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.
79: What Is Preferred Stock?
What is preferred stock? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to chat about preferred stock. They discuss why a company would want to issue preferred stock, how it’s different from common stock, and how it’s treated from a credit perspective. Listen in and learn a little bit about preferred stock.
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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#62 – The Readiness of Treasury for New Technology Disruption
On this episode of Strategic Treasurer’s Seismic Shifts in Corporate Treasury series, Podcast Host Craig Jeffery leads the discussion on new technology disruption with Seth Marlowe, SVP Strategist at Wells Fargo, Treasury Insights Consulting Group.
#61 – Understanding the Pain of Payments
Companies are facing a significant amount of payments pain as they grow and expand their global footprint. On this episode, host Craig Jeffery leads the discussion with Roger Comins, Senior Product Manager at GTreasury, on understanding these challenges and finding ways to address them, both internally and externally. Listen in to learn what is changing, why it matters and how it’s impacting organizations, treasury professionals and the end-to-end customer experience.
#60 – How to Get Stuff Done: Networking, Noise, Niceties & Nurturing Your Career
This episode details the journey of a busy treasurer juggling career navigation, skill-set maintenance, goal achievement, professional development, work/life balance and more. How does one person handle all these tasks (along with many others!), while also moving up the financial practitioner maturity model? For answers and advice, tune in to hear Lee-Ann Perkins, Assistant Treasurer at ION Geophysical, share her inspiring story and useful insights with Craig Jeffery, our podcast host and company founder. As they explore a variety of methodical and meaningful approaches to making every moment count—both in the office AND at home—be sure to follow along and learn how to better position yourself for success and fulfillment in the years to come.
2019 Treasury Compliance Survey
This research polled treasury and finance practitioners on their experiences, practices, and perspectives regarding a broad variety of compliance and bank account management operations