Consultants in Treasury

Advising individual clients. Informing the industry at large.

Live Survey: 2019 Liquidity Risk Survey

The 2019 Liquidity Risk Survey, presented with Capital Advisors Group, focuses on how treasury practitioners are evaluating current liquidity risk mitigation processes. We ask questions on macroeconomic changes and new regulations as they impact treasury. Some other topics covered in this survey are short-term investment, risk management, credit evaluation, debt, and more.

Join us in our market research and take the survey today!

#48 – Transforming Treasury: A Dose of Realism

#48 – Transforming Treasury: A Dose of Realism

How do treasurers effectively drive change across an organization? On this episode of the podcast, Craig Jeffery talks with Todd Picken, Treasurer at MassMutual to discuss the joys and opportunities of treasury transformation and how both need to be tempered with a dose of reality. From treasury operations to customer experience, they share valuable insights to help navigate real change across treasury environments. Topics of discussion center around achieving success through paying for transformation, moving the culture forward and getting technology to work. Listen in to find out more.

Exclusive Webinar: Diving into Data

During this live exclusive webinar for Treasury Ambassadors, Craig Jeffery will take an in-depth look at Strategic Treasurer’s recent survey data that has not been previously released to the public. The topics covered include supply chain finance, fraud, payments, and cash forecasting. This will include industry distinctions to provide comprehensive information to attendees. A thorough description of what our research data shows and how it can be applied to benchmarking, highlighting elements of particular interest to for a quick recognition of what is relevant and important.

Live Survey: 2019 Global Payments Survey

The goal of this survey is to obtain a complete view of the global payments environment as it pertains to the treasury and AP functions and identify which payment technologies and processes are top of mind for practitioners heading into the next several years.

Complete today to receive the exclusive results report!

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

#44 – Global Trends in Treasury Talent

Curious about treasury talent trends and how they may impact your career? Craig Jeffery interviews Treasury Talent Founder and Director Simon Lynch on shifting landscapes across the industry on a global scale. Topics of discussion cover the rise of treasury roles among non-bank lenders, the executive demand for relational soft skills in a data-driven world, and the predictions you need for a successful future in treasury.

#43 – Bank Fee Management

Does managing bank fees seem like a daunting endeavor? Strategic Treasurer’s Managing Partner Craig Jeffery sits down with Senior Treasury Consultant Stephanie Villatoro to discuss the necessity of regular management review, the importance of fee differentiation, and the value of market awareness on both an international and domestic level. Listen in to find out how to maintain proper bank fee oversight.

#42 – Key Factors of Forecasting Success

Craig Jeffery of the Treasury Update Podcast talks with Mike Zack of GTreasury on the key factors of forecasting success. With a step-by-step approach, they discuss how to systematize your forecast, avoid pitfalls, enhance global visibility and maybe even reduce fraud losses. Listen in to find out how you can better position your organization for success.

Acquiring Treasury Technology eBook

In an environment where the expectations placed upon treasury continue to grow, practitioners must learn how to develop an effective business case for acquiring enhanced technology and be able to discern one solution from another in today’s competitive technology market.

Reducing the Pain of Payments eBook – GTreasury

This eBook provides an extended look into the primary challenges associated with treasury’s B2B payment operations, including what is causing these challenges and how they are evolving over time. This resource also offers insight to the leading solutions and techniques available today for overcoming these challenges and maximizing efficiency across B2B payments workflows and procedures.

#41 – The Future of Treasury Talent

Craig Jeffery sits down with Mike Richards of The Treasury Recruitment Company to discuss the future of treasury talent and what it takes to have a successful career path. From personal branding techniques to goal-setting, they explore what treasury professionals need to know to stay visible and marketable today.