How to Identify Gaps in Your Treasury Operations: Assessments 101
The Treasury Update Podcast · Craig Jeffery
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Show Notes
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.
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?