Consultants in Treasury
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2025 Treasury Fraud and Controls Survey
This survey seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners from all industries are polled on their experiences. The data is compiled with multi-year data and used to educate the industry on how the fraud landscape is evolving and how practitioners can better protect themselves and their organizations against attacks.
Join us in our market research and take the survey today!
Workshop Series: AI Initiatives
October 22 at 11:30 AM EDT
Artificial intelligence is an area of high interest and increasingly important focus for treasury teams seeking to improve performance and prepare for the future. This live, three-hour workshop featuring technology and treasury experts is designed to meet the need for practical, detailed, and finance-specific insights on AI. Attendees will gain a grounded view of how AI is being applied across treasury functions, the challenges and opportunities it presents, and real-world considerations surrounding adoption. With a focus on actionable knowledge and industry relevance, this workshop will equip participants to better evaluate, plan, and execute their own AI initiatives.
3.6 CTP and FPAC credits available.
#266 – Receivables Strategy: Mastering the Move to Digital Payments (Deluxe)
In this episode, Craig Jeffery and Layne Kight discuss the definition and significance of closed loop payments, such as RTP. They discuss their processes and challenges, as well as strategies for efficiently managing diverse payment methods. Listen in to this conversation on the intricate layers of the world of payments.
Speakers:
Craig Jeffery of Strategic Treasurer
Layne Kight of Deluxe
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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#123 – 2020 AFP Security Panel Discussion: Protecting the Payments Process
On this special episode of the Treasury Update Podcast, Strategic Treasurer features its 2020 Fintech Hotseat Security Panel discussion from the AFP Virtual Conference. Moderator Doug Hartsema of the Hartsema Group interviews Chris Gerda of Bottomline, Scott Lambert of Cigna, Mohammed Al-Zraiqat of Bottomline, and Craig Jeffery of Strategic Treasurer.
Webinar: Payment Security: Assessing and Responding to an Escalating Threat
Overseeing payment security is part of treasury’s risk management function, but it can be a confusing role. What exactly is treasury’s responsibility, and what falls to other departments? This webinar will compare treasury’s role to that of a superintendent and will cover the various elements of creating and maintaining a strong defense against fraud from a treasury perspective.
Payment Fraud eBook – Strategic Treasurer & Coupa
With fraud on the rise and payment processes scattered throughout different departments, a treasurer must function as the ‘superintendent’ of payment security, overseeing the policies, controls, and practices others are putting into action. This eBook is intended to...
#122 – When the Going Gets Tough, Relationships Matter
Host Craig Jeffery speaks with Dr. Kathy King-Griswold, Associate Treasurer and Director of Treasury Operations & Compliance at the University of Rochester, on her personal journey navigating treasury challenges and opportunities amid the COVID-19 crisis. They explore the importance of relationships during disruptive events, the management of capital when income sources are severely impacted, challenges around remote work and technology, and more.