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.
#290 – Navigating Banking Changes – Liquidity Risk Survey Results (Allspring)
In today’s episode, Jeff Weaver and host Craig Jeffery discuss key findings from the Liquidity Risk Survey. They discuss impacts of Fed rate increases, the regional bank crisis, and movements in deposits and money funds.
Download your copy of the Liquidity Risk Survey Report here: https://strategictreasurer.com/2023-liquidity-risk-survey/
Learn more about Allspring: https://www.allspringglobal.com/
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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#168 – Payment Fraud: Rules for Security (Coupa)
Host Craig Jeffery joins Rajiv Ramachandran, Senior Vice President of Product Strategy & Management, and Ahmad Sadeddin, Director of Product Management at Coupa, to discuss concepts featured in their eBook on Payment Fraud: Assessing & Responding to an Escalating Threat. Topics of discussion center around the current situation of payment fraud, the threat levels of various types of fraud, common areas of vulnerability, and rules for compliance. Listen to this episode to learn how to protect yourself and your organization against the rise of payment fraud.
Webinar: Digital Transformation Strategy Series: Part 4 – Evaluating Tech Solution Sets
Technology solution selection projects are high stakes: Select and appropriately implement the right solution for your needs, and your company has a powerful tool to leverage for years to come – but the wrong solution for your company can ultimately become a long-term problem. The good news is that with the number of choices on the market today, there is a good fit for every customer. Finding that good fit, however, can be difficult. This webinar will outline the methods and mindsets needed for understanding your needs, evaluating the solutions on the market, and discovering which one can best help you and your team excel for years to come.
Webinar: Forget Fear: The Tech Tools that Today’s Treasurers Need Now | October 21
Perfect for any treasury team going through a digital transformation or cloud migration – or has one coming soon – this is the one webinar you need to attend to ensure you are building for the future, not the now.
#167 – Why TMS Should Be the Cornerstone of Your Treasury Transformation (GTreasury)
Host Craig Jeffery joins Ashley Pater, Chief Product Officer at GTreasury, to cover questions from their webinar on why a treasury management system (TMS) should be the cornerstone of your treasury transformation. They share valuable insights and examples on how to transition treasury operations to a modern and efficient technology stack, complete with automation and integration that allow organizations to focus on strategic tasks. Listen to find out more.