Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
WORKSHOP & PRIVATE SESSION
Are you doing FBAR right?
If your answer isn’t a clear yes, this exclusive workshop is for you! Gain clarity through a 90-minute virtual session with a small group, followed by a 60-minute private consulting tailored to your situation.
Savvy Treasury Teams Are Getting AI-Ready. Here’s How.
August 19 at 2PM EDT
With generative AI expanding and autonomous “agents” gaining initial traction, finance teams are quickly adapting. For corporate treasurers, this isn’t a distant concern. It is an immediate opportunity. Are you ready to take advantage of it?
In this webinar, we’ll introduce a practical AI readiness checklist designed for forward-thinking treasury teams. You’ll leave with clear steps to evaluate your internal processes, assess your vendor ecosystem, and begin unlocking the value of AI with the data and systems you already have.
1.2 CTP and FPAC credits available.
#339 – Treasury Aggregators: As the World Gets Larger, How Can We Make It Get Smaller?
Craig Jeffery and Paul Galloway discuss the evolving role of treasury aggregators (TAs) in today’s connected world, including their function, the use of networks, APIs, and host-to-host (H2H) connections. Key topics include payment security, the future of SWIFT, and whether the expansion of APIs will support TAs or pose an existential challenge.
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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#309 – Shifts and Conflicts in Today’s Economy – Part 2: A Conversation with Dr. William Chittenden
In today’s podcast, Dr. William Chittenden, President & CEO of SW Graduate School of Banking, will continue the discussion with a deeper look into critical economic issues. Topics of discussion include debt to GDP, government spending, monetary and fiscal policy. Bill will also cover how this can impact businesses and the overall economy.
Webinar: Confronting Emerging Payment Threats | June 27
Protecting the payment process is more critical than ever. Criminals are deploying new and emerging payment threats, and these threats must be confronted. During this 50-minute presentation, we will cover essential strategies and technologies that can be implemented to safeguard your payment processes. We will explore the evolving landscape with digital payments, highlighting the latest trends and potential threats. Finally, we’ll examine the importance of training and maintaining your treasury team’s awareness of the vital role they play in supporting a secure payment environment.
111: What Is the Internet of Things?
Christin Cifaldi, Director of Product Development & Analytics, joins us on today’s podcast to discuss the concept of the internet of things (IoT) in technology. What is the IoT, and what are its benefits and risks? Listen in to learn more.
#308 – Shifts and Conflicts in Today’s Economy – A Conversation with Dr. William Chittenden
Despite recent data, many people still believe inflation is increasing. In today’s podcast, Dr. William Chittenden, President & CEO of SW Graduate School of Banking, will discuss a Harris Poll showing that 55% think the economy is shrinking, 56% believe the US is in a recession, 49% think the S&P 500 is down, and 49% believe unemployment is at a 50-year high. Dr. Chittenden will clarify the economic statistics and explore why these misconceptions exist, covering topics such as inflation, employment, interest rates, and the US national debt.