Consultants in Treasury
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NEW | Bank Account Management Foundations White Paper
This white paper, the third in our series on compliance, explains foundational components and lays out leading practices, offering treasury groups a practical blueprint for designing, implementing, and maintaining their BAM.
Webinar: Receivables Modernization: Enhancing Cash with Innovation
August 28 at 2pm EDT
Receivables modernization represents a strategic opportunity for businesses to improve their cash flow and working capital management. By leveraging modern technology, corporations can see more effective and convenient ways to collect payments. Faster, automated, and integrated collections streamline the process, significantly enhancing efficiency. In this webinar, Strategic Treasurer’s Managing Partner, Craig Jeffery, and Deluxe’s Payment Division President, John Rubinetti III, will uncover the potential for automation opportunities, the best approach for companies modernizing their receivables, and the benefits of true vendor partnership.
1.2 CTP credits available.
84: What Are Real-Time Payments?
What are real-time payments? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to chat about real-time payments. They discuss how these payments work, the benefits, and the risks. Listen in and learn a little bit about real-time payments.
2024 Generative AI in Treasury and Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The growth of ChatGPT and Bard has increased treasury professionals’ level of familiarity and has spurred additional thoughts and actions. The 2024 Generative AI in Treasury and Finance survey captured the current AI use for treasury activity, as well as future plans.
De-Risking Cash Management Technology Decisions eBook
While spreadsheets may suffice for the smallest companies, and sophisticated solutions are perfect for the very large, mid-sized companies often find themselves in an awkward in-between. This mini ebook addresses the challenges that these companies face in choosing technology that properly suits their needs. It walks the reader through identifying their organization’s unique complexity, discusses factors to consider in potential solutions, and offers practical guidance for the mid-sized company’s technology search.
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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Webinar: Reducing the Complexity of Payment Landscape
When it comes to payments, many companies are finding the risk of fraud and the importance of efficiency both reaching higher levels than ever. Digitizing payments can bring relief on both fronts by driving payments through a streamlined, secure channel. This webinar will discuss the ways in which a secure payments solution reduces the complexity of the payments landscape, simultaneously increasing efficiency and reducing the fronts of defense and the number of vulnerabilities.
#148 – Banking and Treasury: Continual Redesign as a Mindset (Synovus)
Host Craig Jeffery sits down with Seth Marlowe, Senior Director and Head of Treasury Strategy at Synovus, to discuss the concept of continual redesign as a mindset with a view to banking and treasury. Topics of discussion center around digitalization of receivables and payments, the future of banking, new technology solutions and more. Listen in to this conversation for valuable insights into the banking world.
37: What Is Netting?
What is netting? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss netting. They discuss what netting is, what different types of netting there are, and some benefits of netting. Listen in and learn a little bit about netting.
#147 – Finance Optimization: Talking Changes with Cigna
On this episode of the 2021 Outlook series, Host Craig Jeffery sits down with Scott Lambert, Treasury Managing Director of Cigna, to discuss finance optimization and treasury transformation activities across the global health service company. Topics of discussion center around hybrid workflows, payment security, data optimizations projects and technology innovations. Listen in to this engaging discussion to learn more.