In this episode, Craig Jeffery and Paul Galloway discuss what separates high-performing treasury organizations from the rest. They explore the importance of strong fundamentals, continuous improvement, people development, cross-training, standardized processes, proactive risk management, and technology that supports better decision-making. The discussion also offers practical steps treasury teams can take to reduce manual work and build capabilities over time.
2026 Treasury Technology Analyst Report
Treasury Assessments: What to Review and How Often (2026)
Treasury Aggregators: Simplifying Complexity with Connectivity (2026)
TMS and TRMS: Choosing the Right Treasury System in 2026 (2026)
Timestamps:
00:00 Introduction
01:18 What separates high-performing treasury teams
02:24 Governance, policies, and controls
03:34 Building a continuous improvement mindset
05:12 Investing in people and culture
07:40 Collaboration and cross-training
09:40 Standardized processes and cash visibility
12:23 Proactive risk management
12:59 How leading teams use technology
15:20 Where treasury teams should start
18:01 Final thoughts
18:24 Outro
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
ABOUT STRATEGIC TREASURER
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Strategic Treasurer is recognized as a top tier consulting firm in the area of treasury and risk management. Corporate clients, banks, and technology vendors all rely on their industry leading advisory services that are backed by a deep awareness of current needs, practices, and budgeting priorities of treasury professionals through Strategic Treasurer's annual industry surveys and decades of treasury experience. Strategic Treasurer utilizes a senior consultant model where every project is managed by senior consultants with actual practitioner experience in corporate and/or banking roles.
Download The Strategic Treasurer: A Partnership for Corporate Growth by Craig A. Jeffery in Kindle, or hardcover.
As an Amazon Associate, we earn from qualifying purchases.
Visit us today at StrategicTreasurer.com.
Or join in the discussion at one of our leading LinkedIn groups.