Consultants in Treasury
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GENIUS Act Survey Report
Thank you to all of those who participated in our GENIUS Act flash survey. This survey provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.
Treasury Aggregators
February 19 at 2:00 PM EST
This session will review the current TA landscape and examine how organizations are using these solutions to streamline connectivity, standardize data, and enhance compliance across diverse banking environments. Attendees will also learn how emerging technologies are shaping the next generation of TAs, supporting faster payments, real-time data visibility, and more intelligent decision-making within modern treasury operations.
1.2 CTP and CPE credits available.
#301 – Themes and Trends in B2B Treasury Technology – 2024 Outlook Series with Edward Galvin (Visa)
In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Edward Galvin, Head of B2B Commercial Payments Sales at VISA. They discuss the evolving treasury technology landscape, exploring key shifts and strategies for adaptation, as well as the challenges and opportunities posed by the rapid adoption of APIs and embedded banking.
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
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
Financial Risk Management
Treasury Technology
Working Capital Optimization
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
Analyst Reports
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#193 – The Impact of the Ukraine Conflict on Treasury
Strategic Treasurer released a flash survey probing what implications the conflict in Ukraine has had and will have on treasury. With roughly 100 survey respondents, you will see results in the following categories: impacts already being felt, preparing for repercussions, economic & business concerns, and awareness & expectations.
Webinar: Payment Acceleration and Enhancements with Open Banking APIs | April 12
This webinar will delve into how open banking APIs are empowering organizations to increase the speed, accountability, and transparency of their payment operations. The session will cover everything from payment process automation and matching for policy to visibility, costs, and fees, as well as the timing and confirmation integration involved in RTP.
58: What Is Cash Flow?
What is cash flow? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery to discuss cash flow. They discuss what cash flow is, and how it can be leveraged. Listen in and learn a little bit about cash flow.
#192 – The Future of Treasury Technology: AFP Panel Discussion
What are the most significant technology changes affecting treasury today? Live from Washington, D.C., at AFP 2021, Craig Jeffery of Strategic Treasurer LLC moderates a panel discussion on the “Future of Treasury Technology.” Joining him are Mitchell Thomas of FinLync, Evan Mahoney of GTreasury, Michael Kolman of ION Treasury, and Jo K Jagadish of TD Bank. If access to data is exploding due to new technologies, how do we make the most of it to reduce repetitive tasks? Listen in to find out more!