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.
#253 – Prioritizing Payment Principles: A Dialog on Virtual Card in Context (Mastercard & Corpay)
What point of emphasis for payments should a corporate payment professional focus on in 2023? In this podcast, Anthony DeBellis, VP of Product Management at Mastercard, and Mark Penserini, VP of Partner Management at Corpay talk with Craig Jeffery and share their thoughts on payment security, access to cash, and virtual cards. 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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#102 – Becoming a Treasurer, Part 9: Risk Management Concepts
On this episode of the Becoming a Treasurer series, Special Host Meredith Zonsius catches up with Craig Jeffery, Managing Partner of Strategic Treasurer, on both the conceptual and technical side to risk management.
16: What is Debt Compliance?
Coffee Break Session Host Alexa Cook meets up with Senior Consultant Melody Hart of Strategic Treasurer Senior Consultant to discuss the foundational elements of debt compliance.
#101 – Technology: Experimentation and Perspectives
Host Craig Jeffery catches up with Todd Yoder, Global Director of Treasury at Fluor Corporation, to discuss the experimentation and perspectives on newer technology. They take a closer look at how artificial intelligence and other innovative technologies are being leveraged to add profitable value to treasury today.
11: Signs of Improvements: AR, Orders, & Liquidity
Host Meredith Zonsius checks in with Alexa Cook and Craig Jeffery on the tenth period’s results from the Global Recovery Monitor. They cover insightful results from the micro-survey revealing signs of improvements with view to organizational liquidity, AR, orders, and economic shifts around the globe.