Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
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 and Risk Management Systems
January 15 at 2:00 PM EST
Join us to explore how developments in AI, automation, and integration are enhancing performance, visibility, and control, and gain insight into how a TMS can strengthen your organization’s efficiency and decision-making.
1.2 CTP, FPAC, and CPE credits pending.
104: Are There Alternatives to FDIC and SIPC?
In our final episode covering FDIC and SIPC, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, on the thought process behind optimizing your portfolio when you’ve reached the limits of FDIC and SIPC coverage.
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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#178 – Becoming a Treasurer Series: Part 23 – Cash Boot Camp
On this episode of the Becoming a Treasurer series, author Craig Jeffery continues a mix of interviews around his book, The Strategic Treasurer: A Partnership for Corporate Growth. The chapter of discussion, entitled “Cash Boot Camp for Treasurers,” provides a practical approach to understanding different perspectives of cash, how accounting and treasury can live in harmony, and more. Listen in to this insightful discussion.
51: What Is Scalability?
What is scalability? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss scalability. Their conversation covers what scalability is, how we see it in treasury departments, and an example of how scalability can be applied. Listen in and learn a little bit about scalability.
Webinar: 2022 Payments Outlook: Hot Topics for Treasury and AP | December 16
Payments has been undergoing significant changes with new payment rails, faster payment and settlement and additional challenges to validate and secure payments. This session will provide an outlook on payments for 2022 and will provide an outlook on various hot items.
Webinar: 2021 Analyst Report Series: Treasury Management System | December 14
Treasury management systems (TMS) are a vital part of many treasury departments’ technology stacks, and as technology becomes more affordable, more powerful and more standard, the TMS will only become more common. In this webinar, we give a wide-ranging overview of the current TMS space, showing the role of a TMS in addressing the pain points of modern treasury departments amidst a rapidly changing environment. It will cover the uses of emerging technology in TMS offerings and will discuss leading practices specific to selecting and implementing a TMS.