Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
#306 – Learning from Financial Fraud Series Episode 10: Learning from Deepfake Scams
Welcome to another episode of our Learning from Financial Fraud Series. In this tenth episode, we’ll look at what can be learned from a recent deepfake scam. Craig Jeffery provides his insights on the situation, the attack method, the loss, and the key takeaways.
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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52: What Is an IPO?
What is an IPO? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss IPOs. They discuss what IPOs are and how they can impact treasury departments. Listen to learn a little bit about IPOs.
Webinar: Treasury Perspectives: 2021 Survey Results | January 20
Strategic Treasurer and TD Bank’s annual Treasury Perspectives Survey polled treasury and finance practitioners on their current perspectives, plans and strategies on a range of issues: economic and geopolitical outlook, credit use and availability, COVID-19 impact, operations and benchmarks, staffing, regulation, bank relationship management, technology and more. This webinar will cover the survey’s results and will discuss the primary implications of this data for organizations in 2022 and beyond.
Webinar: Analyst Report Series: Treasury Aggregators | January 18
Treasury departments require massive amounts of connectivity both to internal and external groups. As the company meets with changes and growth, these connectivity needs result in heightened complexity. From payment types and formats to compliance and fraud, this complexity can become overwhelming for treasury staff. This webinar will discuss how treasury aggregators (TA) address these pain points by supporting efficient and controlled operations even in the midst of complexity. Additional topics will include the role of a treasury aggregator within the larger treasury technology landscape, factors affecting the future of aggregation, and leading practices for successfully implementing a TA.
#179 – Treasury News, Developments and Resources (CTMfile)
On this episode of the Treasury Update Podcast, Host Craig Jeffery sits down with CTMfile founder and editor Jack Large to discuss relevant content around treasury news, developments and resources. Listen in as they dive into the latest treasury trends and their new work together.