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.
#283 – AR Survey Results: Is Your Business Facing AR Challenges? (Corcentric)
In today’s episode, Craig Jeffery discusses key pain points in AR with Bryan Way from Corcentric. They address challenges in payment timing and invoicing processes, emphasizing the importance of better visibility and forecasting. They also discuss key considerations when deciding to build or buy a solution, with a reminder to focus on results over software solutions.
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: Payment Transformation: Improving AP Efficiency, Visibility, and Analytics | October 7
Changing expectations, developing technology and new payment rails all add to the value proposition for engaging in payment transformation. Transformation is occurring separately in individual areas (AP, Treasury, Operating Areas) and on an organizational-wide basis. This session covers some of the key drivers of payment transformation: demands for improved process efficiency; a broader view that includes internal areas and counterparties; risk management and fraud prevention; timeliness. Making payments faster addresses a speed concern. Making payments better might streamline the communication of payment information between partners more efficiently. Making payments more secure has become an executive demand. Payment transformation doesn’t look at these elements in isolation or with a one-size-fits all. This fast-paced discussion will cover how organizations can develop and implement a comprehensive transformation of their payment processes and technology.
45: What Is PCI-DSS?
What is PCI-DSS? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss what PCI-DSS is, who needs to pay attention to it and how it can reduce the costs associated with fraud.
#164 – The Democratization of Programming: Tech Impact on Treasury & Risk
On this episode of the Treasury Update Podcast, Host Craig Jeffery joins Devanshu Bhatt, Sr. Vice President and Head of Treasury & Risk Solutions at Eka Software Solutions, to discuss how technology advances are impacting all aspects of our business lives and processes. Topics of discussion center around how low-code, no-code, app-based activities within a platform mindset are changing the technology and risk world and leading us closer to the democratization of programming. Listen to this engaging conversation to find out more.
Webinar: New Technologies: Impact on Treasury & Risk Management
Technology advances are impacting all aspects of our business lives and processes. The changes are legion and include such things as: expansion of cloud-native technologies, advantages of low-code platforms, integrated BI solution sets, and open treasury/risk platforms. This session will explore the tech shift and how risk/treasury professionals can leverage the new tools and technology. Attendees will better understand how app-based solutions and micro-services change the implementation and risk paradigms confronting organizations. Learning what the opportunities are and how to better mitigate technology risks are additional outcomes of this dialog-oriented session.