Consultants in Treasury
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NEW RELEASE
Deepfakes & Payments Fraud: Is Treasury Prepared?
What if everything looked and sounded exactly right—but it wasn’t? Deepfakes, AI-generated impersonations that mimic real voices and faces, are becoming a serious risk to treasury teams, enabling attackers to fake payment requests and slip past routine safeguards. As these scams grow more convincing, organizations need stronger controls, smarter tools, and teams that understand the danger and are well prepared.
This white paper explores how deepfakes are being used in fraud, why treasury is especially exposed, and what steps can help catch and stop a scam before it causes damage.
Thriving as a Treasurer Amid Economic Volatility
July 15 at 2PM EDT
In a world shaped by central bank decisions, labor market shifts, and evolving trade dynamics, businesses are facing increasing volatility. While the future remains uncertain, standing still is not an option. How can treasury teams rise to the occasion? Join this webinar to explore practical insights and strategies that empower treasury professionals to adapt, stay effective, and support their organizations through turbulent times.
1.2 CTP and FPAC credits available.
#290 – Navigating Banking Changes – Liquidity Risk Survey Results (Allspring)
In today’s episode, Jeff Weaver and host Craig Jeffery discuss key findings from the Liquidity Risk Survey. They discuss impacts of Fed rate increases, the regional bank crisis, and movements in deposits and money funds.
Download your copy of the Liquidity Risk Survey Report here: https://strategictreasurer.com/2023-liquidity-risk-survey/
Learn more about Allspring: https://www.allspringglobal.com/
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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#189 – 2022 Outlook Series: Global Technology & Operations (Microsoft)
On this episode of the 2022 Outlook series, Host Craig Jeffery joins Christina Easton, Director of Treasury Operations at Microsoft, to explore the global outlook on technology and operations. This dynamic discussion covers a wide range of topics including achieving leadership with global cash management, trade finance activities, the modernization of technology, and more. Listen in to this lively conversation about their expectations and insights for the year ahead.
Webinar: Short-Term Investing: Insured Deposit Accounts Foundations | March 24
Organizations have a wide range of options for their short-term cash. The level of understanding regarding how companies can use insured deposit accounts varies significantly. This abbreviated presentation will provide a foundational look at how these investments work, how they are typically used, and how they compare with some other popular short-term investment options. The conversation will cover elements of efficiency, safety, liquidity, and yield, as well as how current developments continue to influence the short-term investment market.
56: What Is the Cash Conversion Cycle?
What is the cash conversion cycle? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss the cash conversion cycle. They discuss what the cash conversion cycle is and how it can be leveraged. Listen in and learn a little bit about the cash conversion cycle.
#188 – 2022 Outlook Series: Challenges Acquiring and Keeping Treasury Leadership (Raines International)
On this episode of the 2022 Outlook series, Host Craig Jeffery sits down with Allen Geller, Managing Director of Raines International, to discuss the global outlook on treasury talent. They discuss the challenges acquiring and keeping treasury leaders, market shifts with a view to staffing, hiring, and retention, and more. Listen in to this dynamic conversation to gain valuable insights on treasury talent for the year ahead.