Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersGuidance and Support with Strategic Treasurer
Are you struggling to stay on top of the work due to being thinly staffed? Most companies need help to get all of the work done. Outsource your daily headaches. We are here to help lift the burden that your team is facing.
Workshop Series: AI Initiatives
October 22 at 11:30 AM EDT
Artificial intelligence is an area of high interest and increasingly important focus for treasury teams seeking to improve performance and prepare for the future. This live, three-hour workshop featuring technology and treasury experts is designed to meet the need for practical, detailed, and finance-specific insights on AI. Attendees will gain a grounded view of how AI is being applied across treasury functions, the challenges and opportunities it presents, and real-world considerations surrounding adoption. With a focus on actionable knowledge and industry relevance, this workshop will equip participants to better evaluate, plan, and execute their own AI initiatives.
3.6 CTP and FPAC credits available.
#378 – Talking Tariffs: Current Status and Investment Impacts (Federated Hermes)
Craig Jeffery talks with Damian McIntyre and John Mosko of Federated Hermes about the evolving state of US tariffs, court rulings, and their ripple effects on inflation, the Fed, and investment strategies. They explore how companies are reacting, what it means for rates, and how treasury professionals can navigate duration and asset decisions in this environment.
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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Webinar: Corporate Treasury: Requirements for Optimized Service | October 7
If the customer is always right, but their expectations change over time and by age cohort, how can we understand what optimized customer service looks like? How will that vary over time for commercial and corporate customers of banks? Service-channel preferences are shaped by task type, urgency, frustration level, and speed of response. When do customers prefer self-service, AI/chatbot assistance, or direct human interaction? With insights from the treasury and banking industries, this webinar will explore how treasury professionals can evaluate and influence these dynamics to strengthen their organization’s banking relationships and service outcomes.
2025 AI in Treasury & Finance
Survey Results AI in Treasury & Finance Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering...
#375 – Strategies for Successful Implementations: What’s Critical Beyond Technology with Deluxe
In this episode, Craig Jeffery talks with Garry Capers of Deluxe about what really drives successful treasury implementations. They explore the roles of people, process, planning, and change management, going well beyond the technology itself. How can teams ensure smoother go-lives, user adoption, and long-term impact? Listen in for practical insights and leadership-level strategy.
#374 – Treasury Talent: Hiring in a Skills Gap Era
This episode explores the widening treasury skills gap and how organizations can address it. Paul Galloway outlines the pressures of technology adoption, market complexity, and strategic demands, and what treasury professionals and hiring managers can do to keep up. From targeted hiring to “Semper Gumby” adaptability, learn how to build a future-ready team.