Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2025 AI in Treasury and Finance Survey
Artificial intelligence (AI) has been a hot topic in treasury for the past few years. This short survey is intended to capture the current AI use for treasury activity, as well as future plans. In this year’s edition, we are expanding the coverage to include the use of AI agents or Agentic AI. The survey will distinguish between corporate users and the banking/fintech community. Those who participate in this survey will receive a more detailed report than what is generally available.
AI in Treasury: The Next Evolution
June 12 at 2PM EDT
Discover how generative AI is set to transform accounts payable, accounts receivable, cash application, and other processes—and what that means for treasury strategy. This session will spotlight the practical and visionary sides of AI’s role in finance, offering a forward-looking perspective tailored for treasury professionals.
1.2 CTP and FPAC credits available.
129: What Is Fiscal Stimulus?
In today’s episode, we’ll hear from Craig Jeffery on fiscal stimulus. What is it, and what is its purpose? How does it impact the economy, finance, and treasury? Listen in to learn about common tools and how fiscal stimulus is funded.
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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#336 – CBDCs vs. Fiat Currency: The Future of Digital Payments with Royston Da Costa
In this episode, Craig Jeffery and Royston Da Costa explore the role of CBDCs in improving payment processes, offering real-time tracking, reducing delays, and complementing fiat currencies. They discuss how CBDCs provide a regulated alternative to cryptocurrencies. Listen in to learn more.
#335 – Learning from Financial Fraud Series Episode 14: $230M USD Social Engineering Theft
Welcome to another episode of our Learning from Financial Fraud Series. In this fourteenth episode, Jonathan is joined by Craig Jeffery to examine one of the largest cryptocurrency thefts in history. Craig walks us through the attackers’ methods, how they exploited human vulnerabilities, the losses, and the critical lessons organizations can learn to protect against similar scams.
Webinar: AP Automation Readiness Survey Results | January 16
Strategic Treasurer and Deluxe’s 2024 AP Automation Readiness Survey polled corporate practitioners on the AP industry’s pain points, concerns, plans and processes, especially with regard to automation. AP automation has been a goal for organizations for many years, but companies now need to reassess where they stand and how to proceed in the current landscape. In this webinar, we will discuss the key findings from the results of the survey, offering a current view of your peers’ experiences, challenges and plans surrounding AP automation.
Webinar: Treasury & Risk Management Systems | January 8
As treasury’s central workstation, the treasury management system (TMS) streamlines core tasks and offers a central dashboard where treasury can manage its operations. This webinar will cover the current TMS landscape, innovations, challenges driving adoption, and leading practices for selection and implementation. Join us to learn how emerging technologies such as AI, ML, APIs, and microservices are impacting the TMS space, and gain a better understanding of how a solution might support your team and how to move forward in a selection or implementation process.