Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Webinar: Challenges to Treasury Technology

It is easy to focus on the “best case” scenario for technology implementations. Many assume that a selection and implementation will be a speedy and relatively pain-free endeavor if we agree to be aggressive. This bias towards speed in treasury can mean ‘cutting’ first and not even measuring once. Far too few make proper preparations for the design, implementation, and optimization parts of managing technology, and then suffer significant consequences. This webinar offers a tactical and data-driven look at common challenges and errors by treasury groups.

#53 – SWIFT GPI Payments: It’s Probably Better Than You Think

#53 – SWIFT GPI Payments: It’s Probably Better Than You Think

The field of cross-border payment services is not only growing rapidly, it has morphed significantly since initial conception. On this episode of The Treasury Update Podcast, Host Craig Jeffery talks to Daniel Lynch, SWIFT GPI Payments Innovation Manager, about the current status of international payments. Discussion topics include the uptake of gpi, new developments and plans for expanding the value of proposition. Listen in and learn how this changing landscape is important to corporate treasury groups and bankers.

Diving into Data - Exclusive Treasury Ambassadors Webinar

During this live webinar Craig Jeffery will take an in-depth look at Strategic Treasurer’s recent survey data that has not been previously released to the public. The topics covered include supply chain finance, fraud, payments, and cash forecasting. This will include industry distinctions to provide comprehensive information to attendees. A thorough description of what our research data shows and how it can be applied to benchmarking, highlighting elements of particular interest to for a quick recognition of what is relevant and important.

Webinar: Global Payments 2019 Survey Results

During this expert-led webinar, Craig Jeffery of Strategic Treasurer and Bob Stark of Kyriba discuss results from the 2019 Global Payments Survey and share how organizations are addressing new challenges and opportunities. Tune in to hear key findings from this year’s research, created to show the drivers, attitudes and perceptions of various new, faster payment initiatives across the globe. This comprehensive evaluation of treasury and AP-related payments functions will assist practitioners in managing global payment activity technology for years to come.

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

#53 – SWIFT GPI Payments: It’s Probably Better Than You Think

The field of cross-border payment services is not only growing rapidly, it has morphed significantly since initial conception. On this episode of The Treasury Update Podcast, Host Craig Jeffery talks to Daniel Lynch, SWIFT GPI Payments Innovation Manager, about the current status of international payments. Discussion topics include the uptake of gpi, new developments and plans for expanding the value of proposition. Listen in and learn how this changing landscape is important to corporate treasury groups and bankers.

#52 – Payment Priorities: The 2019 B2B Payments Survey Implications

What are companies doing to improve efficiency, controls and the overall B2B payments process? On this episode of The Treasury Update Podcast, Host Craig Jeffery sits down with Andrea Eaton, VP of Marketing at Bottomline Technologies, to discuss findings and implications after our 2019 B2B Payments Survey. This research was designed to reveal developing trends on technology adoption, plans to spend and organizational goal-setting. Listen in to find out more.

#51 – Becoming a Treasurer, Part 6: Securing the Resources You Need

Modern treasurers often face serious resource overwhelm—growing responsibilities, increased payments complexities, inadequate staffing, lack of access to up-to-date software and more. In this 6th episode of the Becoming a Treasurer podcast series, Craig Jeffery shares valuable insights on securing everything you need to become successful in a treasury environment, from people and technology, to productivity and best practices. Listen in to learn more.

#50 – Solving for Payment Challenges by Taking the End-to-End View

Expectations around payment methods are changing—customer experience is now a major driver, as well as cost efficiency concerns in insurance companies. Host Craig Jeffery sits down with Karen Molloy, VP & Treasurer of Northwestern Mutual, to discuss solving payment challenges by taking an end-to-end view. This approach provides maximum value for treasury and many other payment-intensive entities. Listen in and enjoy the discussion.

#49 – Treasury Success in Today’s World: Relationships & Technology

On this episode of The Treasury Update podcast, Craig Jeffery speaks with Ernie Humphrey, CEO of Treasury Webinars, about treasury success in today’s rapidly shifting financial world. Focusing on both relationships and technology, they explore evolving treasury roles and key success factors essential to the modern industry professional. Listen in to find out more.

#48 – Transforming Treasury: A Dose of Realism

How do treasurers effectively drive change across an organization? On this episode of the podcast, Craig Jeffery talks with Todd Picken, Treasurer at MassMutual to discuss the joys and opportunities of treasury transformation and how both need to be tempered with a dose of reality. From treasury operations to customer experience, they share valuable insights to help navigate real change across treasury environments. Topics of discussion center around achieving success through paying for transformation, moving the culture forward and getting technology to work. Listen in to find out more.