Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
116: What Is Automated Financial Reporting?
In today’s episode, we’ll hear from Paul Galloway on automated financial reporting. What tools are used, and how do we ensure accuracy and security? Are there regulations to consider? 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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#207 – What Are the Disadvantages of Hurdle Rate?
Investments require a certain minimum rate of return to make them worthwhile. On this podcast, Craig Jeffery and Paul Galloway continue their discussion on investment returns with a specific look into Hurdle Rate.
#206 – Return of Capital vs. Return on Capital
Building on last week’s podcast on debt and equity, Craig Jeffery and Paul Galloway discuss the differences between the return of capital and the return on capital.
64: What Is Reverse Factoring?
What is reverse factoring? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss reverse factoring. They discuss what reverse factoring is and how it can be leveraged. Listen in and learn a little bit about reverse factoring.
Webinar: AR Leading Practices (Part 1): Faster Payments and Changing Controls | July 19
Reflective of their name, faster payments are also creating rapid changes both in the payments arena and in the surrounding control requirements. While AR professionals are, as a whole, excited about the opportunities faster payments present, many also recognize some challenges and concerns, raising several questions: What are the different challenges these innovations pose? How will those challenges progress or shift over time? What changes are occurring with control requirements? And finally, given all of that, how can treasury and AR work together to optimize working capital and their overall processes and results in this new environment? This webinar will seek to answer these key questions, shedding light on both what is changing and how AR and treasury can move forward.
CPE credits:
1. Consider the different challenges posed by innovations in faster payments and how those challenges progress or shift over time.
2. Gain understanding on the changes occurring with control requirements.
3. Learn how treasury and AR can work together to optimize working capital and their overall processes and results in this new environment.
Field: Accounting – Technical