Consultants in Treasury

Advising individual clients. Informing the industry at large.
AdviseInform

Treasury Perspectives: 2019 Survey Results Webinar

Join Strategic Treasurer and TD Bank as we discuss the primary implications of the 2019 Treasury Perspectives Survey data for organizations, and elaborate on how shifting economic, technology, and regulatory landscapes will impact treasury groups now and in the future.

Supply Chain Finance: 2019 Survey Results Webinar

Join Strategic Treasurer and Kyriba in this live discussion on the main drivers enticing firms to launch and participate in SCF programs, how working capital and economic performance impact these drivers, and which factors are most important for organizations regarding the purchase, implementation, and ongoing use of SCF technology.

Live Survey: 2019 B2B Payments Survey

The 2019 B2B Payments survey seeks to better understand the shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B) payments landscape. 

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

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Industry Surveys

Industry Benchmarks

Turn-Key Webinars

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Analyst Reports

Temporary Treasury Staffing
Connectivity & Onboarding
FBAR Compliance Filing
Bank Fee Management
Leading Practices Benchmarking
Pricing Analysis
Bank Staff Training
Time to Revenue
Underwritten Industry Surveys
Leading Practices Benchmarking
Analyst Report Participation
Co-Branded Webinar Hosting
Co-Authored Content Creation
Underwritten Industry Surveys
Leading Practices Benchmarking

#25 – Compliance: Playing Catch Up

Since the financial crisis was well underway, the volume of regulations impacting treasury has been unprecedented. Are treasury groups current? Are they prepared to monitor impending regulations and emerging compliance requirements? In this episode of the podcast, Strategic Treasurer’s Craig Jeffery and Melody Hart explore some of the newer regulations and their impact: from KYC, Sanction Management, GDPR, Dodd-Frank and FBAR. Listen in on the discussion.

#24 – Becoming a Treasurer: Part 1 – How to Prepare

Part 1 in the Becoming a Treasurer series discusses How to Prepare to become a Treasurer. This podcast explores the varied and non-linear path of most treasurers and outlines two key areas a person pursuing the position of treasurer. Craig Jeffery of Strategic Treasurer is interviewed on two necessary elements for everyone preparing to be a treasurer. These include the mindset required and the varied experience or capacity. Listen in on the discussion and enjoy the entire series.

#23 – Working Capital Solutions

On this episode of The Treasury Update Podcast, Craig Jeffery, Managing Partner of Strategic Treasurer and Edi Poloniato, Global Head of Working Capital Solutions of Kyriba discuss leading practices for corporate treasury to optimize working capital with an eye to both liquidity and profit.

#21 – The OpenText Treasury Transformation Story

Ever wonder what it takes to make a treasury project an award-winning treasury project? OpenText recently won four major awards including: Alexander Hamilton, EuroFinance, Adam Smith and an AFP Pinnacle finalist. On this episode of The Treasury Update Podcast, Craig Jeffery, the Managing Partner of Strategic Treasurer discusses treasury transformation with Jon Burkhead, the Senior Director of Global Treasury at OpenText. This particular transformation included: banking relationships, treasury technology, and banking structures. Listen in as they discuss key elements of the ongoing OpenText transformation story.