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.
#281 – Generative AI in Treasury: A Dialog with Deluxe (Deluxe)
In today’s podcast episode, we’ll hear a discussion between Craig Jeffery and Yogaraj Jayaprakasam on the transformative power of generative AI in treasury. They discuss generative AI’s transformative impact on communication, reasoning, and domain-specific applicability, as well as how Deluxe is looking at the adoption of AI.
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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#118 – Finance as a Strategic Partner
Host Craig Jeffery joins Anita Mehra, VP of Global Financial Services at Microsoft, to discuss ways to support customers and key partners in the most critical times, innovative approaches for business and personal growth, and recommendations to ensure adaptability and resilience across organizations.
Webinar: Efficiencies in Payables
This session will cover areas for improving efficiencies in payables from regular operational improvements to strategic shifts. Since we know that defects and errors are the most costly and biggest impediment to improving efficiency the dialog will emphasize tactics used to reduce errors. Finally, having a continuously improving standard is key for maintaining focus on improvements in payables.
#117 – Stories from the Front: Escalating Fraud Attacks
Craig Jeffery speaks with Corporate Payment Expert Nithai Barzam, COO at nsKnox, on cybersecurity for payments and financials, fraud tactics and trends, system and infrastructure vulnerabilities, and advanced solutions to verify suppliers and prevent payment fraud. Listen in to learn how to protect your organization from cybercriminals.
16: Two Steps Forward, One Step Back, and Two Steps Sideways
Craig Jeffery and Alexa Cook of Strategic Treasurer explore the new release of period fifteen of the Global Recovery Monitor. This monthly update centers around the steady improvement of organizational liquidity, escalation of cyberfraud, changes to top concerns, and the current outlook on health and the economy.