Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Live Survey: 2019 Compliance Survey

The intent of this survey is to capture both the macro and micro elements of the compliance landscape that are impacting treasury, identify how new regulatory developments are being accounted for, and gain insight to the various technologies and strategies leveraged by organizations for managing compliance on an ongoing basis.

Reducing the PAIN in Payments Webinar

Join Strategic Treasurer and GTreasury for a live discussion providing a rapid assessment of the areas adding to the pain of payments and explore how to address these issues at the root level. This session will highlight enhanced payment workflows, how to manage current and emerging security and compliance demands and solving the global connectivity challenges.

#40 – 2019 Outlook: Q2 Corporate Investment Outlook

#40 – 2019 Outlook: Q2 Corporate Investment Outlook

On this episode of the 2019 Outlook series, Craig Jeffery sits down with Executive Director Bob Leggett and Senior Portfolio Manager Mike Cha of Morgan Stanley to take a deeper look at the major shifts in short-term investing, the use of various instruments, and a number of macro shifts continuing to take place this year and beyond.

Results Report: 2019 Supply Chain Finance Survey

In 2019, the 2nd iteration of Strategic Treasurer’s supply chain finance survey, developed in partnership with Kyriba, sought to pinpoint the unique factors that are ultimately influencing the evolution of the SCF space, both from a provider and user standpoint. Specifically, what is the spread or market share of bank and fintech solutions in SCF, and how is this mix changing over time? Also, how do corporates view the benefits and challenges of SCF, what drivers are pushing them to adopt or participate in programs, and how do these perspectives vary across buyer and supplier operations? Download your copy of the report 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

#40 – 2019 Outlook: Q2 Corporate Investment Outlook

On this episode of the 2019 Outlook series, Craig Jeffery sits down with Executive Director Bob Leggett and Senior Portfolio Manager Mike Cha of Morgan Stanley to take a deeper look at the major shifts in short-term investing, the use of various instruments, and a number of macro shifts continuing to take place this year and beyond.

#39 – Becoming a Treasurer: Part 4 – How to Communicate Effectively

On this episode of the Becoming a Treasurer series, Craig Jeffery covers key principles to help treasurers navigate internal and external communication challenges. From working with CFO’s to banks, he shares a practical view on having a clear purpose in your communication that will help drive decisions and achieve overall success within your organization.

2019 Supply Chain Finance Survey

 Survey Results  Supply Chain Finance  In 2019, the 2nd iteration of Strategic Treasurer’s supply chain finance survey, developed in partnership with Kyriba, sought to pinpoint the unique factors that are ultimately influencing the evolution of the SCF space, both...

#37 – How to Modernize Treasury Practices

On this episode of the podcast, Craig Jeffery sits down with Lee-Ann Perkins, Assistant Treasurer of ION Geophysical to discuss how to modernize treasury operations from a decentralized and manual treasury structure to a centralized and automated structure as experienced working for a global geoscience company.

Corporate Payments: Solving the Complexity of the Middle

Join Strategic Treasurer and Axletree Solutions for a live discussion on corporate payments. For treasury, B2B payment challenges have proven particularly in the realm of financial messaging and bank connectivity. In many cases, these “middle-man” processes are those that cause the most headache for practitioners and are where the majority of obstacles and delays occur.