Consultants in Treasury

Advising individual clients. Informing the industry at large.
Global Recovery Monitor - May 27

Biweekly 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 two weeks 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.

COVID-19 Impact: First 8 Weeks Webinar

Comprehensive Liquidity & Supply Chain Relisience

Join Craig Jeffery of Strategic Treasurer and Vincent Beerman of Taulia for a webinar on overcoming challenges and ensuring liquidity through various levers. Topics covered will include access to debt and capital markets, AP and AR forecasting and modeling, supply chain resiliency, enhancing organizational posture through flexibility, and more.

2020 Treasury Perspectives Survey

2020 Treasury Perspectives Survey

This survey, presented with TD Bank, seeks to gauge the perspectives of finance and treasury professionals across several key areas. Primary categories of analysis include:

  • Economic and Geopolitical Outlook
  • Credit Use and Availability 
  • Treasury Operations and Benchmarks
  • Regulatory Impact and Response 
  • Bank Relationship Management

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

2020 Insurance Treasury Survey Results Report

2020 Insurance Treasury Survey Report

This brand-new survey, underwritten by Kyriba, identified the unique financial drivers, challenges, and areas of focus for insurance companies heading into 2020. Results from this survey are compared against data obtained from the broader corporate environment in order to better understand how the treasury and finance functions within insurance compared to those of other industries.

Download the report 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

#96 – Tales from the Front: COVID-19 Impact on the Hospitality Industry

#96 – Tales from the Front: COVID-19 Impact on the Hospitality Industry

Host Craig Jeffery talks with Maria D’Alessandro, Executive VP and CFO at Hospitality Ventures Management, on the hospitality industry in light of the COVID-19 shutdown. They discuss the rapidity of how this disruption unfolded and impacted the business in days. The crisis immediately altered all of the key results and measurements in the hotel business and forced many changes that were both hard and necessary to ensure the organization could survive and recover when the crisis passed. The conversation touches on financial statements, employee impacts, new risks, regulation changes and even opportunities. Listen in to this frank discussion to gain insights for managing risks and responding to immediate threats whatever industry you are in.

08: Improving Situation

08: Improving Situation

Alexa Cook and Craig Jeffery cover the seventh week’s results from the COVID-19 Impact & Response Survey. They discuss an improved economic outlook, continued concerns around health, and how organizations are shifting their priorities.

07: More Daylight but Health Issue Extends

07: More Daylight but Health Issue Extends

Alexa Cook and Craig Jeffery of Strategic Treasurer review the sixth week’s results from the COVID-19 Impact & Response Survey. These new results cover the new shifts on economic and health issues, what’s happening with finance projects involving tech firms and banks, the mindset on liquidity positions, and more.