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.
#245 – Superior Practices in Client Conversion (Superior Press)
In this episode of the podcast, Craig Jeffery of Strategic Treasurer and Steve Traut, SVP of Sales at Superior Press, have a discussion on best practices in client conversion. Steve walks us through several client conversion case studies.
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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The Human Element: A Vital Part of Secure Treasury
On part 5 of the #GoStrategic series, Guest Host Alexa Cook meets up with Craig Jeffery, Managing Partner of Strategic Treasurer, to discuss why secure treasury is vital across organizations today.
09: What is Float?
Coffee Break Session Host Alexa Cook sits down with Strategic Treasurer’s Managing Partner Craig Jeffery to discuss the different aspects of float.
Webinar: Becoming “Undisruptable”: Innovative Technologies to Regain Control of Accounts Receivable Processing
Join Deluxe Corporation’s Managing Director Dave Robertson and Accredited ACH Professional Beth Bourgoin and Strategic Treasurer’s Craig Jeffery for a webinar that will discuss how Artificial Intelligence and other innovative new technologies are helping forward-thinking corporations regain control of their AR processes and protect their day-to-day operations by making them “undisruptable.”
#86 – What’s New in Cloud Adoption and Cybersecurity
On this episode of the 2020 Outlook podcast series, Host Craig Jeffery meets with Mark Tirschwell, Chief Information Officer of ION Treasury to discuss what’s new in cloud adoption and cybersecurity.