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.
#250 – Working Capital: Thriving in Uncertain Times (LSQ & Esker)
Until recently, it was relatively easy to borrow capital and increase inventory to avoid global supply chain issues, but things have changed. While you may have been able to accurately forecast demand, were you planning for the drastic rise in interest rates that have occurred in recent months? Is your working capital plan adjusting? In this episode, Craig Jeffery, Daniel Reeve, and Brian Rieber get together to discuss the macroeconomic, geopolitical, and trade situations surrounding working capital and the financial levers you should be aware of moving forward.
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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#35 – 2019 Outlook: Supply Chain Finance Outlook
On this episode of the 2019 Outlook series, Craig Jeffery speaks with CEO and President Cedric Bru of Taulia on the continued evolution of supply chain finance.
#34 – 2019 Outlook Series: Treasury Management & Technology Outlook
On this episode of the 2019 Outlook series, Craig Jeffery sits down with Paul Higdon, Co-CTO, and Michael Kolman, Head of Business Development, of ION Treasury to discuss their expectations for 2019 on money market funds, LIBOR, the rise of open banking, predictive technology and more.
Forecasting: Setting Expectations & Achieving Results Webinar
This session will help participants understand the context of good forecasting and explore how to overcome the major issues and challenges faced by many organizations.
#33 – A Movement Towards Equilibrium: The Situation of Treasury Fraud & Controls
Craig Jeffery of Strategic Treasurer sits down with Chris Gerda, Risk and Fraud Prevention Officer and James Richardson, Head of Market Development of Bottomline Technologies to discuss the 2019 Treasury Fraud & Controls Survey Results.