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.
#269 – AI’s Current and Future Impact on Treasury (Ferguson)
Have you been staying up to date on how artificial intelligence is transforming the landscape of treasury operations? Join us in today’s discussion as we explore AI’s current and future impacts with Royston DaCosta, Assistant Treasurer of Ferguson PLC, and gain insights into technology’s evolving role in shaping the finance world.
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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#93 – How the COVID-19 Crisis is Reshaping and Accelerating Regulations and Compliance
On this episode of the 2020 Outlook series, Craig Jeffery talks with Tom Leitch, Vice President and Chief Operating Officer and Ian McNaughton, Head of Product UK, at TreasuryXpress to discuss how the COVID-19 crisis is reshaping and accelerating regulations and compliance.
05: Economic Distancing and Lockdown Length
Craig Jeffery and Alexa Cook explore the fourth week of results from the COVID-19 Impact & Response Survey. This new wave of responses reveals major issues impacting our industry.
12: What is a Data Lake?
Coffee Break Session Host Alexa Cook joins a Zoom meeting with Strategic Treasurer’s Managing Partner Craig Jeffery to discuss data lakes. They provide an overview of data lakes and describe its different uses.
Best Practice TMS Replacement with BELLIN – FinTech HotSeat
Best Practice TMS Implementation Expert Interview Implementing a Treasury Management System is inevitably challenging, but approaching it carefully and following best practices can help your organization get the most out of the system you’ve invested in and can help...