Consultants in Treasury
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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.
Transaction Banking in 2026: What Your Peers Are Prioritizing Now
November 3 at 2 PM EST
Drawing on the 2026 Transaction Banking Perspectives Survey, conducted this past summer, this webinar will explore what respondents are saying about the economic environment, changing client and payment needs, emerging technologies and risks, and the broader transaction banking landscape.
1.2 CTP, FPAC, and CPE credits available.
#377 – RPA to AI: How Chick-fil-A’s Treasury Is Orchestrating the Next Tech Leap
Craig Jeffery talks with Steven Peterson of Chick-fil-A about their journey from RPA to APIs to agent-based AI. They discuss use cases in bank connectivity, forecasting, and document summarization, as well as the progression from bots to orchestration. How does a lean treasury team innovate at scale? Listen in to hear how curiosity and strategy are driving real transformation.
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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120: What Is RAROC?
In this episode, Craig Jeffery explains RAROC — what it stands for, how it’s calculated, and why it’s important for banks and financial institutions. Listen in to learn more.
2024 Treasury Perspectives Survey
For the 6th year running, Strategic Treasurer and TD Bank are proud to present the findings from the Treasury Perspectives Survey with data from nearly 350 respondents operating primarily across North America and Europe. This annual study polls treasury and finance professionals on their views regarding the economy, technology, industry innovation, and regulation to better understand top challenges and opportunities in the marketplace.
#327 – SEPA Instant Payments
In this episode, Craig Jeffery and Kate Pohl discuss instant payments in Europe, covering the benefits, challenges, and key questions around these rapid transfers. They explore legal adjustments, bulk payments, FX handling, and the future of instant payments.
Webinar: Shining a Light on Your Bank Fees | November 12
The first step to dealing with your organization’s bank fees is understanding them. Why are they so problematic? How do negotiated rates revert to normal rates? What does the fee information on the account analysis statement even mean, and how can you tell if your fees are good or bad? Perhaps most of all, how can this problem be solved when you and your team are already tight on time handling more urgent issues? If your organization seems to be in the dark on its bank fees, this webinar is for you. The brief, information-rich session will go over the anatomy of bank fee management, breaking down each part of what makes it complicated and explaining multiple strategies for attacking the problem.