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.
#356 – Learning from Literature: Understanding What You Don’t Know
In this episode of the Learning from Literature series, Craig Jeffery reflects on wisdom from Socrates and Plato, exploring the power of humility, openness, and restraint. What do these ancient insights reveal about effective treasury leadership and communication today? Listen in to uncover how thoughtful silence and curiosity can elevate your professional impact.
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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Leading Practices in Treasury eBook
This second installment in the Professional Development Series delves into leading practices for treasury's daily tasks. In this ebook, both new and experienced treasury professionals will find practical, focused recommendations and considerations to help hone their...
#339 – Treasury Aggregators: As the World Gets Larger, How Can We Make It Get Smaller?
Craig Jeffery and Paul Galloway discuss the evolving role of treasury aggregators (TAs) in today’s connected world, including their function, the use of networks, APIs, and host-to-host (H2H) connections. Key topics include payment security, the future of SWIFT, and whether the expansion of APIs will support TAs or pose an existential challenge.
125: What Is Data Science?
In this episode, Christin Cifaldi dives into the world of data science — what it is, how it empowers businesses to make informed decisions, and the tools and technologies driving the field. Listen in to explore how data science sets itself apart from traditional statistics and its growing impact on strategy and operations.
#338 – 2024 Treasury Year in Review
Craig Jeffery reflects on 2024’s key treasury developments, including advancements in APIs and AI, major private equity investments in FinTech, and shifts in global markets. Inflation is easing, regulations are evolving, and supply chains are stabilizing. Listen to learn more.