Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
#355 – 2025 Tariff Impacts and Treasury: Navigating Uncertainties
In this episode, Pushpendra Mehta sits down with Craig Jeffery to explore how treasurers can prepare for tariff-induced risks and uncertainties. Listen in to learn more.
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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#296 – How to Solve FBAR Without Killing Your Team
In today’s episode of the Treasury Update Podcast, Lee Patton and Craig Jeffery discuss various strategies for managing FBAR compliance. They explore the process, challenges, and solutions, from understanding the background and significance of FBAR to exploring options for managing the process.
Webinar: How to Never Worry About FBAR Again | April 4
The Report of Foreign Bank and Financial Accounts (FBAR) is now a well-established compliance reporting requirement for many corporations and their signers. For most, compliance activities are a headache of sorts. They require care and focus but can feel like a distraction. For some companies, treasury handles all or some of the process, while tax takes the lead for others. Surprisingly, there are still far too many misconceptions about what is required.
This session will explore the key requirements of FBAR and the core elements of the process that must be completed. When would a company manage the entire process internally? When does it make sense to get assistance? Knowing what a proper process looks like in the context of the annual calendar can provide helpful structure for those who don’t find compliance to be their burning passion at work. This webinar is aimed at helping you eliminate the worry of FBAR.
105: What is Capital Management?
In today’s podcast, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer on what Capital Management is, why the structure matters, and optimization. Listen in to learn more.
#295 – Secure Payment Messaging: Navigating New Swift CSP Standards and Leading Practices in 2024
As additional threats continue to pop up, payment messaging platforms routinely increase their security requirements. Today’s podcast host, Craig Jeffery, Managing Partner at Strategic Treasurer, sits down with Christin Cifaldi, Director of Product Development & Analytics at Strategic Treasurer, to discuss the standards and requirements for Swift’s Customer Security Programme (CSP). They discuss who is impacted, requirements, deadlines, and leading practices for security, as well as the 3 objectives and 7 principles of the CSP.