Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Compliance Survey Report
The regulatory landscape for treasury continues to grow in complexity, increasing the demands placed on compliance processes and technology. The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
Download the survey report today to access the latest insights on compliance trends across the industry.
Head-2-Head: Short-Term Investing
August 11 at 11 AM EDT
In this Head-2-Head session, fintech providers will discuss how their solutions support short-term investing needs in today’s evolving environment. Attendees will hear different perspectives on how technology-enabled approaches are being applied to help treasury teams manage excess cash, offering insight into the considerations organizations evaluate as they assess options and adapt to a more complex investment landscape.
1.2 CTP credits available.
#329 – Short-Term Investing Series by Federated Hermes – Part 4: Election and Fed Actions: The Interaction of Fiscal and Monetary Policy
In this episode of the Short-Term Investing Series with Federated Hermes on the Treasury Update Podcast, experts from Federated Hermes, Sue Hill, John Mosko and Steve Chiavarone, join Craig Jeffery to discuss the intersection of fiscal and monetary policy amid recent Fed rate cuts and the impending elections. They explore how the Fed’s adjustments to interest rates and possible election outcomes could shape market expectations, inflation, and policy changes.
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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Webinar: Thriving in Uncertain Times | February 16
You’ll hear industry experts discuss how you can pull the right levers to keep your business growing. This is a special, live-streamed webinar from Craig Jeffery’s panel discussion at the 2023 Working Capital Leadership Conference in Orlando, FL.
#238 – The Treasurers Have Spoken, Episode 3: Survey Results on SCF & Cash Conversion Cycle Solutions
In this third episode in our series covering the 2022 Analyst Report, Craig Jeffery and Paul Galloway of Strategic Treasurer discuss key points and implications of the current treasury technology landscape. This week, we are focusing on supply chain finance and cash conversion cycle solutions.
Webinar: Analyst Report Series: Treasury Aggregators | February 16
Treasury departments require massive amounts of connectivity both to internal and external groups. As the company meets with changes and growth, these connectivity needs result in heightened complexity. From payment types and formats to compliance and fraud, this complexity can become overwhelming for treasury staff. This webinar will discuss how treasury aggregators (TA) address these pain points by supporting efficient and controlled operations even in the midst of complexity. Additional topics will include the role of a treasury aggregator within the larger treasury technology landscape, factors affecting the future of aggregation, and leading practices for successfully implementing a TA.
#237 – 2023 Outlook Series: The Labor Market Is Broken with Tony Carfang (The Carfang Group)
In this first episode of our 2023 Outlook Series, Craig Jeffery of Strategic Treasurer talks with Tony Carfang of the Carfang Group. They discuss Tony’s outlook on the coming year, covering topics such as inflation, debt, government spending, and corporate cash.