Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersGuidance and Support with Strategic Treasurer
Are you struggling to stay on top of the work due to being thinly staffed? Most companies need help to get all of the work done. Outsource your daily headaches. We are here to help lift the burden that your team is facing.
Workshop Series: AI Initiatives
October 22 at 11:30 AM EDT
Artificial intelligence is an area of high interest and increasingly important focus for treasury teams seeking to improve performance and prepare for the future. This live, three-hour workshop featuring technology and treasury experts is designed to meet the need for practical, detailed, and finance-specific insights on AI. Attendees will gain a grounded view of how AI is being applied across treasury functions, the challenges and opportunities it presents, and real-world considerations surrounding adoption. With a focus on actionable knowledge and industry relevance, this workshop will equip participants to better evaluate, plan, and execute their own AI initiatives.
3.6 CTP and FPAC credits available.

#345 – Why Consider Greece for Finance Operations with Alexandros Koliavras
In today’s podcast episode, Craig Jeffery is joined by Alexandros Koliavras, President of the Hellenic Association of Treasurers. They discuss why Greece is an attractive location for a treasury center, citing competitive pricing, a strong pool of finance graduates, and new tax incentives. The conversation also covers the rise of shared service centers and the Hellenic Association of Treasurers’ university collaborations. Listen in 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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114: What are Anomaly Detection Systems?
In today’s episode, we’ll hear from Paul Galloway on anomaly detection systems. What are they, and how are they used in treasury and finance? Tune in to find out.
Analyzing the Criminal Mind
Analyzing the Criminal MindKnow your enemy. Criminals use a playbook of their own most successful strategies and processes to attack organizations. In order to effectively defend against those attacks, corporations must understand what is inside that playbook. This...
Webinar: Three Essential Tools for Understanding Cash Management Pricing | August 6
The questions about bank fees come easy: Are we paying the right amount for our banking services? Are we being overcharged? How can we know when nothing is directly comparable and there is a lack of transparency? The answers, however, are far more difficult to find.
Understanding the “right amount” of bank fees requires understanding what others are paying and how these amounts are changing over time. Data forms the basis for this, but data must be presented clearly and understood to be useful. In this webinar, we will review select statistical and charting tools you can use to help your company better understand bank prices.
• Percentiles. Learn how percentile charts provide a basis for understanding what others are paying and where you stand. This creates easy visibility into what your expectations should be.
• Box and Whisker. This provides direct visibility into the band of pricing that exists in the market.
• Regression. Strategic Treasurer’s use of regression allows you to see the trend over time of the average price paid in the industry. Understanding the direction and influences can help you plan and better negotiate agreement terms.
To understand what is happening in the market and to negotiate favorable rates, you must have solid, up-to-date points of reference. This webinar will rely on the Feenix Guide to Bank Pricing to support various statistical and charting tools when reviewing your bank fees.
#314 – Why Isn’t There a Common Treasury Career Path? (Austin Industries)
In today’s podcast, Karyn Brown from Austin Industries joins us to share her thoughts on why there isn’t a standard career path for treasurers. Craig Jeffery and Karyn also discuss the varied paths to becoming a treasurer, the implications of this diversity, and the current hiring environment. Listen in to learn more.