Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
ACH Payment Security: Ready or At Risk
This short survey explores how corporate organizations are approaching ACH security requirements and how banks view their clients’ readiness.
Join us in our market research and take the brief survey today!
Payment Essentials: Keeping Up with Payments
October 15 at 2 PM EDT
Those responsible for payments must keep pace with accelerating developments. This fast-paced session will highlight major changes and shifts and provide a practical framework to help treasury teams stay current and respond effectively as the environment continues to evolve.
1.2 CTP, FPAC, and CPE credits available.
#378 – Talking Tariffs: Current Status and Investment Impacts (Federated Hermes)
Craig Jeffery talks with Damian McIntyre and John Mosko of Federated Hermes about the evolving state of US tariffs, court rulings, and their ripple effects on inflation, the Fed, and investment strategies. They explore how companies are reacting, what it means for rates, and how treasury professionals can navigate duration and asset decisions in this environment.
Compliance Survey Report
The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
Precision & Power: The Role of AI in the Modern Treasury
This ebook provides treasury professionals with a foundational understanding of artificial intelligence and its practical implications for finance. Designed for those looking to engage with AI in practical ways that meaningfully and safely support business functions, this first installment in our series on AI offers clear explanations of key concepts and subtypes, including machine learning, generative AI, and agentic AI.
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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#332 – Making Payments Intelligent: The Paradigm Shift (Deluxe)
In this episode, Craig Jeffery, Managing Partner of Strategic Treasurer, and John Rubinetti, President, B2B Payments at Deluxe, discuss the evolution of payments modernization. They explore how banks are shifting from isolated automation to end-to-end solutions, prioritizing data insights, speed, and collaboration. Listen in to learn more.
Fintech Hotseat Head-2-Head: Cash Forecasting
Accurate cash forecasting is identified by the majority of treasury groups as among their most critical needs. Watch this fast-paced Head-2-Head on demand where we will explore innovative cash forecasting solutions that enable treasurers to navigate uncertainty and make more agile, informed financial decisions.
#331 – Generative AI’s Impact on Treasury: Workplace, Cashflow Forecasting, and Cybersecurity
In this episode, Craig Jeffery and Royston Da Costa explore the impact of generative AI in the workplace, with a focus on large language models (LLMs) and tools like ChatGPT. They discuss how AI is transforming cashflow forecasting, enhancing cybersecurity, and strengthening risk management. Listen in to learn more.
Webinar: 2025 Treasury Trends | December 12
As we approach 2025, the global financial environment is shifting rapidly in some concerning directions. Geopolitical tensions persist, and the possibility of wars spreading continues to increase. Central banks are grappling with economic imbalances while seeking to avoid unwanted consequences of their decisions. Technological advancements are reshaping treasury operations, and the pace is accelerating. This webinar will explore the following questions:
• Should treasurers leverage AI and advanced analytics to enhance risk management and decision-making?
• What strategies can companies employ to optimize liquidity and working capital in an increasingly globalized and digital economy?
• In what way and to what extent will real-time payments and APIs impact cash management practices?
Join our expert panel for an insightful discussion on the transformative trends shaping treasury management and learn how to position your team and organization for success in this dynamic financial landscape.