Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2025 Treasury Fraud and Controls Survey
This survey seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners from all industries are polled on their experiences. The data is compiled with multi-year data and used to educate the industry on how the fraud landscape is evolving and how practitioners can better protect themselves and their organizations against attacks.
Join us in our market research and take the survey today!
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.
#227 – Top AP Challenges All Center Around Efficiency: 2022 B2B Payments Survey Results (Bottomline)
Join this discussion as host Craig Jeffery sits down with Paul McMeekin for a conversation on reducing fraud and enabling payments for businesses. They also cover several key points from the 2022 B2B Payments Survey report.
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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#9 – Stand Up Straight: A Proper Posture on Cyber Security
Craig Jeffery, Strategic Treasurer’s Managing Partner, continues the conversation with Craig Calle a former banker and CFO now founder of the security firm SourceCalle. This session builds upon their first podcast called: Understanding the 2nd chapter of the cloud.
A Deeper Dive into Tax Credits: Evaluating Use Cases for Tax Equity Investments
This webinar will examine the scenarios in which organizations can leverage tax equity investments to reduce their tax liability, generate multi-year returns on capital, and create impactful PR opportunities while benefitting and supporting their communities in the process. The event will be co-presented with Monarch Private Capital. 1.2 CTP and FP&A re-certification credits will be given for attendance.
#8 – The Moral Reason for Security
In this podcast, Craig Jeffery caught up with Mark Cuneo in our offices again. This time it was to dissect what he means by the moral reason for security.
The Why and How of Securing Treasury and Payments
This webinar will first explore the dramatic increase in fraud that we have witnessed within the financial environment and how new technologies have given way to the creation of more sophisticated criminal techniques. Next, we will identify common areas of exposure that exist within organizations today and finally, analyze specific methods and strategies that financial practitioners can employ to protect themselves. The event will be co-sponsored by PDG. 1.2 CTP and FP&A re-certification credits will be given for attendance.