Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersGuidance and Support with Strategic Treasurer
Are you struggling to stay on top of the work due to being thinly staffed? Most companies need help to get all of the work done. Outsource your daily headaches. We are here to help lift the burden that your team is facing.
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.
#299 – Prioritizing Relationships over Transactions: The Importance of Payments In Customer Experience with Deluxe
Payment processing is no longer just transactional. It’s now about weaving payments seamlessly into the customer journey. In today’s podcast, Craig Jeffery, Managing Partner of Strategic Treasurer, and Layne Kight, Sr. Product Manager of Digital Payment Solutions at Deluxe, discuss customer expectations across industries like healthcare, utilities, and banking. They discuss how those industries cater to expectations, as well as practical ways the industry has improved over the past decade. Listen in to learn more.
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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#198 – Challenges of Working Capital Management (Corcentric)
Craig Jeffery of Strategic Treasurer talks with Brent Kinman of Corcentric on key principles of working capital management, including how organizations achieve alignment between areas. There are several critical measurements of efficiency and the use of capital that allow organizations to understand how activities impact their performance.
60: What Is Same Day ACH?
What is Same Day ACH? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss Same Day ACH. They discuss what Same Day ACH is, how it can be leveraged, and how it is used today. Listen in and learn a little bit about Same Day ACH.
#197 – Simplify Your Workflow with Embedded Treasury
Embedded banking and embedded finance are newly established terms. Technologists tend to understand the meaning in a detailed manner, while treasury professionals’ levels of understanding vary significantly. In this episode, Nicki Gillispie and Craig Jeffery discuss what embedded treasury is and how it easily links systems or services to further streamline their experience.
#196 – Understanding Cyber Attacks and Strengthening Defenses: A Series on Cyber Security (TD Bank)
In this episode, host Craig Jeffery sits down with Jo K Jagadish of TD Bank to kick off this new series of conversations. This series will cover topics such as MITM, ransomware, and spoofing attacks and will review specific defenses and the mindset required to maintain commercially reasonable controls and leading practices and to maintain the human firewall.