Consultants in Treasury

Advising individual clients. Informing the industry at large.
Global Crisis Monitor - Aug 5 - Sep 2

Monthly Crisis Response & Economic Recovery Survey

The Global Recovery Monitor provides rapid exploration and response reporting on major factors impacting treasury and finance organizations. This effort is supported by the Treasury Coalition which consists of leading solution providers leveraging their networks to ensure comprehensive results for the good of the profession.

We will release a new iteration of this micro-survey every month along with the previous survey’s results so that together we can monitor the situation and best support our organizational responses.

Visit for ongoing surveys and results.

Reducing Fraud in Your Payables: A Virtual Approach - Strategic Treasurer & Comdata Webinar

Reducing Fraud in Your Payables Webinar

Thursday, August 27 at 2:00 PM Eastern Time

This session covers the current fraud situation, what payment platforms are doing to secure the various endpoints, and options for companies to reduce the surface area of attack on their own. The principles covered will apply to all payment types, while a more detailed review of areas where the virtual approach applies will be explored for ACH and Card payments.


Without proper training and testing, employees represent a massive vulnerability in your defenses against fraud. Ensure they understand how to identify and protect against all forms of attacks.

Strategic Treasurer offers a cloud-based program, designed to reduce the risk of corporate payment fraud by educating interdepartmental staff on common approaches to fraud, areas of organizational vulnerability, and leading practices for increased controls within a complete treasury security framework.

2020 AP/AR Processing Survey

2020 Modernizing AP/AR Processing

This survey, underwritten by Deluxe, looks at various practices and plans for modernizing and automating AP and AR processes. The influence of recent disruptions, calibration of various pain points that drive change, and other motivators to upgrade AP and AR processes will be examined. Areas of analysis include:

  • Impact of COVID-19 on making and receiving payments
  • Findings in current environment related to a remote workforce and business continuity
  • Biggest pain points of operating in this environment
  • Migration goals and impediments to achieving them
  • Commitment and challenges to migrate to more digital AP/AR processes

Join us in our market research and take the survey 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

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

#105 – A Dialog on Cybersecurity

#105 – A Dialog on Cybersecurity

Host Craig Jeffery has a crucial conversation with Royston Da Costa of Ferguson plc on how cybersecurity has escalated in importance over the past few years as criminals have become more automated, persistent and patient with larger financial payouts for their crimes.

13: Work from Home Challenges

13: Work from Home Challenges

Craig Jeffery and Alexa Cook cover the 12th period results from the Global Recovery Monitor. Top headlines include significant challenges in the work from home environment, vendor payments slowing down, organizational outlook on liquidity positions, economic improvements, and health and financial normalcy.

#104 – Wirecard: What Treasury Groups Must Learn

#104 – Wirecard: What Treasury Groups Must Learn

Special Host Meredith Zonsius interviews the author of The Strategic Treasurer: A Partnership for Corporate Growth, Craig Jeffery, on the Wirecard scandal. They discuss what led to this event, the early warning signs, and what treasury groups and C-Suite executives should learn from this situation.

17: What are Common Payment Types?

17: What are Common Payment Types?

Coffee Break Session Host Alexa Cook talks with Stephanie Villatoro, Senior Consultant at Strategic Treasurer, to discuss how common payment types have changed over the last few decades, the various shifts taking place across the corporate’s use of them today, and more.