Webinar- Protecting Payments

  • 28 May 2020
  • 2:00 PM - 3:00 PM
  • Stratgic Treasurer - LIVE webinar free

Webinar presented to Great Lakes AFP by Strategic Treasurer



Great Lakes AFP understands that despite our

inability to hold our regular in-person meetings

at the current time,

 the requirement for re-certification credits continues. 

Please join us as Craig Jeffrey, Founder and Managing Partner,

and Melody Hart, Senior Consultant, discuss 

"Protecting Payments"

WhenMay 28, 2-3 PM EDT

 Registration here 

1.2 CTP re-certification credits

will be given for attendance to this live webinar.

Session Description:

Payment processes have been under increasingly sophisticated attacks, and many have suffered outsized losses. The movement to work-from-home (WFH) has altered processes and controls for many organizations. Increasing the defenses with your organization, staff, and technology against the new and morphing attacks on payment processes is vital in normal times. With many organizations operating in a WFH posture, additional risk must be understood and mitigated. In this session, we'll review:

·        Proactive: Preparing for payment and fraud attacks before they strike

·        Protection: Preparing for more telephone-based payment card data

·        Efficient: Training and cross-training your team at a global scale

·        Update: Review security policies and procedures with all in-house and at-home/remote agents to ensure that security processes and procedures are not forgotten and are updated as needed

Craig Jeffery, CCM, FLMI
Founder & Managing Partner of Strategic Treasurer

Craig Jeffery formed Strategic Treasurer LLC in 2004 to provide corporate, educational, and government entities direct access to comprehensive and current assistance with their treasury and financial process needs. His 30+ years of financial and treasury experience as a practitioner and as a consultant have uniquely qualified him to help organizations craft realistic goals and achieve significant benefits quickly.

MELODY HART, CPA, CTP, FP&A, Senior Consultant

Melody has over 20 years of global treasury experience covering a variety of organization types and worked in various corporate roles, including Treasurer.  She is recognized as an expert in streamlining processes, instituting controls and policy, evaluating credit and liquidity needs, negotiating favorable credit terms as well as managing diverse and complex financial systems and processes.

 Melody is a member of the Northern Ohio Association of Financial Professionals. She received her MBA from Keller Graduate School in Chicago, She has a BS in TV Journalism from Bradley University in Peoria, Illinois, and studied Corporate Financial Management and Pension Benefits Management at the University of Michigan’s Executive Education Program.

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