Treasury Leaders' Decision Framework: Prioritizing What Matters

In this episode, Paul Galloway and Craig Jeffery discuss how treasury leaders can make better decisions when resources, time, and management attention are limited. They examine how to prioritize competing initiatives, balance short-term wins with long-term strategy, avoid reacting only to urgent issues, and evaluate investments in the broader context of the organization. The discussion also covers resource constraints, root-cause thinking, cross-functional input, and the importance of regularly reviewing people, processes, technology, data, and structure.

Behavioral Finance Meets Treasury: How Bias Shapes Financial Decisions (2025)

Architecting a Leading Treasury Group with Ron Chakravarti (2024)

Becoming a Treasurer: Part 6 – Securing the Resources You Need (2019)

Timestamps:
00:00 Introduction
01:32 Why prioritization is difficult
05:15 Evaluating major investments
06:51 Short-term wins vs. long-term goals
10:47 Common decision-making mistakes
12:57 Building a strong decision framework
16:38 Final thoughts
16:45 Outro

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