Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2026 Compliance Survey
The 2026 Compliance Survey polls treasury and finance practitioners on their experiences, practices, and perspectives regarding a broad variety of treasury compliance activities. Areas covered include KYC, ISO 20022, PSD2, payee verification, Nacha requirements, PCI-DSS, and more. This research examines the outlook for the compliance landscape, aiming to capture both the macro and micro elements of its impact on treasury.
Join us in our market research and take the survey today!
Head-2-Head: Bank Connectivity, ISO 20022, and Formats
June 2 at 11 AM EDT
This session will examine how fintechs are using modern connectivity platforms to help treasury teams navigate change and take advantage of new connectivity models. The discussion will show how evolving technologies, standards, and formats support more efficient data exchange, improved transparency, and better alignment between banks and corporate systems.
1.2 CTP credits available.
109: What Is Scoping?
In today’s podcast, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, on the concept of scoping in cyber security. What is scoping, and what role does it play in the security landscape? Listen in to learn more.
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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#191 – Digital Twins, Meta Reality, and Treasury (Ferguson plc)
On this episode of the podcast, Host Craig Jeffery continues his conversation with Royston Da Costa on the latest innovations in technology for treasurers. They discuss the growing online immersive experience through holographic images and the metaverse. Is there a potential impact for treasury with this technology? Is technology moving into treasury faster than before? Listen in to find out more.
57: What Do Business Intelligence Tools Do?
What do business intelligence tools do? Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss business intelligence tools, what they do, and how they can be leveraged. Listen in and learn a little bit about BI tools.
Webinar: Operational Excellence for Best-in-Class Treasury | March 16
You are likely familiar with the phrase, “what gets measured gets improved.” It is also an almost universal request of treasury and finance professionals to see dashboards and KPIs used by other companies. Visibility into performance and data allows for improved decision-making, a renewed focus on efficiency, insight into liquidity, and better financial results. This session will examine the types of metrics used by leading companies to monitor and improve their performance across a range of areas with the additional context of differences between company positions (liquidity situation, transaction intensity, working capital drivers).
#190 – The Future of Treasury Payments: AFP Panel Discussion
On this special episode of the Treasury Update Podcast, Strategic Treasurer features its 2021 Fintech Hotseat discussion from the AFP Conference. Moderator Uma Wilson puts experts from technology firms, banks, and consultants in the hotseat to answer questions on the future of payments. How are regulations impacting payments? Does speed matter? How does the value of speed compare to other aspects of payments such as: information, finality? What makes for better payments? What current trajectory will end or fail? Which will accelerate? What are the implications with payments based upon trends in globalization, visibility, and open treasury?