Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersGuidance and Support with Strategic Treasurer
Are you struggling to stay on top of the work due to being thinly staffed? Most companies need help to get all of the work done. Outsource your daily headaches. We are here to help lift the burden that your team is facing.
Webinar: 5 Steps to Modernize Your AR Processes
July 24 at 2pm EDT
Join us to explore five steps for transforming and optimizing your accounts receivable (AR) processes. This session is designed to support companies at any stage of AR transformation, offering practical guidance on transitioning to automated and streamlined centers of excellence. The webinar will discuss five different steps that can help your team improve efficiency and visibility across your AR processes.
0.6 CTP credits available.
#306 – Learning from Financial Fraud Series Episode 10: Learning from Deepfake Scams
Welcome to another episode of our Learning from Financial Fraud Series. In this tenth episode, we’ll look at what can be learned from a recent deepfake scam. Craig Jeffery provides his insights on the situation, the attack method, the loss, and the key takeaways.
2024 Generative AI in Treasury and Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The growth of ChatGPT and Bard has increased treasury professionals’ level of familiarity and has spurred additional thoughts and actions. The 2024 Generative AI in Treasury and Finance survey captured the current AI use for treasury activity, as well as future plans.
De-Risking Cash Management Technology Decisions eBook
While spreadsheets may suffice for the smallest companies, and sophisticated solutions are perfect for the very large, mid-sized companies often find themselves in an awkward in-between. This mini ebook addresses the challenges that these companies face in choosing technology that properly suits their needs. It walks the reader through identifying their organization’s unique complexity, discusses factors to consider in potential solutions, and offers practical guidance for the mid-sized company’s technology search.
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: Simplifying the Complexity of Inbound Cross-Border Payments | March 28
Expanding sales globally comes with many upsides but also with significant challenges. Managing how payments are collected in numerous countries is an issue for even the largest companies. For others, this has been a nearly insurmountable challenge. This session will cover various complexities of managing inbound payments: countries, banking considerations, compliance requirements, and friction for your customers. Methods of reducing this complexity will be explored from multiple views, including operational efficiency, liquidity management, cost, and client impact.
Webinar: Make Your Data Work for You: The Changing Role of Treasury in Receivables | March 26
Data is the new currency in the B2B payment industry, but many organizations struggle to harness its full potential. Manual, inconsistent, or inaccurate cash application and forecasting methods can lead to poor payment visibility, increased costs, and missed business opportunities. How can you transform your treasury role from a service provider to a strategic advisor, enabling smarter business decisions with data-informed actions?
Join Deluxe’s Executive Director of Receivables Patrick Moye and Strategic Treasurer’s Craig Jeffery for a discussion on how powerful data and cash forecasting can be in the B2B payments industry. In this webinar, we’ll cover:
• The common pitfalls of existing data processing and resistance to change.
• How to transform your treasury role from a service provider to a strategic advisor.
• Steps to improving forecasting cash applications.
Don’t miss this chance to learn more about the power of data and the actions your business can take to succeed.
#294 – Managing Your Company’s Risk Through Measurements and Policy
A few years ago, a company had been solely banking with Silicon Valley Bank. However, due to their success and international expansion, they found themselves needing to implement bank diversification. This move helped them avoid major problems that their competitors faced in early 2023. In today’s podcast, we discuss the identification and management of different risks your organization will face. Craig Jeffery, Managing Partner of Strategic Treasurer, walks us through several risk management successes and failures, as well as the basic principles of risk management found in the Guide to Excellence in Treasury. Listen in to learn more.
#293 – Effective Communication Is the Lifeblood of Your Treasury Career
Effective communication plays a crucial role in all treasury functions, and failing to prioritize the development of communication skills can hinder growth across the board. In today’s discussion, we’ll hear from Craig Jeffery, Managing Partner of Strategic Treasurer, on just one of the topics covered in the Guide to Excellence in Treasury: effective communication. He talks through action items, a real-world example from his past, and how communication will change with the implementation of generative AI.