Consultants in Treasury
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State of Corporate Payment Supervision
This flash survey explores where payment ownership truly resides and how companies are approaching this critical function. In less than five minutes, you can share your perspective, contribute to the profession, and gain insight into how others are managing this essential role.
Results will be released at our Superintending Payments Workshop on March 11. Survey is only open until Noon Eastern on Monday, March 9.
Join us in our market research and take the survey today!
Workshop Series: Superintending Payments
March 11 at 11:30 AM EDT
This live, three-hour workshop will examine the treasurer’s role as superintendent of payments, covering real-time payment rails such as RTP and FedNow, approaches to strengthening payment security, and key considerations in managing cross-border payments and FX activity. Attendees will gain practical frameworks for overseeing payments and strengthening organizational control and efficiency in a rapidly evolving environment.
3.6 CTP credits pending.
#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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Webinar: Harnessing the Power of Treasury Data | November 2
Join Craig Jeffery from Strategic Treasurer and Juan Saudino of HighRadius as they discuss the power of data and how it is transforming the treasury.
#170 – Payment Fraud: Stacking Your Defensive Line (TIS)
Host Craig Jeffery catches up with Jon Paquette, Senior Financial Solutions Expert at Treasury Intelligence Solutions (TIS), to discuss the concept of stacking your defensive line against payment fraud. They dive into a discussion on the importance of payment security, protection layers, points of intrusion, mitigation strategies and more. Listen to find out how to better protect your organization against payment fraud.
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