Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
WORKSHOP & PRIVATE SESSION
Are you doing FBAR right?
If your answer isn’t a clear yes, this exclusive workshop is for you! Gain clarity through a 90-minute virtual session with a small group, followed by a 60-minute private consulting tailored to your situation.
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.
#356 – Learning from Literature: Understanding What You Don’t Know
In this episode of the Learning from Literature series, Craig Jeffery reflects on wisdom from Socrates and Plato, exploring the power of humility, openness, and restraint. What do these ancient insights reveal about effective treasury leadership and communication today? Listen in to uncover how thoughtful silence and curiosity can elevate your professional impact.
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: Bank Account and Portal Management | March 25
Understanding effective bank account management (BAM) is crucial for maintaining financial health. Maintaining and managing bank accounts along with portal rights is too frequently placed on the “we will do that next month” list. This session will dive into leading practices for overseeing corporate financial accounts, emphasizing the importance of regular account audits, reconciliation processes, control, systems, banking structure, and fraud prevention. Participants will gain insights into optimizing cash flow, managing account structures, and ensuring regulatory compliance. This discussion will be comprehensive and will equip attendees with the tools and approach required to manage their accounts properly.
Fintech Hotseat Head-2-Head: Working Capital Management
Join us for this insightful Head-2-Head session, where experts from different fintech providers will demonstrate their solutions and answer questions surrounding successfully managing working capital.
#345 – Why Consider Greece for Finance Operations with Alexandros Koliavras
In today’s podcast episode, Craig Jeffery is joined by Alexandros Koliavras, President of the Hellenic Association of Treasurers. They discuss why Greece is an attractive location for a treasury center, citing competitive pricing, a strong pool of finance graduates, and new tax incentives. The conversation also covers the rise of shared service centers and the Hellenic Association of Treasurers’ university collaborations. Listen in to learn more.
#344 – Payment Primer Series Ep. 1 – Low-Value Payments (LVP): Automated Clearing House (ACH – US)
Welcome to the Treasury Update Podcast’s first episode in the Payment Primer Series. This episode kicks off with a deep dive into ACH payments. We cover the role of Nacha, the differences between ACH and other payment systems, security concerns, processing timelines, and key terms and acronyms. Listen in to learn more.