Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2025 Treasury Fraud and Controls Survey
This survey seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners from all industries are polled on their experiences. The data is compiled with multi-year data and used to educate the industry on how the fraud landscape is evolving and how practitioners can better protect themselves and their organizations against attacks.
Join us in our market research and take the survey today!
Workshop Series: AI Initiatives
October 22 at 11:30 AM EDT
Artificial intelligence is an area of high interest and increasingly important focus for treasury teams seeking to improve performance and prepare for the future. This live, three-hour workshop featuring technology and treasury experts is designed to meet the need for practical, detailed, and finance-specific insights on AI. Attendees will gain a grounded view of how AI is being applied across treasury functions, the challenges and opportunities it presents, and real-world considerations surrounding adoption. With a focus on actionable knowledge and industry relevance, this workshop will equip participants to better evaluate, plan, and execute their own AI initiatives.
3.6 CTP and FPAC credits available.
107: What Is a Surface Area of Attack?
In today’s podcast, Christin Cifaldi, Director of Product Development & Analytics, defines the surface area of attack. We discuss digital and physical attack surfaces within organizations, as well as options for minimizing exposure. Listen in to learn more.
Cash Forecasting & Visibility Survey Report
Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon?
This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.
Bank Connectivity: Navigating Complexity in a Hybrid World
This ebook helps explain the key aspects of bank connectivity and address some critical changes that are occurring while providing practical and strategic guidance to those charged with connecting to the outside world.
Download your copy 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
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
Analyst Reports
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#203 – Criminals Trick Bank to Send Customer Funds
Fraudulent attack methods continue to improve. Every security layer strengthened is met with a stronger, more thorough offense. In this episode, Jason Campbell and Craig Jeffery discuss two examples of fraud: the removal of a bank’s security services and a lengthy business email compromise ploy that led to direct communication with the company’s bank.
Webinar: Examining The Treasury Recruitment Company’s Global Treasury Salary Survey | June 16
Ever since 2002, the Global Treasury Salary Survey has offered an accurate picture of salary ranges and market trends. That mission still exists today, but it has expanded to focus on the sentiments related to job satisfaction, overall fulfillment, and understanding “the why” behind these attitudes.
In this webinar, we will discuss the highlights of the most recent Global Treasury Salary Survey results. (For full results, consider participating in this ongoing survey at www.TreasurySalary.com. Updated results are released throughout the year.) Highlights covered in this session include the following:
-The rising number of new treasury opportunities.
-Where compensation levels are rising and where competition for positions is highest.
-The basic salary vs. all dimensions of compensation.
-What balance do treasury professionals seek in return to office vs. hybrid working arrangements?
-What other dimensions are key to employee happiness? What ranks highest? Is it being a good boss, doing work that matters, or having a friendly and supportive team?
Webinar: Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors | June 15
Congratulations, you have done your hard work to gather resources, line up your teams, plan your budget, complete your RFP process and select the perfect fit solution for your company. But then technology implementation turns out to be the best example of Murphy’s Law: There’s more customization than you thought. Original timelines aren’t being met. Insufficient budget. Staff just doesn’t have enough time. IT got pulled in a different direction. The project manager isn’t managing. Not enough resources. And once the implementation is done, how do clients and vendors measure their satisfaction with the performance of the solution?
Join Craig Jeffery, Managing Partner at Strategic Treasurer, and Juan Saudino, VP of Professional Services at HighRadius, as they discuss leading practices in the treasury technology implementation process and how to get the most out of it.
Key Takeaways:
1. How to approach the implementation with a mindset of achieving the maximum value within the shortest timeline by prioritizing activities and leveraging accelerators.
2. Understanding the importance of executive buy-in during the design process when it comes to aligning value with effort.
3. How to ensure good communication between vendors and clients post-implementation.
#202 – Security Standards Are Shifting: A Series on Cyber Security (TD Bank & Bottomline)
Host Craig Jeffery sits down with Jonathan Doskocil of TD Bank and Christopher Gerda of Bottomline Technologies for the second conversation in this series concerning cyber security. This episode covers topics including changing security standards, growing risks, and the duty placed on companies to protect their people, data, and assets.