Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Treasury Perspectives: 2019 Survey Results Webinar

Join Strategic Treasurer and TD Bank as we discuss the primary implications of the 2019 Treasury Perspectives Survey data for organizations, and elaborate on how shifting economic, technology, and regulatory landscapes will impact treasury groups now and in the future.

Supply Chain Finance: 2019 Survey Results Webinar

Join Strategic Treasurer and Kyriba in this live discussion on the main drivers enticing firms to launch and participate in SCF programs, how working capital and economic performance impact these drivers, and which factors are most important for organizations regarding the purchase, implementation, and ongoing use of SCF technology.

#29 – 2019 Global FX Outlook

#29 – 2019 Global FX Outlook

On this episode of the 2019 Outlook series, Craig Jeffery sits down with David Pierce, Managing Director of Global Hedging Products at GPS Capital Markets

Live Survey: 2019 B2B Payments Survey

The 2019 B2B Payments survey seeks to better understand the shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B) payments landscape. 

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

2018 Compliance Survey Results Webinar

This webinar will cover some of the more salient data points obtained through the survey, including which areas of regulation treasury struggles with the most and the specific aspects of the environment that practitioners are most concerned about. Areas of analysis will include sanctions screening and KYC requirements, FBAR, the use and traction of eBAM solutions, and the current strategies, practices, and plans that practitioners are leveraging to manage their compliance-related operations now and into the future.

#20 – Faster and Better Payments

On this episode of the Treasury Update Podcast, Strategic Treasurer’s Managing Partner, Craig Jeffery, and TD Bank’s Head of Corporate Products and Services, Rick Burke, discuss the convergence of changes taking place in developing technology and its applications for treasury.  From enriched payment formats to faster and better payments, major shifts are occurring that will impact the future payment experiences of not only individual consumers, but also institutional transactions.  Listen in as they share valuable insights into the future of payments and how treasurers can be prepared for substantial and disruptive changes.

#19 – Why Modern Treasury Technology Matters

Why does modern treasury technology matter? On this episode of the podcast, Strategic Treasurer’s Managing Partner, Craig Jeffery, and GTreasury’s Chief Product and Technology Officer, Alok Tyagi, discuss some of the largest challenges facing today’s digital treasury professional. Listen in as they evaluate how technology is being leveraged to address these obstacles and learn of some ongoing innovations that will impact both the future use of these systems as well as future workflow realities for treasury operations.

#18 – Empowering the Treasury Community

The role of the corporate treasurer is increasing in importance today. On this episode of the podcast, Strategic Treasurer’s Managing Partner Craig Jefferey and ION Treasury’s Global Head of Corporate Development Alex Triplett share valuable insights on empowering the treasury community through operational best practices, machine learning techniques, and using data science to inform optimal decision making.