Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2026 Treasury Technology Analyst Report
This newly released version of our annual Treasury Technology Analyst Report delves into Treasury & Risk Management Systems, Treasury Aggregators, SCF and Cash Conversion Cycle Solutions, and Treasury Ecosystem. We have done the research for you! Learn more about these technologies and evaluate some of the top vendors in each industry today.
Fintech Hotseat Head-2-Head: Data Management
November 13 at 11:00 AM EST
In this Head-to-Head session, leaders will present how they help treasury normalize, move, ingest, and analyze financial data. Today, there is far more data being generated more quickly. Leveraging that data requires excellent, modern tools and solution sets.
1.2 CTP and FPAC credits available.
109: What Is Scoping?
In today’s podcast, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, on the concept of scoping in cyber security. What is scoping, and what role does it play in the security landscape? Listen in to learn more.
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
Precision & Power: The Role of AI in the Modern Treasury
This ebook provides treasury professionals with a foundational understanding of artificial intelligence and its practical implications for finance. Designed for those looking to engage with AI in practical ways that meaningfully and safely support business functions, this first installment in our series on AI offers clear explanations of key concepts and subtypes, including machine learning, generative AI, and agentic AI.
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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#206 – Return of Capital vs. Return on Capital
Building on last week’s podcast on debt and equity, Craig Jeffery and Paul Galloway discuss the differences between the return of capital and the return on capital.
64: What Is Reverse Factoring?
What is reverse factoring? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss reverse factoring. They discuss what reverse factoring is and how it can be leveraged. Listen in and learn a little bit about reverse factoring.
Webinar: AR Leading Practices (Part 1): Faster Payments and Changing Controls | July 19
Reflective of their name, faster payments are also creating rapid changes both in the payments arena and in the surrounding control requirements. While AR professionals are, as a whole, excited about the opportunities faster payments present, many also recognize some challenges and concerns, raising several questions: What are the different challenges these innovations pose? How will those challenges progress or shift over time? What changes are occurring with control requirements? And finally, given all of that, how can treasury and AR work together to optimize working capital and their overall processes and results in this new environment? This webinar will seek to answer these key questions, shedding light on both what is changing and how AR and treasury can move forward.
CPE credits:
1. Consider the different challenges posed by innovations in faster payments and how those challenges progress or shift over time.
2. Gain understanding on the changes occurring with control requirements.
3. Learn how treasury and AR can work together to optimize working capital and their overall processes and results in this new environment.
Field: Accounting – Technical
Payment Security & Fraud Prevention: The Principles of Secure Clamps eBook
As fraud attacks proliferate and take many forms, and as criminals become savvier and more relentless, all companies must approach securing payments as a vital and ongoing process. To carry out their role as the “superintendents” of payment security, treasury...