Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
#258 – Navigating New Reporting Requirements and Financial Transparency: Beneficial Ownership Information Reporting (BOI)
Staying current with the reporting obligations is essential to avoid penalties and legal consequences. Today, we will hear from Craig Jeffery and Jason Campbell on Beneficial Ownership Information (BOI) reporting, a newly implemented reporting requirement that necessitates the disclosure of beneficial ownership interests. This filing is distinct from previous reporting obligations. Listen in and let us know your top thoughts and questions regarding BOI.
Compliance Survey Report
The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
Precision & Power: The Role of AI in the Modern Treasury
This ebook provides treasury professionals with a foundational understanding of artificial intelligence and its practical implications for finance. Designed for those looking to engage with AI in practical ways that meaningfully and safely support business functions, this first installment in our series on AI offers clear explanations of key concepts and subtypes, including machine learning, generative AI, and agentic AI.
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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#64 – Seismic Shifts in Corporate Treasury Series: Open Treasury
On this episode of the Seismic Shifts in Corporate Treasury series, Host Craig Jeffery talks with Tracy Kantrowitz, VP and Chief Marketing Officer at TreasuryXpress to examine these data challenges in light of Open Treasury – the ability to seamlessly connect systems and data.
#63 – Becoming a Treasurer, Part 7: Adaptation and Overcoming Blind Spots
On this episode of the Becoming A Treasurer series, Craig Jeffery examines some common blind spots and identifies methods of effectively compensating for these deficiencies to position treasurers for success.
Investing Implications: Fed Actions and Technology Shifts Webinar – Morgan Stanley
From shifting plans regarding rate changes to quantitative easing and mixed messages from the FED to other central bank activities of the ECB and BOJ, corporate investors are looking to understand the implications of these activities across the globe. Concurrently, radical shifts are underway with technology for finance impacting treasury and corporate investment teams. From APIs to RPA and Machine Learning, the impact and implications for connectivity, visibility and liquidity management are striking. This webinar examines the major shifts and implications for treasury/investors. Experts from Morgan Stanley and Strategic Treasurer team to provide a fast-paced dialog focused on Investing Implications.
#62 – The Readiness of Treasury for New Technology Disruption
On this episode of Strategic Treasurer’s Seismic Shifts in Corporate Treasury series, Podcast Host Craig Jeffery leads the discussion on new technology disruption with Seth Marlowe, SVP Strategist at Wells Fargo, Treasury Insights Consulting Group.