Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Treasury Perspectives: 2019 Survey Results Webinar

Join Strategic Treasurer and TD Bank as we discuss the primary implications of the 2019 Treasury Perspectives Survey data for organizations, and elaborate on how shifting economic, technology, and regulatory landscapes will impact treasury groups now and in the future.

Supply Chain Finance: 2019 Survey Results Webinar

Join Strategic Treasurer and Kyriba in this live discussion on the main drivers enticing firms to launch and participate in SCF programs, how working capital and economic performance impact these drivers, and which factors are most important for organizations regarding the purchase, implementation, and ongoing use of SCF technology.

#31 – A Digital Strategy for Treasury

#31 – A Digital Strategy for Treasury

On this episode of the podcast, Craig Jeffery sits down with Royston Da Costa, Assistant Group Treasurer at Ferguson PLC to discuss the background of digital challenges facing treasury today.

Live Survey: 2019 B2B Payments Survey

The 2019 B2B Payments survey seeks to better understand the shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B) payments landscape. 

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

#31 – A Digital Strategy for Treasury

On this episode of the podcast, Craig Jeffery sits down with Royston Da Costa, Assistant Group Treasurer at Ferguson PLC to discuss the background of digital challenges facing treasury today.

#29 – 2019 Global FX Outlook

On this episode of the 2019 Outlook series, Craig Jeffery sits down with David Pierce, Managing Director of Global Hedging Products at GPS Capital Markets

#27 – Bank Relationships: Achieving a 360 Degree View

Managing bank relationships looks different, depending on the side of the table you are sitting on. Banks are quite formal in their approach to ensure a lasting, multi-level institutional connection. Most treasurers lean towards the informal side of the spectrum of relationship management, categorizing their relationships in tiers.

#26 – Becoming a Treasurer Series: Part 2 – What to Do When You Become the Treasurer

You got the job as Treasurer. Congratulations. What do you need to do now to lay the groundwork for success for the coming years? In this episode of the Becoming a Treasurer series, Craig Jeffery covers the conceptual roadmap to making your first few months in this role count. This discussion covers a variety of areas including staff planning, inventorying the issues and addressing them systematically, understanding differences required in your communication and establishing success. Listen in on the discussion and enjoy the entire series.