Consultants in Treasury

Advising individual clients. Informing the industry at large. AdviseInform

2019 Compliance Survey Results Webinar – Europe

The session listed above, our second on the subject, will be similar to the Compliance Survey Results Webinar held 8/29 for a more U.S.-based audience. In this additional presentation, however, we will provide content curated especially for our European attendees; given time zone considerations, the program is scheduled to begin at 9 a.m. EDT. 

For our research, we polled treasury/finance practitioners on experiences and perspectives related to compliance and bank account management operations. The results capture both the macro and micro elements of this topic, including: identification of the solutions firms use to address regulatory complexity; insightful discussion regarding compliance-dedicated technologies and strategies used to handle such concerns; key survey highlights, expert commentary; and data interpretation based on your specific needs.  

 

 

 

 

#62 – The Readiness of Treasury for New Technology Disruption

#62 – The Readiness of Treasury for New Technology Disruption

On this episode of Strategic Treasurer’s Seismic Shifts in Corporate Treasury series, Podcast Host Craig Jeffery leads the discussion on new technology disruption with Seth Marlowe, SVP Strategist at Wells Fargo, Treasury Insights Consulting Group. Listen in as they discuss the primary cause and effect of this disconnect on treasury and what practitioners need to know today to get ready.

Accurate Cash Forecasting *New Audiobook Format*

No time to read an eBook? Listen to our Accurate Cash Forecasting audiobook on the go! This valuable resource—now available in both visual AND audio formats—provides an extended look into the practice of cash forecasting, including an analysis of the primary challenges impacting treasury and a guide to key solutions. 

2019 Global Payments Survey Report

Don’t miss this comprehensive evaluation of treasury-related payments functions/challenges regarding bank connectivity, cross-border and FX activity, security and fraud prevention, and the use of new technology.

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

#62 – The Readiness of Treasury for New Technology Disruption

#62 – The Readiness of Treasury for New Technology Disruption

On this episode of Strategic Treasurer’s Seismic Shifts in Corporate Treasury series, Podcast Host Craig Jeffery leads the discussion on new technology disruption with Seth Marlowe, SVP Strategist at Wells Fargo, Treasury Insights Consulting Group. Listen in as they discuss the primary cause and effect of this disconnect on treasury and what practitioners need to know today to get ready.

#61 – Understanding the Pain of Payments

#61 – Understanding the Pain of Payments

Companies are facing a significant amount of payments pain as they grow and expand their global footprint. On this episode, host Craig Jeffery leads the discussion with Roger Comins, Senior Product Manager at GTreasury, on understanding these challenges and finding ways to address them, both internally and externally. Listen in to learn what is changing, why it matters and how it’s impacting organizations, treasury professionals and the end-to-end customer experience.

#60 – How to Get Stuff Done: Networking, Noise, Niceties & Nurturing Your Career

#60 – How to Get Stuff Done: Networking, Noise, Niceties & Nurturing Your Career

This episode details the journey of a busy treasurer juggling career navigation, skill-set maintenance, goal achievement, professional development, work/life balance and more. How does one person handle all these tasks (along with many others!), while also moving up the financial practitioner maturity model? For answers and advice, tune in to hear Lee-Ann Perkins, Assistant Treasurer at ION Geophysical, share her inspiring story and useful insights with Craig Jeffery, our podcast host and company founder. As they explore a variety of methodical and meaningful approaches to making every moment count—both in the office AND at home—be sure to follow along and learn how to better position yourself for success and fulfillment in the years to come.

#59 – Seismic Shifts in Corporate Treasury Series: Better Payments

#59 – Seismic Shifts in Corporate Treasury Series: Better Payments

In today’s digital ecosystem, there are numerous events that may disrupt treasury and payments processes. As the third installment of an ongoing series, this episode of The Treasury Update Podcast—entitled Seismic Shifts in Corporate Treasury: Better Payments—features host Craig Jeffery and special guests Jennifer Stanley, MUFG’s VP and Senior Product Manager of Real Time Payments, and Sachin Thakur, MUFG’s Manager of Product Management and Development Group. Listen in as they explore key pain points in the payments process, examine the new payment scheme landscape and discuss how these changes are transformative through business-to-consumer case studies with real-time payments.

TMS Toolkit – Building the Business Case – GTreasury

TMS Toolkit – Building the Business Case – GTreasury

This eBook provides an extended look into the primary challenges associated with treasury’s B2B payment operations, including what is causing these challenges and how they are evolving over time. This resource also offers insight to the leading solutions and techniques available today for overcoming these challenges and maximizing efficiency across B2B payments workflows and procedures.