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 Aggregators
February 19 at 2:00 PM EST
This session will review the current TA landscape and examine how organizations are using these solutions to streamline connectivity, standardize data, and enhance compliance across diverse banking environments. Attendees will also learn how emerging technologies are shaping the next generation of TAs, supporting faster payments, real-time data visibility, and more intelligent decision-making within modern treasury operations.
1.2 CTP and CPE credits available.
#293 – Effective Communication Is the Lifeblood of Your Treasury Career
Effective communication plays a crucial role in all treasury functions, and failing to prioritize the development of communication skills can hinder growth across the board. In today’s discussion, we’ll hear from Craig Jeffery, Managing Partner of Strategic Treasurer, on just one of the topics covered in the Guide to Excellence in Treasury: effective communication. He talks through action items, a real-world example from his past, and how communication will change with the implementation of generative AI.
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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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.
#175 – Effective Bank Account Management (TIS)
Host Craig Jeffery catches up with Jon Paquette, Senior Financial Solutions Expert at Treasury Intelligence Solutions (TIS), to discuss how to protect the doors to your most liquid assets. Topics of discussion center around the essentials for managing bank accounts effectively, common issues companies are facing today, innovative solutions for cash flow visibility and more. Listen in to find out how to position your company for financial success.
#174 – Cash Forecasting & Visibility Survey Results
Host Craig Jeffery meets with Roger Comins, Vice President of Product Management at GTreasury, to discuss the key findings of the 2021 Cash Forecasting and Visibility survey. They discuss top pain points for the modern treasury department, innovative technologies that help, and disruptions that add to the challenges. Learn what others in the treasury and finance industry are experiencing and doing to handle today’s challenges.
49: What Is Unclaimed Property?
What is unclaimed property? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner Craig Jeffery to discuss what unclaimed property is, what escheating it means, and how both of these are used. Listen and learn a little bit about this treasury topic.