Consultants in Treasury

Advising individual clients. Informing the industry at large.
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2022 Virtual Card Survey

2022 Virtual Card Solutions Survey

In a growing environment of electronic payments, organizations are seeking ways to make safer, faster, and more efficient processes where visibility and value are increased and exceptions and challenges are diminished. This survey explores the current evaluation of virtual card programs and performance by organizations along with expectations and plans for the future.

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors

AR Leading Practices (Part 1): Faster Payments and Changing Controls

Reflective of their name, faster payments are also creating rapid changes both in the payments arena and in the surrounding control requirements. While AR professionals are, as a whole, excited about the opportunities faster payments present, many also recognize some challenges and concerns, raising several questions: What are the different challenges these innovations pose? How will those challenges progress or shift over time? What changes are occurring with control requirements? And finally, given all of that, how can treasury and AR work together to optimize working capital and their overall processes and results in this new environment? This webinar will seek to answer these key questions, shedding light on both what is changing and how AR and treasury can move forward.

1.2 CPE credits

July 19 at 2:00 PM EDT

#207 – What Are the Disadvantages of Hurdle Rate?

#207 – What Are the Disadvantages of Hurdle Rate?

Investments require a certain minimum rate of return to make them worthwhile. On this podcast, Craig Jeffery and Paul Galloway continue their discussion on investment returns with a specific look into Hurdle Rate.

2022 Modernizing AP Processing Survey

New Release: 2022 Modernizing AP Processing Report

This survey, underwritten by Deluxe, looked 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 were examined. AR Processing report coming in Fall 2022!

2022 Outlook Series

2022 Outlook – Podcast Series

This series within The Treasury Update Podcast features interviews with treasury experts about their expectations, projections, and insights for the year ahead.

Tune in to the first four episodes 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

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64: What Is Reverse Factoring?

64: What Is Reverse Factoring?

What is reverse factoring? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss reverse factoring. They discuss what reverse factoring is and how it can be leveraged. Listen in and learn a little bit about reverse factoring.