Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Global Recovery Monitor - July 8

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.

TMS Toolkit Series - TMS Selection: Leading Practices Webinar

TMS Selection: Leading Practices Webinar

Join Craig Jeffery of Strategic Treasurer and Ashley Pater of GTreasury for a webinar on key principles necessary for a selection that results in lasting success.

1.2 CTP re-certification credits will be given for attendance to this live webinar.

13: Work from Home Challenges

13: Work from Home Challenges

Craig Jeffery and Alexa Cook cover the 12th period results from the Global Recovery Monitor. Top headlines include significant challenges in the work from home environment, vendor payments slowing down, organizational outlook on liquidity positions, economic improvements, and health and financial normalcy.

2020 Treasury Perspectives Survey

2020 Treasury Perspectives Survey

This survey, presented with TD Bank, 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
  • Regulatory Impact and Response 
  • Bank Relationship Management

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

2020 Insurance Treasury Survey Results Report

2020 Insurance Treasury Survey Report

This brand-new survey, underwritten by Kyriba, identified the unique financial drivers, challenges, and areas of focus for insurance companies heading into 2020. Results from this survey are compared against data obtained from the broader corporate environment in order to better understand how the treasury and finance functions within insurance compared to those of other industries.

Download the 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

13: Work from Home Challenges

13: Work from Home Challenges

Craig Jeffery and Alexa Cook cover the 12th period results from the Global Recovery Monitor. Top headlines include significant challenges in the work from home environment, vendor payments slowing down, organizational outlook on liquidity positions, economic improvements, and health and financial normalcy.

#104 – Wirecard: What Treasury Groups Must Learn

#104 – Wirecard: What Treasury Groups Must Learn

Special Host Meredith Zonsius interviews the author of The Strategic Treasurer: A Partnership for Corporate Growth, Craig Jeffery, on the Wirecard scandal. They discuss what led to this event, the early warning signs, and what treasury groups and C-Suite executives should learn from this situation.

17: What are Common Payment Types?

17: What are Common Payment Types?

Coffee Break Session Host Alexa Cook talks with Stephanie Villatoro, Senior Consultant at Strategic Treasurer, to discuss how common payment types have changed over the last few decades, the various shifts taking place across the corporate’s use of them today, and more.

12: Signs of Improvements: Getting Back to Work

12: Signs of Improvements: Getting Back to Work

Alexa Cook and Craig Jeffery cover the eleventh period’s results from the Global Recovery Monitor. They go into how treasury and finance professionals feel about their organization’s outlook on liquidity positions, economic improvements, time estimates for health and financial normalcy, and more.