Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersGuidance and Support with Strategic Treasurer
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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.
#356 – Learning from Literature: Understanding What You Don’t Know
In this episode of the Learning from Literature series, Craig Jeffery reflects on wisdom from Socrates and Plato, exploring the power of humility, openness, and restraint. What do these ancient insights reveal about effective treasury leadership and communication today? Listen in to uncover how thoughtful silence and curiosity can elevate your professional impact.
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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104: Are There Alternatives to FDIC and SIPC?
In our final episode covering FDIC and SIPC, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, on the thought process behind optimizing your portfolio when you’ve reached the limits of FDIC and SIPC coverage.
Survey Shows Rising Use of Bank Deposit Accounts, Government MMFs, and CDs
[Atlanta, GA] February 13, 2024 — Strategic Treasurer and Allspring Global Investments recently released the Liquidity Risk Survey Results Report. This survey’s questions probed 160 treasury and finance professionals on key aspects of their liquidity risk management. Details were gathered about the respondents’ views, practices, drivers, challenges, and plans surrounding liquidity risk.
#292 – Contemplating Counterparty Risk Management Across the Organization (Source Callé)
Are weak third parties affecting the safety of your organization? In today’s podcast, Host Craig Jeffery talks with Craig Callé, CEO of Source Callé, about navigating third-party risk with real-world examples. The dialogue covers requirements and inefficiency, as well as the vision for the next ten years.
Webinar: Supply Chain Finance and Cash Conversion Cycle | March 7
All excellent companies are intentional in optimizing working capital. Technology can be an important tool in working capital initiatives, whether through driving up efficiency in the cash conversion cycle (CCC) or by offering supply chain finance (SCF). This webinar will cover SCF and CCC automation solutions, explaining what they do, the factors driving their adoption, different SCF models, and the leading practices for implementing these types of solutions. This includes a discussion of working capital councils, eliminating competing KPIs, and improving supplier participation.