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.
#308 – Shifts and Conflicts in Today’s Economy – A Conversation with Dr. William Chittenden
Despite recent data, many people still believe inflation is increasing. In today’s podcast, Dr. William Chittenden, President & CEO of SW Graduate School of Banking, will discuss a Harris Poll showing that 55% think the economy is shrinking, 56% believe the US is in a recession, 49% think the S&P 500 is down, and 49% believe unemployment is at a 50-year high. Dr. Chittenden will clarify the economic statistics and explore why these misconceptions exist, covering topics such as inflation, employment, interest rates, and the US national debt.
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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Global Payments Survey Shows Fraud Concern and Security Investment Plans
[Atlanta, GA] October 14, 2022 — Strategic Treasurer and Corpay recently released the results of the 2022 Global Payments Survey. Results show the top challenges and areas of planned investment among companies of all sizes, with fraud and security as consistent themes.
Webinar: The Future of Supply Chain Finance | November 10
Supply chain finance (SCF) can power a win-win for buyer and supplier, helping to strengthen and support vital supply chains while still protecting the buyer’s liquidity. While forms of SCF have existed for a long time, the landscape is changing as modern technologies intersect today’s needs. This webinar will dive deep into the future of SCF, covering areas such as the following:
-Volatility and interest rates
-Networks, AI, and other technologies impacting SCF
-Supplier relationships and participation
-Foundational elements for selecting an SCF provider
-SCF trends to expect in 2023
#222 – Treasury and New Technology: 6G, Metaverse, and Digital Assets (Ferguson plc & Bank of America)
In this episode, Craig Jeffery talks with Royston DaCosta of Ferguson plc and Tiffany Wan of Bank of America on the importance of taking on new technologies while remaining intentional to the mission of your business.
2022 Virtual Card Solutions
This research provides a comprehensive view of the virtual card solutions now and in the coming years.