Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
WORKSHOP & PRIVATE SESSION
Are you doing FBAR right?
If your answer isn’t a clear yes, this exclusive workshop is for you! Gain clarity through a 90-minute virtual session with a small group, followed by a 60-minute private consulting tailored to your situation.
Thriving as a Treasurer Amid Economic Volatility
July 15 at 2PM EDT
In a world shaped by central bank decisions, labor market shifts, and evolving trade dynamics, businesses are facing increasing volatility. While the future remains uncertain, standing still is not an option. How can treasury teams rise to the occasion? Join this webinar to explore practical insights and strategies that empower treasury professionals to adapt, stay effective, and support their organizations through turbulent times.
1.2 CTP and FPAC credits available.
89: What Is Counterparty Risk?
In today’s Coffee Break Session, Jason Campbell and Craig Jeffery have a conversation on counterparty risk. They delve into the fundamentals of counterparty risk, its significance to businesses, and effective management strategies. Are you equipped to safeguard your business from these potential pitfalls? Listen in to learn more.
Cash Forecasting & Visibility Survey Report
Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon?
This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.
Bank Connectivity: Navigating Complexity in a Hybrid World
This ebook helps explain the key aspects of bank connectivity and address some critical changes that are occurring while providing practical and strategic guidance to those charged with connecting to the outside world.
Download your copy today!
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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16: Two Steps Forward, One Step Back, and Two Steps Sideways
Craig Jeffery and Alexa Cook of Strategic Treasurer explore the new release of period fifteen of the Global Recovery Monitor. This monthly update centers around the steady improvement of organizational liquidity, escalation of cyberfraud, changes to top concerns, and the current outlook on health and the economy.
23: What Is Open Treasury?
What is open treasury? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner Craig Jeffery to discuss the foundational elements of open treasury. They explore the purpose behind it, how it can be leveraged, and why it is important.
2020 Treasury Perspectives Survey
Survey Results Treasury Perspectives For the 3rd year running, Strategic Treasurer and TD Bank are proud to present the findings from the Treasury Perspectives Survey with data from over 300 respondents operating primarily across North America and Europe. This annual...
#116 – Becoming a Treasurer, Part 14: Learning from Literature: Measurements. Lewis Carroll
Host Craig Jeffery continues the Learning from Literature subseries expanding upon Lewis Carroll’s Alice’s Adventure in Wonderland. This illustration focuses on measurements with view to benchmarks, standards of good corporate conduct, and world-class practices. Listen in to learn how to successfully set measurements through the lens of literature.