Consultants in Treasury
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NEW RELEASE
Deepfakes & Payments Fraud: Is Treasury Prepared?
What if everything looked and sounded exactly right—but it wasn’t? Deepfakes, AI-generated impersonations that mimic real voices and faces, are becoming a serious risk to treasury teams, enabling attackers to fake payment requests and slip past routine safeguards. As these scams grow more convincing, organizations need stronger controls, smarter tools, and teams that understand the danger and are well prepared.
This white paper explores how deepfakes are being used in fraud, why treasury is especially exposed, and what steps can help catch and stop a scam before it causes damage.
Thriving as a Treasurer Amid Economic Volatility
July 15 at 2PM EDT
In a world shaped by central bank decisions, labor market shifts, and evolving trade dynamics, businesses are facing increasing volatility. While the future remains uncertain, standing still is not an option. How can treasury teams rise to the occasion? Join this webinar to explore practical insights and strategies that empower treasury professionals to adapt, stay effective, and support their organizations through turbulent times.
1.2 CTP and FPAC credits available.
#297 – Securing Payments: What to Know About PCI-DSS 4.0
In today’s podcast, Craig Jeffery and Christin Cifaldi discuss PCI-DSS 4.0. They cover various aspects of PCI-DSS, including its objectives, principles, and requirements, as well as changes introduced in PCI-DSS 4.0, such as new requirements and updates to existing ones.
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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63: What Is Factoring?
What is factoring? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss factoring. They cover what treasury needs to know about factoring and discuss its uses. Listen in and learn a little bit about factoring.
#203 – Criminals Trick Bank to Send Customer Funds
Fraudulent attack methods continue to improve. Every security layer strengthened is met with a stronger, more thorough offense. In this episode, Jason Campbell and Craig Jeffery discuss two examples of fraud: the removal of a bank’s security services and a lengthy business email compromise ploy that led to direct communication with the company’s bank.
Webinar: Examining The Treasury Recruitment Company’s Global Treasury Salary Survey | June 16
Ever since 2002, the Global Treasury Salary Survey has offered an accurate picture of salary ranges and market trends. That mission still exists today, but it has expanded to focus on the sentiments related to job satisfaction, overall fulfillment, and understanding “the why” behind these attitudes.
In this webinar, we will discuss the highlights of the most recent Global Treasury Salary Survey results. (For full results, consider participating in this ongoing survey at www.TreasurySalary.com. Updated results are released throughout the year.) Highlights covered in this session include the following:
-The rising number of new treasury opportunities.
-Where compensation levels are rising and where competition for positions is highest.
-The basic salary vs. all dimensions of compensation.
-What balance do treasury professionals seek in return to office vs. hybrid working arrangements?
-What other dimensions are key to employee happiness? What ranks highest? Is it being a good boss, doing work that matters, or having a friendly and supportive team?
Webinar: Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors | June 15
Congratulations, you have done your hard work to gather resources, line up your teams, plan your budget, complete your RFP process and select the perfect fit solution for your company. But then technology implementation turns out to be the best example of Murphy’s Law: There’s more customization than you thought. Original timelines aren’t being met. Insufficient budget. Staff just doesn’t have enough time. IT got pulled in a different direction. The project manager isn’t managing. Not enough resources. And once the implementation is done, how do clients and vendors measure their satisfaction with the performance of the solution?
Join Craig Jeffery, Managing Partner at Strategic Treasurer, and Juan Saudino, VP of Professional Services at HighRadius, as they discuss leading practices in the treasury technology implementation process and how to get the most out of it.
Key Takeaways:
1. How to approach the implementation with a mindset of achieving the maximum value within the shortest timeline by prioritizing activities and leveraging accelerators.
2. Understanding the importance of executive buy-in during the design process when it comes to aligning value with effort.
3. How to ensure good communication between vendors and clients post-implementation.