Consultants in Treasury

Advising individual clients. Informing the industry at large.
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2020 Higher Education

This newly revised survey, now in its 4th year, is specifically oriented towards treasury and finance practitioners operating within the realm of Higher Education. The aim of this research is to identify the specific drivers, challenges, and other factors impacting both private and public universities heading into 2020. Topics covered include technology use, fraud and security concerns, and top compliance challenges, among other areas. Results from this survey will be compared against data obtained from the broader corporate environment to better understand how the treasury and finance functions within Higher Education differ from other industries.

Join us in our market research and take the survey today!

#84 – LIBOR Replacement: AFP Action and Advice

#84 – LIBOR Replacement: AFP Action and Advice

LIBOR will sunset after 2021 as the most widely used base rate across the world. Host Craig Jeffery joins Tom Hunt, CTP Director of Treasury Services at the Association for Financial Professionals to discuss their action and advice on LIBOR replacement. They share valuable insights on how this change is having a massive impact on companies around the globe. Listen into the discussion to learn how AFP is helping companies know what is happening, when that impacts them, and how to successfully prepare.

2020 Insurance Treasury

This brand-new survey, underwritten by Kyriba, is specifically oriented towards treasury and finance practitioners operating within the insurance industry. The aim of this research is to identify the unique financial drivers, challenges, and areas of focus for insurance companies heading into 2020. Topics covered include exposure management, technology and pain points within the insurance treasury community.

Join us in our market research and take the survey today!

SecureTreasury

Without proper training and testing, employees represent a massive vulnerability in your defenses against fraud. Ensure they understand how to identify and protect against all forms of attacks.

Strategic Treasurer offers a cloud-based program, designed to reduce the risk of corporate payment fraud by educating interdepartmental staff on common approaches to fraud, areas of organizational vulnerability, and leading practices for increased controls within a complete treasury security framework.

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

#84 – LIBOR Replacement: AFP Action and Advice

#84 – LIBOR Replacement: AFP Action and Advice

LIBOR will sunset after 2021 as the most widely used base rate across the world. Host Craig Jeffery joins Tom Hunt, CTP Director of Treasury Services at the Association for Financial Professionals to discuss their action and advice on LIBOR replacement. They share valuable insights on how this change is having a massive impact on companies around the globe. Listen into the discussion to learn how AFP is helping companies know what is happening, when that impacts them, and how to successfully prepare.

Solving for Transparency with Merchant Cards

Solving for Transparency with Merchant Cards

On part 3 of the #GoStrategic series, Host Craig Jeffery talks with Senior Treasury Consultant Stephanie Villatoro on the challenges of merchant card processing. They discuss why transparency to the fees are often misunderstood resulting in overlooked payments. Listen in and learn what you and your organization should look out for using this revenue collection stream.

07: What is Merchant Card Processing

07: What is Merchant Card Processing

What is Merchant Card Processing? Coffee Break Session Host Alexa Cook joins Stephanie Villatoro, Senior Consultant at Strategic Treasurer to discuss Merchant Card Processing. They provide profitable insights into the overall structure of merchant card processing and why merchant cards could be beneficial to organizations. Tune-in and enjoy these bite-size conversations every first and third Thursday of the month.

Domestic and International Bank Fees

Domestic and International Bank Fees

Managing bank relationships is an integral piece of treasury management and it impacts multiple areas globally. On part 2 of the #GoStrategic series, Host Craig Jeffery catches up with Senior Treasury Consultant Stephanie Villatoro to discuss bank fees on both an international and domestic level. Topics of discussion center around cash management services, merchant cards, credit, foreign exchange, and bank relationships. Listen into this insightful discussion to learn more.