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.
Savvy Treasury Teams Are Getting AI-Ready. Here’s How.
August 19 at 2PM EDT
With generative AI expanding and autonomous “agents” gaining initial traction, finance teams are quickly adapting. For corporate treasurers, this isn’t a distant concern. It is an immediate opportunity. Are you ready to take advantage of it?
In this webinar, we’ll introduce a practical AI readiness checklist designed for forward-thinking treasury teams. You’ll leave with clear steps to evaluate your internal processes, assess your vendor ecosystem, and begin unlocking the value of AI with the data and systems you already have.
1.2 CTP and FPAC credits available.
#246 – Becoming a Treasurer Series, Part 25: Languages of Finance: Controllers
In the Language of Finance sub-series of the Becoming a Treasurer series, we will look into different terms that should be understood in order to communicate effectively with the rest of your treasury team and with others. In this episode, Craig Jeffery and Jason Campbell discuss some important questions regarding controllers. How does the language of a controller differ from the language of treasury? When do controllers, accounting groups, and treasury need to work together? Listen in to find out.
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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#89 – Forecasting the Future of Treasury with 2020 Vision
On this episode of the 2020 Outlook podcast series, Host Craig Jeffery sits down with Tracey Ferguson Knight, Director of Solution Engineering at HighRadius to discuss forecasting the future of treasury. They unveil the top focus area for treasurers in 2020 and discuss how to profitably overcome its biggest pain point.
01: A Special Podcast Series Amid COVID-19
Special Host Meredith Zonsius sits down at a socially safe distance with Managing Partner Craig Jeffery of Strategic Treasurer to discuss the launch of the series, Global Crisis Monitor.
10: What is a Controller?
What is a controller? Coffee Break Session Host Alexa Cook talks with Kyle York, Corporate Controller at Commercial Contracting Corporation, to discuss the roles of a controller.
#88 – Protecting Against Fraud
Host Craig Jeffery joins Chris Gerda, Risk and Fraud Prevention Officer of Bottomline Technologies to discuss the results and strategies from the 2020 Treasury Fraud & Controls Survey. Topics of discussion center corporate fraud concerns, security spend, hacking tactics, criminal innovation and more key findings.