Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Bank Connectivity: Navigating Complexity in a Hybrid World

NEW | Bank Connectivity: Navigating Complexity in a Hybrid World

Connectivity has become increasingly important to more organizations. The rate of change in some companies, coupled with technological shifts, is requiring most commercial and corporate-sized organizations to review and update their strategies for connectivity. For a connectivity-heavy department like treasury, understanding what is happening and how to approach it is vital.

This ebook will help 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.

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors

From Tariffs and Chaos to Control

March 27 at 11AM EDT

This discussion will highlight the results of the recent and timely research conducted by Strategic Treasurer and Bottomline. Expert speakers will discuss the survey data and what treasurers and CFOs should be considering and doing to improve cash visibility and risk management in uncertain times.

1.2 CTP credits pending.

#348 – Career Accelerators and Pathways

#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.

Treasury Fraud & Controls

AP Automation Readiness Survey Report 

This rapid research survey, sponsored by Deluxe, gathered information on the AP industry’s pain points, concerns, plans, and processes, focusing on automation. More than 100 corporate treasury and finance professionals participated in this research by answering twenty survey questions.

Access the key findings from this research today!

Treasury Fraud & Controls

2024 Treasury Technology Analyst Report

Our latest Treasury Technology Analyst Report is now available! Get the latest on top treasury technology solutions right here. Researching new treasury and finance technology can be overwhelming. Strategic Treasurer has stepped in to help. Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage within.

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

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Industry Surveys

Industry Benchmarks

Turn-Key Webinars

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Analyst Reports

Temporary Treasury Staffing

Connectivity & Onboarding

FBAR Compliance Filing

Bank Fee Management

Leading Practices Benchmarking

Pricing Analysis

Bank Staff Training

Time to Revenue

Underwritten Industry Surveys

Leading Practices Benchmarking

Analyst Report Participation

Co-Branded Webinar Hosting

Co-Authored Content Creation

Underwritten Industry Surveys

Leading Practices Benchmarking

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Webinar: Staying Ahead: Protecting Banks & Corporate Clients Against B2B Fraud | March 11

Webinar: Staying Ahead: Protecting Banks & Corporate Clients Against B2B Fraud | March 11

Criminals are becoming increasingly sophisticated and adept at using better tools to commit fraud and steal funds from corporations. This webinar will look at the playbook of criminals and zero in on some key security methods used by companies and banks to protect their payments and accounts. The defenders’ playbook covers many techniques, and this webinar will explore several next-gen defenses, including control over bank letters and broader positive payment services (beyond checks). The discussion will increase participants’ understanding of how they can impair the ability of criminals to harm both banks and their corporate clients by building a more robust security footing. This fast-paced webinar will include real-life case studies and examples.