Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2025 Treasury Fraud and Controls Survey
This survey seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners from all industries are polled on their experiences. The data is compiled with multi-year data and used to educate the industry on how the fraud landscape is evolving and how practitioners can better protect themselves and their organizations against attacks.
Join us in our market research and take the survey today!
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.
#288 – Why Does Social Engineering Work So Well?
In today’s podcast, Craig Jeffery shares multiple new examples of successful fraud cases, including a story that highlights the importance of two-factor authentication and a real-world example of the importance of immediately training new staff on security. He also touches on the recent improvements to and effectiveness of voice deepfakes. Listen in and stay informed on social engineering advancements.
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: 2021 Analyst Report Series: Treasury Management System | December 14
Treasury management systems (TMS) are a vital part of many treasury departments’ technology stacks, and as technology becomes more affordable, more powerful and more standard, the TMS will only become more common. In this webinar, we give a wide-ranging overview of the current TMS space, showing the role of a TMS in addressing the pain points of modern treasury departments amidst a rapidly changing environment. It will cover the uses of emerging technology in TMS offerings and will discuss leading practices specific to selecting and implementing a TMS.
#177 – How Real-Time Payments Revolutionize Cash Management (Trovata)
On this episode of the podcast, Host Craig Jeffery joins Joseph Drambarean, Chief Technology Officer at Trovata, to discuss how real-time payments revolutionize cash management. Their conversation convers the concept of immediate payments, the areas where payment innovation is happening, the importance of driving trust, and the payment revolution that is underway for the next generation. Listen in to this lively discussion to find out more.
Webinar: Effective Bank Account Management | December 8
As companies grow, acquire, and make various other changes, their banks and accounts tend to increase. The more banks and accounts, the harder it becomes to maintain complete and timely visibility into and proper control over cash flows. This can present various challenges and vulnerabilities, making effective bank account management an important topic for treasury departments today. In this webinar, Strategic Treasurer and TIS will discuss common issues, security risks, innovative solutions, and effective practices for bank account management in today’s environment.
#176 – Seismic Shifts in Healthcare (J.P. Morgan)
On this episode of the podcast, Host Craig Jeffery sits down with Drew Emrich and Julia McAllister, Executive Directors of J.P. Morgan, to discuss seismic shifts in the healthcare industry. They dive into a range of topics, including healthcare consumerism, shifts in care delivery models, growing adoption of data analytics and artificial intelligence, and more. Listen in to this dynamic conversation.