Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersGuidance and Support with Strategic Treasurer
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Workshop Series: AI Initiatives
October 22 at 11:30 AM EDT
Artificial intelligence is an area of high interest and increasingly important focus for treasury teams seeking to improve performance and prepare for the future. This live, three-hour workshop featuring technology and treasury experts is designed to meet the need for practical, detailed, and finance-specific insights on AI. Attendees will gain a grounded view of how AI is being applied across treasury functions, the challenges and opportunities it presents, and real-world considerations surrounding adoption. With a focus on actionable knowledge and industry relevance, this workshop will equip participants to better evaluate, plan, and execute their own AI initiatives.
3.6 CTP and FPAC credits available.
#300 – Treasury’s Value-Add Opportunities and What the CFO Wants – 2024 Outlook Series with Todd Yoder (S&B USA)
In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Todd Yoder, EVP and CFO at S&B USA, to discuss treasury’s value-add opportunities and what CFOs want. Starting from an accounting background and progressing to his current CFO role, Todd Yoder shares insights he’s learned along the way about effective communication as a key value driver, as well as other ways treasurers can bring additional value to their organizations.
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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Webinar: Optimizing Bank Relationships and Operational Efficiency | June 7
In this webinar, Tracey Knight, the VP of Client Success at Trovata, and Craig Jeffery, Managing Partner of Strategic Treasurer, will discuss strategies and methods you can use to streamline bank account management, optimizing both relationships and operational activity in the face of complexity and growth. By leveraging automation technology to consolidate cash balances and transactions into a unified platform, your treasury can achieve greater operational efficiency and understanding of cash flows while better allocating spend.
2022 Modernizing AP/AR Processing Survey
Survey Results Modernizing AP/AR Processing This survey, underwritten by Deluxe, looked at various practices and plans for modernizing and automating AP and AR processes. The influence of recent disruptions, calibration of various pain points that drive change, and...
#201 – Understanding Plans, Pains, and Spend: Non-Banking Financial Institutions
Seeking to understand the priorities, plans, and activities that financial institutions are focused on? On today’s podcast, host Craig Jeffery is joined by Steve Bullock, Vice President of Insurance and Financial Services at Kyriba, to discuss results from the 2022 Non-Banking Financial Institutions (NBFI) Survey. Topics of discussion center around technology, plans to spend, pain points, and more.
Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency
[Atlanta, GA] Today, Strategic Treasurer and Kyriba release the results of the Non-Banking Financial Institution (NBFI) Survey. The results clarify where NBFIs are currently in their operational structure and what priorities they will focus on in the near term.