Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
ACH Payment Security: Ready or At Risk
This short survey explores how corporate organizations are approaching ACH security requirements and how banks view their clients’ readiness.
Join us in our market research and take the brief survey today!
Payment Essentials: Keeping Up with Payments
October 15 at 2 PM EDT
Those responsible for payments must keep pace with accelerating developments. This fast-paced session will highlight major changes and shifts and provide a practical framework to help treasury teams stay current and respond effectively as the environment continues to evolve.
1.2 CTP, FPAC, and CPE credits available.
#311 – Corporate Spinoffs: Massive Impact for Corporate Treasury (Knife River)
In today’s podcast, Dustin Senger, Treasurer of Knife River, shares the challenges and impacts of corporate spinoffs on treasury operations. Learn about Knife River’s journey to creating more value for shareholders through a spinoff, as well as how they have handled the separation of systems from the former parent company. The conversation also covers staffing, financing, and setting up new banking structures. Listen in to learn more.
Compliance Survey Report
The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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56: What Is the Cash Conversion Cycle?
What is the cash conversion cycle? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss the cash conversion cycle. They discuss what the cash conversion cycle is and how it can be leveraged. Listen in and learn a little bit about the cash conversion cycle.
#188 – 2022 Outlook Series: Challenges Acquiring and Keeping Treasury Leadership (Raines International)
On this episode of the 2022 Outlook series, Host Craig Jeffery sits down with Allen Geller, Managing Director of Raines International, to discuss the global outlook on treasury talent. They discuss the challenges acquiring and keeping treasury leaders, market shifts with a view to staffing, hiring, and retention, and more. Listen in to this dynamic conversation to gain valuable insights on treasury talent for the year ahead.
Webinar: 2022 Treasury Fraud & Controls Survey Results | March 22
The 2022 Treasury Fraud and Controls Survey recently closed, with respondents providing valuable data on multiple elements impacting fraud and security. Practitioners were polled on their experiences with fraud in the past year and on the range of controls, safeguards, and security practices employed to protect their financial assets and information. This webinar will highlight and discuss some of the key findings from this year’s research.
#187 – Open Banking APIs Enhance Analysis Through Machine Learning-Powered Search (Trovata)
Host Craig Jeffery sits down with Joseph Drambarean, Chief Technology Officer at Trovata, to discuss how open banking APIs enhance financial analysis through machine learning-powered search. They share valuable insights on how your organization can break free from the grid by reducing manual workflows through automated data aggregation, so you can focus on strategic analysis that drives value for your business.