Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2026 Treasury Technology Analyst Report
This newly released version of our annual Treasury Technology Analyst Report delves into Treasury & Risk Management Systems, Treasury Aggregators, SCF and Cash Conversion Cycle Solutions, and Treasury Ecosystem. We have done the research for you! Learn more about these technologies and evaluate some of the top vendors in each industry today.
Head-2-Head: Cash Dashboards and Analytics
April 7 at 11 AM EDT
This Head-2-Head session will look at how challenging issues can be solved with powerful analytics and flexible cash dashboards. See how modern technology platforms give a comprehensive view with dimensional flexibility for faster “self-serve” and “self-discovery” of the data that matters.
1.2 CTP and FPAC credits available.
#285 – 2023 Treasury Year in Review – Setting the Stage for the 2024 Outlook Series
We are excited to bring you our sixth annual Outlook Series on the Treasury Update Podcast. In this series, we bring you interviews with treasury experts about their expectations, projections, and insights for the year ahead. Today, we’ll hear from Craig Jeffery, Managing Partner of Strategic Treasurer, as he sets the stage by retrospectively examining the key trends and challenges encountered by treasury departments in 2023.
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
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
Financial Risk Management
Treasury Technology
Working Capital Optimization
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
Analyst Reports
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Webinar: Payments Management – Achieving Scale and Efficiency
Organizational growth is a good thing, but scaling up isn’t always easy when it comes to payments. Significant efficiency is often necessary to support this growth and keep things running smoothly and securely. This webinar will explore the use of technology and outsourcing for achieving scale and efficiency without compromising safety. Specific topics discussed will include the following:
-Easy of deployment
-Scaling through outsourcing
-Building efficiency throughout the entire payable process
Webinar: Reducing the Complexity of Payment Landscape
When it comes to payments, many companies are finding the risk of fraud and the importance of efficiency both reaching higher levels than ever. Digitizing payments can bring relief on both fronts by driving payments through a streamlined, secure channel. This webinar will discuss the ways in which a secure payments solution reduces the complexity of the payments landscape, simultaneously increasing efficiency and reducing the fronts of defense and the number of vulnerabilities.
#148 – Banking and Treasury: Continual Redesign as a Mindset (Synovus)
Host Craig Jeffery sits down with Seth Marlowe, Senior Director and Head of Treasury Strategy at Synovus, to discuss the concept of continual redesign as a mindset with a view to banking and treasury. Topics of discussion center around digitalization of receivables and payments, the future of banking, new technology solutions and more. Listen in to this conversation for valuable insights into the banking world.
37: What Is Netting?
What is netting? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss netting. They discuss what netting is, what different types of netting there are, and some benefits of netting. Listen in and learn a little bit about netting.