Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
GENIUS Act Survey Report
Thank you to all of those who participated in our GENIUS Act flash survey. This survey provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.
Treasury and Risk Management Systems
January 15 at 2:00 PM EST
Join us to explore how developments in AI, automation, and integration are enhancing performance, visibility, and control, and gain insight into how a TMS can strengthen your organization’s efficiency and decision-making.
1.2 CTP, FPAC, and CPE credits pending.
#328 – What’s Happening at AFP 2024?
Join us as we gear up for AFP 2024 in Nashville! Hear from Jonathan, Craig, and Ky as they share what’s in store for this year’s event. They discuss key takeaways to look for at AFP, including payment growth, fraud prevention, AI, and networking tips for making the most of the event.
Get ready to connect, learn, and engage at AFP 2024. We hope to see you in Nashville!
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
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
Financial Risk Management
Treasury Technology
Working Capital Optimization
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
Analyst Reports
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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
#265 – Learning from Financial Fraud Series Episode 4: Unmasking the FTX Fraud & Safeguarding Your Assets
Welcome back to the “Learning from Financial Fraud” series. Listen in as Jonathan and Craig from Strategic Treasurer delve into the FTX scandal, a recent case involving FTX Trading Ltd. Learn about the charges faced by Mr. Sam Bankman-Fried for the alleged misappropriation of customer funds.
This discussion includes vital safeguards and the issue of insider fraud – a challenge that surrounds us all.
Learn more about how you can safeguard your company by clicking HERE
Follow these links to hear the other podcasts in the Learning from Financial Fraud Series:
Unveiling the Parmalat Fraud Scandal and Bankruptcy
Understanding the Satyam Scandal and Its Consequences
Unraveling the Wirecard Fraud – Safeguarding Your Business
91: Augmented Intelligence vs. Artificial Intelligence in Treasury
In this episode, we explore augmented intelligence with Craig Jeffery from Strategic Treasurer. Discover how a collaborative human-AI approach can optimize your treasury operations in this increasingly digital age.