Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
ACH Payment Security: Ready or At Risk
This short survey explores how corporate organizations are approaching ACH security requirements and how banks view their clients’ readiness.
Join us in our market research and take the brief survey today!
Payment Essentials: Keeping Up with Payments
October 15 at 2 PM EDT
Those responsible for payments must keep pace with accelerating developments. This fast-paced session will highlight major changes and shifts and provide a practical framework to help treasury teams stay current and respond effectively as the environment continues to evolve.
1.2 CTP, FPAC, and CPE credits available.
#323 – Exploring Generative AI, ML, and RPA in Treasury with Royston Da Costa
In this episode, Craig Jeffery and Royston Da Costa discuss how generative AI, machine learning (ML), and robotic process automation (RPA) are transforming treasury functions. They provide real-world examples of current applications, discuss expected trends for the next 2-3 years, and explore emerging technologies like ChatGPT, Microsoft Copilot, and augmented reality. Listen in to learn more.
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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Webinar: Managing Volatility: Rewriting Treasury’s Playbook | September 29
As market volatility and economic uncertainty continue, corporate treasurers are forced to write a new playbook for 2022 and beyond. Strong currency headwinds, continued interest rate increases, unabating inflation, a highly mobile labor market, and the threat of supply chain disruptions are driving an unprecedented set of risk scenarios for treasury teams to manage.
This webinar will tackle how treasury can design leading practices to reduce the vulnerability to market volatility and implement a playbook to drive more efficient borrowing, more effective hedging, and more confident forecasting, pulling new levers to optimize liquidity within a real-time environment.
#215 – Adding Value through Treasury Technology at UPS
Having a treasury function is necessary for any business of a certain size to manage money and financial risks, but it’s also important to turn that treasury function into a strategic asset for the business. Doing this requires accurate data and expertise. In this podcast, Craig Jeffery talks with Nicolas Garcia of UPS on a strategic view of treasury and technology. They look at having a proper mindset, developing a digital strategy, and applying the latest treasury technology to solve existing problems.
Webinar: 2022 Global Payments Survey Results | October 4
How are treasury and AP professionals managing the current and anticipated challenges of the evolving payments landscape? The 2022 Global Payments Survey, underwritten by Corpay and powered by Strategic Treasurer, probed respondents on their experiences and perspectives across multiple payments functions, including bank connectivity (financial messaging formats, channels, etc.), cross-border and FX transfers, and the use of new or emerging payment technologies. This webinar will discuss the results from the survey, covering data on topics such as the challenges with managing global payments activity; projected spend and investment on payment systems, technologies, services, and functionalities; and more.
68: What Is Beta Investing?
What is alpha investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor, Paul Galloway, to continue their conversation on the Greeks with alpha investing. They discuss what alpha investing is and how the model is used by companies for investing. Listen in and learn a little bit about alpha investing.