firm founded in 2004 that exists to elevate and enhance the practice of treasury by advising individual clients and informing the industry at large. Strategic Treasurer's consulting arm provides outsourced treasury management services, bank connectivity and onboarding, compliance support, as well as, security and control assessments. Their market intelligence division focuses on informing the industry through various e-books, whitepapers, videos, analyst reports, surveys and more. https://strategictreasurer.com