Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Global Recovery Monitor - Dec 2

Monthly Crisis Response & Economic Recovery Survey

The Global Recovery Monitor provides rapid exploration and response reporting on major factors impacting treasury and finance organizations. This effort is supported by the Treasury Coalition which consists of leading solution providers leveraging their networks to ensure comprehensive results for the good of the profession.

We will release a new iteration of this micro-survey every month along with the previous survey’s results so that together we can monitor the situation and best support our organizational responses.

Visit TreasuryCoalition.com for ongoing surveys and results.

Webinar: Understanding the 'Real' Value of Forecast Accuracy

Understanding the ‘Real’ Value of Forecast Accuracy

Using artificial intelligence, treasury teams are able to generate accurate forecasts and shift their focus from tactical reporting to bringing strategic insights to the CFO’s office.

Join Craig Jeffery from Strategic Treasurer and Tracey Knight from HighRadius explain how Artificial Intelligence enables treasury to forecast accurately every single time.

#125 – 2020 AFP Security Panel Discussion: Developments and Future Look

#125 – 2020 AFP Security Panel Discussion: Developments and Future Look

On this special episode of a 2020 AFP FinTech HotSeat, Moderator Dave Robertson, Managing Director of Deluxe Corporation, interviews Doug Cranston of Bottomline Technologies, Sylvia Rodee of Fifth Third Bank, Leigh Moore of Visa, and Craig Jeffery of Strategic Treasurer on new payment channels and types across the world.

Payment Security eBook

Payment Fraud eBook

With fraud on the rise and payment processes scattered throughout different departments, a treasurer must function as the ‘superintendent’ of payment security, overseeing the policies, controls, and practices others are putting into action. This eBook is intended to help treasury understand and fill that role most effectively by covering the current situation, the threat levels of various types of fraud, common areas of vulnerability, and frameworks and tactics for constructing a solid defense. Download your copy today!

2020 B2B Payments Survey Summary Report

2020 B2B Payments Results Report

This survey sought to understand the shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B) payments landscape. This study provides valuable insights related to the overall payments complexity and challenges being experienced by practitioners within the treasury and finance environment, and also sheds light on the unique solutions and tactics employed by organizations to optimize payment processes and maximize efficiency. Download the results 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

#125 – 2020 AFP Security Panel Discussion: Developments and Future Look

#125 – 2020 AFP Security Panel Discussion: Developments and Future Look

On this special episode of a 2020 AFP FinTech HotSeat, Moderator Dave Robertson, Managing Director of Deluxe Corporation, interviews Doug Cranston of Bottomline Technologies, Sylvia Rodee of Fifth Third Bank, Leigh Moore of Visa, and Craig Jeffery of Strategic Treasurer on new payment channels and types across the world.

26: What Is Global Financial Risk?

26: What Is Global Financial Risk?

What is global financial risk? Coffee Break Session Host Alexa Cook catches up with Stephanie Villatoro, Senior Consultant at Strategic Treasurer, to discuss global financial risk. They discuss what global financial risk can look like, giving insight into what treasurers can expect to see.

#123 – 2020 AFP Security Panel Discussion: Protecting the Payments Process

#123 – 2020 AFP Security Panel Discussion: Protecting the Payments Process

On this special episode of the Treasury Update Podcast, Strategic Treasurer features its 2020 Fintech Hotseat Security Panel discussion from the AFP Virtual Conference. Moderator Doug Hartsema of the Hartsema Group interviews Chris Gerda of Bottomline, Scott Lambert of Cigna, Mohammed Al-Zraiqat of Bottomline, and Craig Jeffery of Strategic Treasurer.

Payment Fraud eBook – Strategic Treasurer & BELLIN

Payment Fraud eBook – Strategic Treasurer & BELLIN

With fraud on the rise and payment processes scattered throughout different departments, a treasurer must function as the ‘superintendent’ of payment security, overseeing the policies, controls, and practices others are putting into action. This eBook is intended to...

#122 – When the Going Gets Tough, Relationships Matter

#122 – When the Going Gets Tough, Relationships Matter

Host Craig Jeffery speaks with Dr. Kathy King-Griswold, Associate Treasurer and Director of Treasury Operations & Compliance at the University of Rochester, on her personal journey navigating treasury challenges and opportunities amid the COVID-19 crisis. They explore the importance of relationships during disruptive events, the management of capital when income sources are severely impacted, challenges around remote work and technology, and more.