Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
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!
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.
119: What Are Surety Bonds?
In today’s episode, we’ll hear from Jack Rosenberg of Rosenberg & Parker on surety bonds. What are they, and are they like insurance? Who are the involved parties, and what are the most common use cases? Tune in to find out.
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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#268 – Navigating Non-Profit Finances: Similarities and Differences (Truist & IJM)
Have you ever wondered how different non-profit organizations manage their finances and navigate challenges? Join us as Craig Jeffery shares the mic with long-time friends Kevin Peak and Stephanie Villatoro to discuss shared challenges and unique approaches in areas such as cash management, borrowing and investments, governance decisions, staffing, and funding the mission.
Panel Discussion: Banking Beyond Borders: Navigating the Connectivity Era | September 28
Gain insights into the transformative impact of connectivity on the banking industry. As technology continues to bridge geographical gaps and reshape traditional financial systems, this webinar delves into the opportunities and challenges that come with banking’s new connected landscape. Attendees can expect to gain a deeper understanding of how cross-border transactions, digital platforms, and real-time data are shaping the future of banking. From exploring the potential for enhanced customer experiences to understanding the regulatory implications of this global connectivity, the webinar will provide a comprehensive view of the changing dynamics.
#267 – Learning from Financial Fraud Series Episode 5: Uncovering the Enron Accounting Scandal
Welcome to the next installment of the Learning from Financial Fraud Series. Join us as we dissect the infamous Enron Accounting Scandal. In this episode, Jonathan and Craig Jeffery from Strategic Treasurer discuss how Enron, a prominent American energy company, used deceptive accounting practices to conceal losses and inflate profits.
Learn more about how you can safeguard your company here: https://securetreasury.com/
Webinar: Modernizing Accounts Receivable Processing: 2023 Survey Results | September 20
This webinar discusses the survey results from the 2023 Modernizing Accounts Receivable Processing Survey. The survey explored the practices and plans of AR professionals, pain points, areas of increasing value and investment, and more. From reasons to move providers to challenges in achieving AR process modernization, the results covered in this webinar shed light on the current environment, the rates of change, and the ways your peers are responding to disruption and corporate goals.