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.
#292 – Contemplating Counterparty Risk Management Across the Organization (Source Callé)
Are weak third parties affecting the safety of your organization? In today’s podcast, Host Craig Jeffery talks with Craig Callé, CEO of Source Callé, about navigating third-party risk with real-world examples. The dialogue covers requirements and inefficiency, as well as the vision for the next ten years.
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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#177 – How Real-Time Payments Revolutionize Cash Management (Trovata)
On this episode of the podcast, Host Craig Jeffery joins Joseph Drambarean, Chief Technology Officer at Trovata, to discuss how real-time payments revolutionize cash management. Their conversation convers the concept of immediate payments, the areas where payment innovation is happening, the importance of driving trust, and the payment revolution that is underway for the next generation. Listen in to this lively discussion to find out more.
Webinar: Effective Bank Account Management | December 8
As companies grow, acquire, and make various other changes, their banks and accounts tend to increase. The more banks and accounts, the harder it becomes to maintain complete and timely visibility into and proper control over cash flows. This can present various challenges and vulnerabilities, making effective bank account management an important topic for treasury departments today. In this webinar, Strategic Treasurer and TIS will discuss common issues, security risks, innovative solutions, and effective practices for bank account management in today’s environment.
#176 – Seismic Shifts in Healthcare (J.P. Morgan)
On this episode of the podcast, Host Craig Jeffery sits down with Drew Emrich and Julia McAllister, Executive Directors of J.P. Morgan, to discuss seismic shifts in the healthcare industry. They dive into a range of topics, including healthcare consumerism, shifts in care delivery models, growing adoption of data analytics and artificial intelligence, and more. Listen in to this dynamic conversation.
50: What Are Treasury Dashboards?
What are treasury dashboards? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss treasury dashboards. They cover what dashboards are and how they can be leveraged in treasury departments. Listen in and learn a little bit about treasury dashboards.