Consultants in Treasury
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NEW RELEASE
Deepfakes & Payments Fraud: Is Treasury Prepared?
What if everything looked and sounded exactly right—but it wasn’t? Deepfakes, AI-generated impersonations that mimic real voices and faces, are becoming a serious risk to treasury teams, enabling attackers to fake payment requests and slip past routine safeguards. As these scams grow more convincing, organizations need stronger controls, smarter tools, and teams that understand the danger and are well prepared.
This white paper explores how deepfakes are being used in fraud, why treasury is especially exposed, and what steps can help catch and stop a scam before it causes damage.
Thriving as a Treasurer Amid Economic Volatility
July 15 at 2PM EDT
In a world shaped by central bank decisions, labor market shifts, and evolving trade dynamics, businesses are facing increasing volatility. While the future remains uncertain, standing still is not an option. How can treasury teams rise to the occasion? Join this webinar to explore practical insights and strategies that empower treasury professionals to adapt, stay effective, and support their organizations through turbulent times.
1.2 CTP and FPAC credits available.
117: What Is a Payment Security Assessment?
In today’s episode, we’ll hear from Craig Jeffery about payment security assessments—what they are, who conducts them, and why they are crucial for your business. 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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Webinar: Unlocking the Power of Automation in AP Processes | September 26
In the world of modern business, achieving efficiency and cost-effectiveness is crucial to success. However, a common problem that hinders this goal is defects within critical business processes. Among these, the accounts payable (AP) process stands out as a prime contributor to inefficiencies and financial losses. But what exactly fuels these defects? There are two primary sources:
1. Manual processes and handoffs.
2. Poorly designed processes with limited scope.
Understanding the AP process and the advantages of automation is crucial. This understanding goes beyond just the steps in the process; it includes how information is used, managing available funds, optimizing working capital, reducing risks, preventing fraud, and increasing overall business adaptability. Join us in this informative webinar as we uncover the surprising impacts that automation can have on the AP process.
92: What Is Generative AI?
In this episode, Craig Jeffery shares how generative AI can enhance data analysis and decision-making in treasury operations. Is using generative AI considered “cheating”? Is it safe? Can generative AI really help you make accurate decisions? Listen in to learn more.
Webinar: Receivables Strategies: How to Solve for Increasingly Complex Payment Types | September 19
The entire pay-to-receive environment has become more complex over time as payment options increase. There are newer payment types, but the older ones are not going away. Companies must figure out how to get paid in this environment of “more and multiple” while gaining efficiencies and control. Automating receivables while adopting digital solutions more vigorously is vital. This session will also explore how closed loop networks work and how to navigate the range of changes. Closed loop networks like FedNow and Real-Time Payments (RTP) will be included in this practical and fast-paced discussion. Your hosts come from Deluxe, a payment fintech, and Strategic Treasurer, a research and advisory firm.
#266 – Receivables Strategy: Mastering the Move to Digital Payments (Deluxe)
In this episode, Craig Jeffery and Layne Kight discuss the definition and significance of closed loop payments, such as RTP. They discuss their processes and challenges, as well as strategies for efficiently managing diverse payment methods. Listen in to this conversation on the intricate layers of the world of payments.
Speakers:
Craig Jeffery of Strategic Treasurer
Layne Kight of Deluxe