Consultants in Treasury
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GENIUS Act Survey Report
Thank you to all of those who participated in our GENIUS Act flash survey. This survey provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.
Treasury and Risk Management Systems
January 15 at 2:00 PM EST
Join us to explore how developments in AI, automation, and integration are enhancing performance, visibility, and control, and gain insight into how a TMS can strengthen your organization’s efficiency and decision-making.
1.2 CTP, FPAC, and CPE credits pending.
#273 – Learning from Financial Fraud Series Episode 7: Understanding “Pig Butchering”
The criminal playbook is constantly evolving, and in this episode, we ask what exactly “pig butchering” is. Learn how scammers build trust, offer fake investments, and manipulate victims into virtual currency schemes. While this is primarily a tactic that has been used against individuals, this matters to corporate treasurers because these tactics can easily be adapted to corporate fraud. Listen in as Craig Jeffery walks us through the steps criminals are taking and what you can do to spot suspicious activity.
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: Technology Developments & Disruptions: Separating Opportunity from Hype
Organizations and finance staff must improve consistently in order to stay competitive, and competitiveness almost always requiring leveraging technology. In this panel discussion, the conversation focuses on the most promising technologies that are in play now and are seeing increasing adoption in finance. How should organizations move forward with technology (staying current, learning, piloting, expanding), and how should a finance professional respond personally to the opportunity and risk of disruptive technology? Which technologies will eat another’s lunch? What is driving the focus on forecasting? What is actually current in data analytics?
Webinar: Measuring the Recovery
In response to the COVID-19 global pandemic, the Treasury Coalition formed to assist treasury and finance professionals in examining the impact the industry. Through weekly, biweekly, monthly, and now bi-monthly surveys, data has been collected, analyzed, and distributed for the good of the industry. Specifically, the survey looked to gather concerns, response plans, and monitor economic preparations and impact changes throughout the pandemic life cycle. This webinar will review the results to date, dive into cross cuts of the data, and discuss what organizations can do as we recover.
#129 – 2020 AFP Technology Panel Discussion
On this special episode on technology from the 2020 AFP Virtual Conference. Moderator Tom Gregory of TD Bank interviews Todd Yoder of Fluor Corporation, James Lock of J.P. Morgan Chase, Dr. Wolfgang Kalthoff of Coupa, and Craig Jeffery of Strategic Treasurer on the value of new technology and its potential future place in treasury management.
#128 – 2020 Treasury in Review
Craig Jeffery, Managing Partner of Strategic Treasurer, give us the 2020 year in review. As the new year approaches, he discusses the implications of activities to combat the virus that wreaked havoc earlier in the year for most areas of the economy and cover some elements of recovery while looking ahead to 2021.