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!
AI in Treasury Survey Results
September 10 at 2 PM EDT
AI is quickly shifting from a talking point to a practical force within treasury and finance. Strategic Treasurer’s AI in Treasury Survey investigated this shift, examining current adoption levels, readiness, expected use cases, staffing impacts, and more. This webinar will walk through key findings from the results, offering timely and practical insights on how your peers are evaluating, implementing, and expanding their use of AI across treasury and finance functions.
1.2 CTP and FPAC credits available.
#348 – Career Accelerators and Pathways
In this episode, Craig Jeffery hosts Elisabeth Constantin from ABREO Executive Services and Royston Da Costa, Assistant Treasurer at Ferguson, to discuss career accelerators and pathways for treasury leaders. They explore various strategies for advancing careers, such as board service, academia, mentorship, and profile diversification. Elisabeth emphasizes the importance of exit planning and balancing personality development with skill optimization. Royston highlights both traditional and new career pathways in treasury. Listen in for a fresh perspective on professional growth and leadership.
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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#326 – Surety for Treasurers (Rosenberg & Parker)
In this episode, Craig Jeffery and Jack Rosenberg discuss surety for treasurers, highlighting its difference from insurance and its key use cases. They cover the challenges surety helps solve, its evolution, and why it’s more relevant for treasurers today. The conversation also touches on practical examples and its growing importance in various sectors. Listen in to learn more.
Webinar: Demystifying ISO 20022: The Future of Payment Formats | November 7
As ISO 20022 emerges as the global standard for financial messaging, understanding it has become essential for corporate treasury professionals. This webinar will dive into the intricacies of the XML ISO20022, exploring its advantages over traditional formats, its role in modern payment ecosystems, and how it enriches data and enhances interoperability. We’ll discuss the transition from older formats, the implications of adopting ISO 20022 for treasury operations, and leading practices for implementation. Join us as we explore how to leverage the capabilities of this format for improved cash management and operational efficiency.
119: What Are Surety Bonds?
In today’s episode, we’ll hear from Jack Rosenberg of Rosenberg & Parker on surety bonds. What are they, and are they like insurance? Who are the involved parties, and what are the most common use cases? Tune in to find out.
#325 – Blockchain – The Great Hope for KYC with Royston Da Costa
In this episode, Craig Jeffery and Royston Da Costa discuss blockchain’s potential for revolutionizing KYC. They cover its benefits, limitations, and how it could enhance transparency. Craig reviews past tech predictions, and Royston shares his outlook on when blockchain might fully deliver on its promise, along with real-world examples.