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.
#237 – 2023 Outlook Series: The Labor Market Is Broken with Tony Carfang (The Carfang Group)
In this first episode of our 2023 Outlook Series, Craig Jeffery of Strategic Treasurer talks with Tony Carfang of the Carfang Group. They discuss Tony’s outlook on the coming year, covering topics such as inflation, debt, government spending, and corporate cash.
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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2019 Global Payments Survey
This research provides a comprehensive view of the global payments environment with a focus on the treasury function and identifies which technologies and processes are top of mind now and in the coming years.
#57 – FAQs in Treasury: Round 3
On this episode of The Treasury Update Podcast, Strategic Treasurer’s Managing Director, Craig Jeffery, shares valuable insights into the most frequently asked industry questions on accounting, hedging, working capital and more.
Treasury Compliance 2019 Survey Results Webinar – Strategic Treasurer
The survey captured both the macro and micro elements of the compliance landscape that are impacting treasury, identified how new regulatory developments are being accounted for, and gained insight to the various technologies and strategies leveraged by organizations for managing compliance on an ongoing basis. This session will cover highlights from the survey and include commentary from respected industry leaders as to what this means for you.
#56 – Seismic Shifts in Higher Education and Healthcare Treasury
On this episode of Seismic Shifts in Corporate Treasury, Craig Jeffery talks to James Lock and Simon Abtalion of JP Morgan Chase about major changes and disruptions impacting today’s treasury and finance spheres, with an emphasis placed on higher education and healthcare.