Consultants in Treasury

Advising individual clients. Informing the industry at large.
Global Recovery Monitor - September 2

Monthly Crisis Response & Economic Recovery Survey

The Global Recovery Monitor provides rapid exploration and response reporting on major factors impacting treasury and finance organizations. This effort is supported by the Treasury Coalition which consists of leading solution providers leveraging their networks to ensure comprehensive results for the good of the profession.

We will release a new iteration of this micro-survey every month along with the previous survey’s results so that together we can monitor the situation and best support our organizational responses.

Visit for ongoing surveys and results.

Making Payments Webinar - Strategic Treasurer & Comdata

Making Payments: Moving Virtual for Flexibility Webinar

Tuesday, September 29 at 3:00 PM Eastern Time

Join Craig Jeffery of Strategic Treasurer and Tad Fordyce of Comdata for a webinar covering how virtualization functionally works to streamline the payments process, allowing your finance group to scale and adapt in a highly flexible manner.


Without proper training and testing, employees represent a massive vulnerability in your defenses against fraud. Ensure they understand how to identify and protect against all forms of attacks.

Strategic Treasurer offers a cloud-based program, designed to reduce the risk of corporate payment fraud by educating interdepartmental staff on common approaches to fraud, areas of organizational vulnerability, and leading practices for increased controls within a complete treasury security framework.

2020 Higher Education Survey Results Report

2020 Higher Education Results Report

This survey, underwritten by Kyriba, identified the unique financial drivers, challenges, and areas of focus for higher education in 2020. Results from this survey are compared against data from the broader corporate environment and previous years in order to better understand how treasury and finance functions within higher education compared to other industries.

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

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

#108 – The New Reality of Analytics and Compliance

#108 – The New Reality of Analytics and Compliance

Compliance and security matters are escalating in today’s business environment. Host Craig Jeffery talks with Scott Lambert, Treasury Managing Director of Cigna, on updating treasury organizations to reflect the new reality of analytics and compliance.

2020 Higher Education Survey

2020 Higher Education Survey

Survey Results Higher Education This survey, underwritten by Kyriba, identified the unique financial drivers, challenges, and areas of focus for higher education in 2020. Results from this survey are compared against data from the broader corporate environment and...