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