Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Global Crisis Monitor - Aug 5 - Sep 2

Monthly Crisis Response & Economic Recovery Survey

The Global Recovery Monitor provides rapid exploration and response reporting on major factors impacting treasury and finance organizations. This effort is supported by the Treasury Coalition which consists of leading solution providers leveraging their networks to ensure comprehensive results for the good of the profession.

We will release a new iteration of this micro-survey every month along with the previous survey’s results so that together we can monitor the situation and best support our organizational responses.

Visit TreasuryCoalition.com for ongoing surveys and results.

Reducing Fraud in Your Payables: A Virtual Approach - Strategic Treasurer & Comdata Webinar

Reducing Fraud in Your Payables Webinar

Thursday, August 27 at 2:00 PM Eastern Time

This session covers the current fraud situation, what payment platforms are doing to secure the various endpoints, and options for companies to reduce the surface area of attack on their own. The principles covered will apply to all payment types, while a more detailed review of areas where the virtual approach applies will be explored for ACH and Card payments.

#108 – The New Reality of Analytics and Compliance

#108 – The New Reality of Analytics and Compliance

Compliance and security matters are escalating in today’s business environment. Host Craig Jeffery talks with Scott Lambert, Treasury Managing Director of Cigna, on updating treasury organizations to reflect the new reality of analytics and compliance.

SecureTreasury

Without proper training and testing, employees represent a massive vulnerability in your defenses against fraud. Ensure they understand how to identify and protect against all forms of attacks.

Strategic Treasurer offers a cloud-based program, designed to reduce the risk of corporate payment fraud by educating interdepartmental staff on common approaches to fraud, areas of organizational vulnerability, and leading practices for increased controls within a complete treasury security framework.

2020 AP/AR Processing Survey

2020 Modernizing AP/AR Processing

This survey, underwritten by Deluxe, looks at various practices and plans for modernizing and automating AP and AR processes. The influence of recent disruptions, calibration of various pain points that drive change, and other motivators to upgrade AP and AR processes will be examined. Areas of analysis include:

  • Impact of COVID-19 on making and receiving payments
  • Findings in current environment related to a remote workforce and business continuity
  • Biggest pain points of operating in this environment
  • Migration goals and impediments to achieving them
  • Commitment and challenges to migrate to more digital AP/AR processes

Join us in our market research and take the survey today!

Our mission is to elevate & enhance the practice of treasury by advising individual clients & informing the industry at large.

Advising Our Clients.

All of our consultants have practical, hands-on experience in corporate treasury environments, having held various senior management and leadership roles in numerous industries. Being able to pull on this experience, our consultants have the ability to understand that solutions and advice must be unique and contextualized to fit your organization’s specific situation. They can walk you through a customized process from beginning to end and answer any questions you have along the way.

Informing the Industry.

Informing the industry is an integral part of what drives our mission. In order for the industry to advance and stay ahead of the chaos of the environment, professionals need to be aware of the leading practices that can help stabilize their companies. We aim to fill this hole by creating our own primary market research. Using this, we are able to give relevant and up-to-date information in our webinars, reports, and visual guides. We can help you fill any gaps you might have in your company.

Global & Domestic Treasury

Financial Risk Management

Treasury Technology

Working Capital Optimization

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Industry Surveys

Industry Benchmarks

Turn-Key Webinars

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Analyst Reports

Temporary Treasury Staffing

Connectivity & Onboarding

FBAR Compliance Filing

Bank Fee Management

Leading Practices Benchmarking

Pricing Analysis

Bank Staff Training

Time to Revenue

Underwritten Industry Surveys

Leading Practices Benchmarking

Analyst Report Participation

Co-Branded Webinar Hosting

Co-Authored Content Creation

Underwritten Industry Surveys

Leading Practices Benchmarking

#108 – The New Reality of Analytics and Compliance

#108 – The New Reality of Analytics and Compliance

Compliance and security matters are escalating in today’s business environment. Host Craig Jeffery talks with Scott Lambert, Treasury Managing Director of Cigna, on updating treasury organizations to reflect the new reality of analytics and compliance.

2020 Higher Education Survey

2020 Higher Education Survey

Survey Results Higher Education This survey, underwritten by Kyriba, identified the unique financial drivers, challenges, and areas of focus for higher education in 2020. Results from this survey are compared against data from the broader corporate environment and...

#106 – The Rise and Fall of Carry: Author Interview 2020

#106 – The Rise and Fall of Carry: Author Interview 2020

On this special edition of the podcast, Host Craig Jeffery interviews coauthor Kevin Coldiron on the book, The Rise of Carry: The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis. Listen in as they discuss the concept of carry and its historical and looming consequences.

18: What Are KPIs?

18: What Are KPIs?

Coffee Break Session Host Alexa Cook catches up with Senior Consultant Melody Hart to discuss key performance indicators. They dive into the meaning and elements of KPIs and how they are typically used across organizations today.

TMS Toolkit – TMS Selection: Leading Practices – GTreasury

TMS Toolkit – TMS Selection: Leading Practices – GTreasury

TMS TOOLKIT » The Goal » Critical Business Requirements » Understanding the Technology » Partnering with a Company » Building the Case » Selection Process » Preparing for Implementation » Looking Ahead » About the FirmsProvided by GTreasury, Powered by Strategic...