Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersGuidance and Support with Strategic Treasurer
Are you struggling to stay on top of the work due to being thinly staffed? Most companies need help to get all of the work done. Outsource your daily headaches. We are here to help lift the burden that your team is facing.
Fintech Hotseat Head-2-Head: Data Management
November 13 at 11:00 AM EST
In this Head-to-Head session, leaders will present how they help treasury normalize, move, ingest, and analyze financial data. Today, there is far more data being generated more quickly. Leveraging that data requires excellent, modern tools and solution sets.
1.2 CTP and FPAC credits available.
#283 – AR Survey Results: Is Your Business Facing AR Challenges? (Corcentric)
In today’s episode, Craig Jeffery discusses key pain points in AR with Bryan Way from Corcentric. They address challenges in payment timing and invoicing processes, emphasizing the importance of better visibility and forecasting. They also discuss key considerations when deciding to build or buy a solution, with a reminder to focus on results over software solutions.
Cash Forecasting & Visibility Survey Report
Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. 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?
This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.
Bank Connectivity: Navigating Complexity in a Hybrid World
This ebook helps explain the key aspects of bank connectivity and address some critical changes that are occurring while providing practical and strategic guidance to those charged with connecting to the outside world.
Download your copy today!
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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Webinar: Modernizing Accounts Receivable Processing: 2021 Survey Results
This webinar will cover and provide insights on the results of the 2021 Modernizing AP & AR Processes Survey, specifically focused on the accounts receivable (AR) data. The survey examined various practices and plans, the influence of recent disruptions, and pain points and other drivers for modernizing and automating AP and AR processes.
#162 – Understanding How to Network (Raines International)
On this episode of the Treasury Update Podcast, Host Craig Jeffery sits down with Allen Geller, Managing Director of Raines International, to discuss effective networking strategies. They discuss how to building strategic relationships and how to discover valuable insights to take your career to the next level. Listen in to this lively conversation to learn more.
Webinar: B2B Payments: 2021 Survey Results
In the ever-changing world of corporate finance, core responsibilities like payments and cash management must continually adapt to keep pace with developing initiatives, regulations, and threats. There is always a need to learn what treasury and payment professionals are planning to do. This year’s B2B Payments Survey sought to do just that. We asked questions regarding payment complexity, challenges, security, and unique tactics employed by organizations looking to optimize payments processes and maximize efficiency. This session will share high-level highlights from the survey and what banks and corporations are doing for their leading practices, priorities and spend plans.
Strategic Treasurer Acquires CTMfile, Expands Reach in Europe
Strategic Treasurer, a treasury research and consulting firm, has acquired CTMfile, a web-based treasury news outlet headquartered in the UK. The acquisition, which closed on August 6th, provides CTMfile with the backing and support to increase growth while expanding Strategic Treasurer’s reach in Europe and other regions.