Consultants in Treasury
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2026 Treasury Technology Analyst Report
This newly released version of our annual Treasury Technology Analyst Report delves into Treasury & Risk Management Systems, Treasury Aggregators, SCF and Cash Conversion Cycle Solutions, and Treasury Ecosystem. We have done the research for you! Learn more about these technologies and evaluate some of the top vendors in each industry today.
GENIUS Act: Overview, Survey Results, and Implications
December 16 at 2:00 PM EST
Join us for an in-depth webinar examining the implications of the GENIUS Act for the treasury and finance community, as well as insights from our recent GENIUS Act Survey, providing a data-driven look at current levels of awareness, anticipated challenges, and expected adoption rates.
1.0 CTP, FPAC, and CPE credits available.
102: What Is SIPC Insurance?
Join us in this Treasury Update Podcast episode and learn what SIPC stands for, the types of investments it watches over, and the ones it doesn’t. Hear from Craig Jeffery as he shares the perks, limitations, and funding of SIPC.
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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47: What Is an API?
What is an API? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery to discuss APIs. They discuss what they are, how they have evolved, and how they can be used in Treasury. Listen and learn a little bit about API’s.
Webinar: Why Supply Chain Finance Is a Win-Win for Corporates | October 28
In this session, we will cover: Identifying and meeting a buyer’s corporate objectives, creating a business case, platform and funding considerations, and why it’s really all about your suppliers
Webinar: Cash Forecasting and Visibility: 2021 Survey Results | October 26
This webinar will discuss the findings of the 2021 Cash Forecasting & Visibility Survey that explores the current landscape. 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? Learn from what others are experiencing and doing to handle this challenging set of activities.
#169 – Treasury Mentors & Soft Skills (The Passionate Treasurer)
On this episode of the Treasury Update Podcast, Host Craig Jeffery speaks with Lee-Ann Perkins, Assistant Treasurer of The Passionate Treasurer, on the importance of treasury mentors and soft skills. They share meaningful insights on the necessary elements of mentoring, finding a trusted advisor, becoming a lifelong learner and paying it forward. Tune in to learn how to position yourself and others for career success.