Consultants in Treasury

Advising individual clients. Informing the industry at large.
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2025 AI in Treasury and Finance Survey

2025 Treasury Fraud and Controls Survey

This survey seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners from all industries are polled on their experiences. The data is compiled with multi-year data and used to educate the industry on how the fraud landscape is evolving and how practitioners can better protect themselves and their organizations against attacks.

Join us in our market research and take the survey today!

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors

AI in Treasury Survey Results

September 10 at 2 PM EDT

AI is quickly shifting from a talking point to a practical force within treasury and finance. Strategic Treasurer’s AI in Treasury Survey investigated this shift, examining current adoption levels, readiness, expected use cases, staffing impacts, and more. This webinar will walk through key findings from the results, offering timely and practical insights on how your peers are evaluating, implementing, and expanding their use of AI across treasury and finance functions.

1.2 CTP and FPAC credits available.

#337 – The State of Treasury Work and Recruitment (The Treasury Recruitment Co)

#337 – The State of Treasury Work and Recruitment (The Treasury Recruitment Co)

In this episode, Craig Jeffery from Strategic Treasurer and Mike Richards of The Treasury Recruitment Company discuss hybrid work models, salary trends, and the evolving treasury job market. They explore the growing role of AI in treasury careers, the importance of data skills, and how recruitment strategies are adapting to a changing workforce. Listen in to learn more.

2025 Tariffs and Treasury Survey Report

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

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

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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

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Webinar: Exclusive Research Results: Generative AI in Treasury and Finance | May 1

Webinar: Exclusive Research Results: Generative AI in Treasury and Finance | May 1

The Generative AI in Treasury and Finance Survey probed corporate and provider respondents on their awareness, use, and planned use of artificial intelligence (AI) and generative AI. The results of this timely research show particularly high interest in using AI to improve cash forecasting, significant plans for expanding AI use in the coming year, and much more. This session will cover key highlights from the results and equip treasury and finance with an understanding of the industry’s overall expectations and current actions with regards to these rapidly developing technologies.

Webinar: Short-Term Investing Part 3: Fed Meeting Analysis and Impact | May 2

Webinar: Short-Term Investing Part 3: Fed Meeting Analysis and Impact | May 2

This fast-paced webinar will review the key statements and outcomes of the FOMC meeting from the prior day. The panelists will also discuss trends in the economy and the liquidity market. This discussion will cover investor portfolios, the role money market funds are playing in these portfolios, and their features compared to deposit products and direct securities.

#300 – Treasury’s Value-Add Opportunities and What the CFO Wants – 2024 Outlook Series with Todd Yoder (S&B USA)

#300 – Treasury’s Value-Add Opportunities and What the CFO Wants – 2024 Outlook Series with Todd Yoder (S&B USA)

In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Todd Yoder, EVP and CFO at S&B USA, to discuss treasury’s value-add opportunities and what CFOs want. Starting from an accounting background and progressing to his current CFO role, Todd Yoder shares insights he’s learned along the way about effective communication as a key value driver, as well as other ways treasurers can bring additional value to their organizations.

107: What Is a Surface Area of Attack?

107: What Is a Surface Area of Attack?

In today’s podcast, Christin Cifaldi, Director of Product Development & Analytics, defines the surface area of attack. We discuss digital and physical attack surfaces within organizations, as well as options for minimizing exposure. Listen in to learn more.