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2023 Treasury Technology

NEW | 2024 Treasury Perspectives Survey

This survey seeks to gauge the perspectives of finance and treasury professionals across several key areas. Primary categories of analysis include:

  • Economic and Geopolitical Outlook
  • Credit Use and Availability
  • Treasury Operations and Benchmarks
  • Supply Chain
  • Bank Relationship Management

Complete the survey to receive the exclusive report.

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

Webinar: Relentless Fraud: Addressing the Continual Attempts

April 25 at 11am EDT

Fraud attacks and attempts have been automated, sophisticated, and relentless. New methods of attack and variations continue to emerge. Learn in detail about growing and emerging threats – including some surprising uses of technology – and discover how organizations are addressing their defenses with structure, services, training, and focus.

0.6 CTP and FP&A credits available

#300 – Treasury’s Value-Add Opportunities and What the CFO Wants – 2024 Outlook Series with Todd Yoder (S&B USA)

#300 – Treasury’s Value-Add Opportunities and What the CFO Wants – 2024 Outlook Series with Todd Yoder (S&B USA)

In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Todd Yoder, EVP and CFO at S&B USA, to discuss treasury’s value-add opportunities and what CFOs want. Starting from an accounting background and progressing to his current CFO role, Todd Yoder shares insights he’s learned along the way about effective communication as a key value driver, as well as other ways treasurers can bring additional value to their organizations.

Treasury Fraud & Controls

Liquidity Risk Report

The 2023 Liquidity Risk survey, presented with Allspring, polled treasury and finance practitioners on how they are evaluating current liquidity risk mitigation processes. We asked questions on macroeconomic changes and new regulations as they impact treasury. As one of our oldest running surveys, we are able to provide valuable year-over-year data that shows major and minor shifts in corporate risk mitigation strategies and predict future trends.

Treasury Fraud & Controls

Modernizing AR Processing Report

This survey, underwritten by Corcentric, looked at various practices and plans for modernizing and automating AR processes. The influence of recent disruptions, calibration of various pain points that drive change, and other motivators to upgrade AR processes were examined.

Download the 2023 Modernizing Accounts Receivable Processing 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

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#300 – Treasury’s Value-Add Opportunities and What the CFO Wants – 2024 Outlook Series with Todd Yoder (S&B USA)

#300 – Treasury’s Value-Add Opportunities and What the CFO Wants – 2024 Outlook Series with Todd Yoder (S&B USA)

In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Todd Yoder, EVP and CFO at S&B USA, to discuss treasury’s value-add opportunities and what CFOs want. Starting from an accounting background and progressing to his current CFO role, Todd Yoder shares insights he’s learned along the way about effective communication as a key value driver, as well as other ways treasurers can bring additional value to their organizations.

#299 – Prioritizing Relationships over Transactions: The Importance of Payments In Customer Experience with Deluxe

#299 – Prioritizing Relationships over Transactions: The Importance of Payments In Customer Experience with Deluxe

Payment processing is no longer just transactional. It’s now about weaving payments seamlessly into the customer journey. In today’s podcast, Craig Jeffery, Managing Partner of Strategic Treasurer, and Layne Kight, Sr. Product Manager of Digital Payment Solutions at Deluxe, discuss customer expectations across industries like healthcare, utilities, and banking. They discuss how those industries cater to expectations, as well as practical ways the industry has improved over the past decade. Listen in to learn more.