What the Best Treasury Organizations Do Exceptionally Well

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.

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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

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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.

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