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.
#338 – 2024 Treasury Year in Review
Craig Jeffery reflects on 2024’s key treasury developments, including advancements in APIs and AI, major private equity investments in FinTech, and shifts in global markets. Inflation is easing, regulations are evolving, and supply chains are stabilizing. Listen to learn more.
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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#304 – Bank Fee Standards: Decisions, Negotiations, and Savings
Understanding bank fees helps consumers and corporations make informed decisions, avoid hidden charges, and negotiate better terms. In today’s podcast, Craig Jeffery and Christin Cifaldi discuss the importance of understanding bank fees, including their impact on consumer decisions, corporate finances, and negotiation strategies.
Webinar: Treasury & Receivables: Value of a Comprehensive View | June 4
Acting in silos often comes easily to treasury, AR, and other areas, but the silo mindset is restrictive and limited. A comprehensive view, one that looks at the full process and all participants, offers far greater value for the organization and its partners. This view not only includes an end-to-end look within the company, but also includes external counterparties. “Optimizing part of the process suboptimizes the whole,” as the famous quote says, and optimizing the entire process requires an end-to-end to end-to-end look. This session explores how to:
• Improve overall treasury performance (liquidity, visibility, scalability)
• Strengthen AR (automation, reporting, defect reduction)
• Identify the parties that need to be part of the decision discussions
• Use third parties to secure trusted advice and understand leading practices
De-Risking Cash Management Technology Decisions eBook
While spreadsheets may suffice for the smallest companies, and sophisticated solutions are perfect for the very large, mid-sized companies often find themselves in an awkward in-between. This mini ebook addresses the challenges that these companies face in choosing...
109: What Is Scoping?
In today’s podcast, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, on the concept of scoping in cyber security. What is scoping, and what role does it play in the security landscape? Listen in to learn more.