Consultants in Treasury

Advising individual clients. Informing the industry at large. AdviseInform

Strategic Treasurer will be at the 2019 AFP Conference

This year at AFP we’re adding significant new opportunities for engaging industry experts and collecting valuable resources. We’ll once again be hosting the FinTech HotSeat with live panel discussions in the morning breaks and live expert interviews in the afternoons. We’ll also share the newest releases in our FinTech Analyst Report Series. And, be sure to stop by our cocktail hours on Monday and Tuesday after the conference.

#66 – Cyber and Payment Security Update

#66 – Cyber and Payment Security Update

Cyber and Payment Security is a serious topic impacting companies and organizations today. On this episode, Strategic Treasurer’s Managing Partner Craig Jeffery discusses some perspectives on security that matters to payment, IT and treasury professionals. Listen in as he shares valuable updates and insights on fraud and covers some recent cyber and payment fraud events.

Reducing the Pain of Payments

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 into the leading solutions and techniques available today for overcoming these challenges and maximizing efficiency across B2B payments workflows and procedures.

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

#66 – Cyber and Payment Security Update

#66 – Cyber and Payment Security Update

Cyber and Payment Security is a serious topic impacting companies and organizations today. On this episode, Strategic Treasurer’s Managing Partner Craig Jeffery discusses some perspectives on security that matters to payment, IT and treasury professionals. Listen in as he shares valuable updates and insights on fraud and covers some recent cyber and payment fraud events.

#65 – FAQ’s in Treasury Round #4: Payment Hubs and Treasury Aggregators

#65 – FAQ’s in Treasury Round #4: Payment Hubs and Treasury Aggregators

Listen to answers of some of the most frequently asked questions by treasury and finance professionals. Managing Partner Craig Jeffery of Strategic Treasurer shares valuable insights into key elements of centralized connectivity for treasury and accounts payable. Topics of discussion center around payment hubs, treasury aggregators, the importance of these services, and more. Join us as we continue with FAQ’s in Treasury with Round 4.

#64 – Seismic Shifts in Corporate Treasury Series: Open Treasury

#64 – Seismic Shifts in Corporate Treasury Series: Open Treasury

Changes in technology generally present opportunities for Treasury. Data is being generated at rapidly increasing rates resulting in challenges of access, analysis and sharing. On this episode of the Seismic Shifts in Corporate Treasury series, Host Craig Jeffery talks with Tracy Kantrowitz, VP and Chief Marketing Officer at TreasuryXpress to examine these data challenges in light of Open Treasury – the ability to seamlessly connect systems and data. Listen in to find out more.

#63 – Becoming a Treasurer, Part 7: Adaptation and Overcoming Blind Spots

#63 – Becoming a Treasurer, Part 7: Adaptation and Overcoming Blind Spots

Nearly everyone runs to their strengths and leverages the things they know to achieve a certain measure of success. Growth can then cease, and one can become less effective than they otherwise would be. On this episode of the Becoming A Treasurer series, Craig Jeffery examines some common blind spots and identifies methods of effectively compensating for these deficiencies to position treasurers for success. Listen in to learn more.

Investing Implications: Fed Actions and Technology Shifts Webinar – Morgan Stanley

Investing Implications: Fed Actions and Technology Shifts Webinar – Morgan Stanley

From shifting plans regarding rate changes to quantitative easing and mixed messages from the FED to other central bank activities of the ECB and BOJ, corporate investors are looking to understand the implications of these activities across the globe. Concurrently, radical shifts are underway with technology for finance impacting treasury and corporate investment teams. From APIs to RPA and Machine Learning, the impact and implications for connectivity, visibility and liquidity management are striking. This webinar examines the major shifts and implications for treasury/investors. Experts from Morgan Stanley and Strategic Treasurer team to provide a fast-paced dialog focused on Investing Implications.

#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.