Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2026 Treasury Technology Analyst Report
This newly released version of our annual Treasury Technology Analyst Report delves into Treasury & Risk Management Systems, Treasury Aggregators, SCF and Cash Conversion Cycle Solutions, and Treasury Ecosystem. We have done the research for you! Learn more about these technologies and evaluate some of the top vendors in each industry today.
Fintech Hotseat Head-2-Head: Data Management
November 13 at 11:00 AM EST
In this Head-to-Head session, leaders will present how they help treasury normalize, move, ingest, and analyze financial data. Today, there is far more data being generated more quickly. Leveraging that data requires excellent, modern tools and solution sets.
1.2 CTP and FPAC credits available.
#229 – Staying on Top of Working Capital (Adaugeo)
Working Capital Management is usually one of the top three focus areas for treasury in any given year. This fluctuates based on a number of factors. In this podcast, Host Craig Jeffery talks with Mike Hewitt, CEO of Adaugeo Media and host of the Working Capital Summit, about the event and how working capital and SCF are areas that treasury professionals are keen to discuss.
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
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
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.