Expert Interviews

Podcast: The Role of a Strategic Treasurer

Show Transcript

It’s up to the treasurer to take a strategic approach to financial management in order to protect assets, manage risks, and help an organization achieve its goals.

Quanta Allen, Group Vice President and Director of Practice Development at SunTrust Bank, sat down with Craig Jeffrey, the managing director at Strategic Treasurer LLC to talk about what it means to add strategy to the treasury role.

Learn more about bringing strategy to the treasurer’s role

For more tips, please visit our Foundations and Endowments nonprofit insights page, or contact a SunTrust advisor.

The general information in this podcast is to be considered educational in nature. The opinions offered are those of Craig Jeffrey, managing director of Strategic Treasurer LLC, and are not to be attributed to SunTrust. SunTrust makes no guarantee that the information provided or opinions given will meet the objectives or the particular needs of any specific person who may receive this commentary.

This content does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

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