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.
110: What Is a Botnet?
In today’s podcast, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, on the topic of botnets in cyber security. What is a botnet, and what role does it play in the security landscape? 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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Webinar: Effective Bank Account Management | December 8
As companies grow, acquire, and make various other changes, their banks and accounts tend to increase. The more banks and accounts, the harder it becomes to maintain complete and timely visibility into and proper control over cash flows. This can present various challenges and vulnerabilities, making effective bank account management an important topic for treasury departments today. In this webinar, Strategic Treasurer and TIS will discuss common issues, security risks, innovative solutions, and effective practices for bank account management in today’s environment.
#176 – Seismic Shifts in Healthcare (J.P. Morgan)
On this episode of the podcast, Host Craig Jeffery sits down with Drew Emrich and Julia McAllister, Executive Directors of J.P. Morgan, to discuss seismic shifts in the healthcare industry. They dive into a range of topics, including healthcare consumerism, shifts in care delivery models, growing adoption of data analytics and artificial intelligence, and more. Listen in to this dynamic conversation.
50: What Are Treasury Dashboards?
What are treasury dashboards? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss treasury dashboards. They cover what dashboards are and how they can be leveraged in treasury departments. Listen in and learn a little bit about treasury dashboards.
#175 – Effective Bank Account Management (TIS)
Host Craig Jeffery catches up with Jon Paquette, Senior Financial Solutions Expert at Treasury Intelligence Solutions (TIS), to discuss how to protect the doors to your most liquid assets. Topics of discussion center around the essentials for managing bank accounts effectively, common issues companies are facing today, innovative solutions for cash flow visibility and more. Listen in to find out how to position your company for financial success.