Coffee Break Session #128: What Is Pricing Optimization?

In this episode, Paul Galloway discusses the importance of strong bank relationships for treasurers. From credit and capital access to strategic advisory services, he explores how share-of-wallet, communication, and scorecards can help companies align with the right banking partners. Why does relationship strength matter, and how can it impact growth initiatives? Tune in to find out. Download or listen to the eBook here

In this episode of the Learning from Literature series, Craig Jeffery reflects on wisdom from Socrates and Plato, exploring the power of humility, openness, and restraint. What do these ancient insights reveal about effective treasury leadership and communication today? Listen in to uncover how thoughtful silence and curiosity can elevate your professional impact.

In this episode, Pushpendra Mehta sits down with Craig Jeffery to explore how treasurers can prepare for tariff-induced risks and uncertainties. Listen in to learn more. For further research, visit the following links: https://strategictreasurer.com/2025-tariffs-and-treasury-survey/ https://strategictreasurer.com/category/resources/webinars-resources/replays/ https://ctmfile.com/story/2025-tariffs-and-treasury-measuring-the-impact-and-navigating-uncertainties https://ctmfile.com/story/five-steps-to-help-cfos-and-treasurers-mitigate-the-impact-of-new-or-higher-tariffs    

In this episode, Craig Jeffery and Paul Galloway from Strategic Treasurer dive into the evolving treasury ecosystem, exploring niche fintechs, emerging technologies, and the growing importance of integration and networks. Discover how treasury ecosystem providers are addressing security, complexity, and operational gaps—and what this means for treasury’s future.

Craig Jeffery and Leo Gil explore how tariffs impact treasury, sharing insights from a flash survey. They discuss financial risks, corporate responses, and the role of automation in navigating uncertainty. Listen in to learn more.  Find the survey report here: https://strategictreasurer.com/2025-tariffs-and-treasury-survey/  

In today’s podcast, Craig Jeffery speaks with Rick Scholz from Deluxe to explore how strategic partnerships are being formed to overcome resource constraints. They discuss the role of embedded banking, the growing reliance on external parties for advisory support, and the increasing demand for faster implementation and revenue generation. Listen in to learn more.

In this episode, Craig Jeffery interviews Tram Anh Nguyen, co-founder of CFTE, on how AI and generative AI are reshaping finance jobs. They discuss CFTE’s work with ACT on the "Generative AI for Treasurers" program, key industry insights, and how organizations can navigate this disruption. Tune in to learn more. https://courses.cfte.education/aification/

In today’s episode, we’ll hear from Craig Jeffery on monetary policy. What is it, and what is its purpose? How does it impact the economy, finance, and treasury? Listen in to learn about common tools, how central banks manage the money supply, and the role of interest rates in economic stability.

In today’s podcast, Craig Jeffery talks with Steve Gaida, Product Manager at Deluxe, to discuss key findings from the recent AP Automation Readiness Survey. Highlighted results include the correlation between company size and fraud impact, barriers to automation, and top pain points such as manual processes and fraud. They also cover managing new payment rails, security measures, and updating vendor payment information. For more details, visit the survey report here.        

In this episode, Craig Jeffery shares insights from his experience with driverless cars and connects it to the use of AI/ML in treasury. He highlights three key essentials for implementing AI/ML tools in financial decision-making. How can these new technologies boost efficiency, accuracy, and decision-making in treasury operations, and why is it crucial to understand and guide these tools? Listen in to learn more.