Consultants in Treasury
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Transaction Banking in 2026: What Your Peers Are Prioritizing Now
November 3 at 2 PM EST
Drawing on the 2026 Transaction Banking Perspectives Survey, conducted this past summer, this webinar will explore what respondents are saying about the economic environment, changing client and payment needs, emerging technologies and risks, and the broader transaction banking landscape.
1.2 CTP, FPAC, and CPE credits available.
#335 – Learning from Financial Fraud Series Episode 14: $230M USD Social Engineering Theft
Welcome to another episode of our Learning from Financial Fraud Series. In this fourteenth episode, Jonathan is joined by Craig Jeffery to examine one of the largest cryptocurrency thefts in history. Craig walks us through the attackers’ methods, how they exploited human vulnerabilities, the losses, and the critical lessons organizations can learn to protect against similar scams.
Compliance Survey Report
The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
Precision & Power: The Role of AI in the Modern Treasury
This ebook provides treasury professionals with a foundational understanding of artificial intelligence and its practical implications for finance. Designed for those looking to engage with AI in practical ways that meaningfully and safely support business functions, this first installment in our series on AI offers clear explanations of key concepts and subtypes, including machine learning, generative AI, and agentic AI.
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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#243 – Becoming a Treasurer Series, Part 24: Languages of Finance: FP&A
As we jump back into the “Becoming a Treasurer” series, we are launching a new sub-series where we will look at the “language of finance.” Communication matters, and understanding how different groups use terms is vital for effective communication. In the Language of Finance sub-series, we will look into different terms that should be understood in order to communicate effectively with the rest of your treasury team and with others. In this podcast, Craig Jeffery and Jason Campbell talk through some of the important questions regarding financial planning and analysis. How does the language of FP&A differ from treasury? Listen in to find out.
81: What Is ACH?
What is ACH? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss the Automated Clearing House. They discuss what ACH is, its use, how it’s governed, and what to monitor. Listen in and hear more about ACH.
#242 – 2023 Outlook Series: Will AI Change Your Hiring? with Todd Yoder (Fluor Corporation)
Innovations like ChatGPT are changing the way we gather information. Will these advancements negate certain treasury roles in the future? Will it affect whom you hire and the size of your team? Craig Jeffery of Strategic Treasurer and Todd Yoder of Fluor discuss a couple of items to keep in mind as we move forward.
Webinar: Bank Fee Management Webinar Series: ECR and Fee Optimization
Companies are well-served by understanding the competitive position of interest rates, ECR, and bank fees in times of stability. It is far more urgent in times of rapid change and high volatility that treasury groups monitor this activity more closely and secure competitive rates quickly. As the steward of good bank management, today’s treasurer wants to feel confident that the team is optimizing bank relationships, including fee structure. Being armed with data allows you to have a reasonable discussion with your banker about the overall compensation you are providing them. Any relationship with your bank includes a number of crucial factors, and not just fees alone. Key factors include the level of credit extended; advice and guidance provided; services and service level delivered; commitment to the relationship; fees, rates, and overall compensation. Strategic Treasurer’s series on bank fee management will educate the profession on the following: Fair transparent market pricing and data for reasonable discussions with your banks.Tracking ECR to make good investment/budget decisions.How has ECR been changing generally and with the rates paid to banks?How delayed ECR movements or shifts are, if at all?Optimizing your service lineup for efficiency and controls.Reducing fees by eliminating unnecessary services.Ensuring fee spend matches banking priorities (share of wallet).