Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersWebinar: 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.
![#249 – Fraud in a Changing Treasury Landscape Episode 1: Are You Implementing Thoughtful Security? (Bottomline)](https://strategictreasurer.com/wp-content/uploads/Ep-249-1-1080x675.png)
#249 – Fraud in a Changing Treasury Landscape Episode 1: Are You Implementing Thoughtful Security? (Bottomline)
Treasury’s threat of fraud attacks is constantly changing and increasing. While treasurers say they are aware of this, only 30% of companies plan to allocate more funds to the training of employees and fraud prevention services. In this episode, Craig Jeffery and Omri Kletter discuss some of the key findings that came out of Strategic Treasurer’s Treasury Fraud & Controls 2023 Survey, specifically, the key places we should be focusing our spend throughout 2023.
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.
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#146 – Becoming a Treasurer, Part 19: Learning from Literature: Enjoying Your Career Journey. J.M. Barrie’s Peter Pan
On this episode of the podcast, Craig Jeffery continues the Learning from Literature subseries featuring J.M. Barrie’s Peter Pan. This illustration expands upon the quote, “It is not in doing what you like, but in liking what you do that is the secret of happiness.” Listen in to learn some helpful tools, perspective and advice on how to enjoy your career journey in treasury.
#145 – Becoming a Treasurer Series, Part 18 – Losses & Fraud: What Can Keep Treasurers Awake at Night
On this episode of the Becoming a Treasurer series, Author Craig Jeffery is interviewed on a chapter in his book, The Strategic Treasurer: A Partnership for Corporate Growth. The chapter is called “Losses and Fraud: What Can Keep Treasurers Awake at Night.” Topics of discussion center around situations of great loss of assets and liquidity, examples of high profile fraudulent events, and guidance on how treasurers can best protect their organizations. Listen in and enjoy this popular series.
Webinar: SWIFT’s Payment Strategy Refresh
SWIFT has significantly enhanced its vision and strategy moving from a messaging platform to a transaction management partner. Intelligent adaptation has helped SWIFT adapt over time. Changes in payment and messaging platforms are impacting many companies. Hear how the new payment strategy can influence your understanding of payments whether you are a treasury or payments professional. This has applicability to SWIFT members and those not on the network. This covers even if you aren’t a SWIFT member. APIs, pre-validation, etc. help us to contemplate the new world of control, payments and what is new at SWIFT.
36: What Are Collection Accounts?
What are collection accounts? On this episode of the Coffee Break Sessions, Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery. They discuss what treasury needs to know about collection accounts, including what they are used for and who typically manages them. Listen in and learn a little bit about collection accounts.