Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Hyperscaling Fraud vs. Building Adaptive Defenses
As fraud tactics become more sophisticated and scalable, traditional defenses must evolve with them. This white paper examines how treasury and finance teams can build a more adaptive approach to payment security by strengthening foundational practices and continually reassessing people, processes, controls, account structures, and technology as risks change.
Transaction Banking in 2026: What Your Peers Are Prioritizing Now
November 3 at 2 PM EST
Drawing on the 2026 Transaction Banking Perspectives Survey, conducted this past summer, this webinar will explore what respondents are saying about the economic environment, changing client and payment needs, emerging technologies and risks, and the broader transaction banking landscape.
1.2 CTP, FPAC, and CPE credits available.
#291 – Remote Is Dead: Hybrid Work Is the New Norm – 2024 Outlook Series with Mike Richards (The Treasury Recruitment Co)
In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Mike Richards to review and predict changes in the treasury recruiting space. Topics of discussion include job shifts post-COVID, recruiting with job boards, and the creation of your own AI bots.
The 2024 Outlook Series features interviews with treasury experts about their expectations, projections, and insights for the year ahead.
Compliance Survey Report
The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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32: What Are Intercompany Loans?
What are intercompany loans? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to consider what treasury needs to know about intercompany loans. They cover what intercompany loans are and discuss how they are typically used.
#136 – TMS Toolkit Series – Implementation: Pitfalls to Avoid
Host Craig Jeffery joins Mathilde Sanson, Chief Customer Officer of GTreasury, to discuss the final eBook of the TMS Toolkit Series, entitled Implementation: Pitfalls to Avoid. They consider this last hurdle organizations face in their journey to a new treasury management system and discuss the best way to ensure success – understanding the most common pitfalls and knowing the strategies to avoid them.
As Pandemic-Driven Fraud Increases, Firms Respond with Accelerated Adoption of Defenses
Today, Bottomline and Strategic Treasurer release the results of the 2021 Treasury Fraud & Controls Survey. This is the 6th annual survey between the long-time collaborators, whose research partnership also includes the annual B2B Payments Survey.
2021 Treasury Fraud & Controls Survey
Survey Results Treasury Fraud & Controls With your help, we've consistently found that fraud is a top ranking concern for treasury. This year, as it has become a bigger issue worldwide, we discover how your experiences and practices have changed. Has your security...