Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
#283 – AR Survey Results: Is Your Business Facing AR Challenges? (Corcentric)
In today’s episode, Craig Jeffery discusses key pain points in AR with Bryan Way from Corcentric. They address challenges in payment timing and invoicing processes, emphasizing the importance of better visibility and forecasting. They also discuss key considerations when deciding to build or buy a solution, with a reminder to focus on results over software solutions.
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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Webinar: Payment Security: Assessing and Responding to an Escalating Threat
Overseeing payment security is part of treasury’s risk management function, but it can be a confusing role. What exactly is treasury’s responsibility, and what falls to other departments? This webinar will compare treasury’s role to that of a superintendent and will cover the various elements of creating and maintaining a strong defense against fraud from a treasury perspective.
Payment Fraud eBook – Strategic Treasurer & Coupa
With fraud on the rise and payment processes scattered throughout different departments, a treasurer must function as the ‘superintendent’ of payment security, overseeing the policies, controls, and practices others are putting into action. This eBook is intended to...
#122 – When the Going Gets Tough, Relationships Matter
Host Craig Jeffery speaks with Dr. Kathy King-Griswold, Associate Treasurer and Director of Treasury Operations & Compliance at the University of Rochester, on her personal journey navigating treasury challenges and opportunities amid the COVID-19 crisis. They explore the importance of relationships during disruptive events, the management of capital when income sources are severely impacted, challenges around remote work and technology, and more.
25: What Is Global Expansion?
Host Alexa Cook catches up with Stephanie Villatoro, Senior Consultant at Strategic Treasurer, to discuss what global expansion is and the implications it has for treasury. They discuss some considerations for treasury to keep in mind when expanding globally and cover relevant differences between countries.