Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
NEW | 2024 Generative AI in Treasury and Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The growth of ChatGPT and Bard has increased treasury professionals’ level of familiarity and has spurred additional thoughts and actions. The 2024 Generative AI in Treasury and Finance survey captured the current AI use for treasury activity, as well as future plans.
Webinar: The Guide to Bank Pricing: Navigating the Range
May 9 at 2pm EDT
The Feenix Guide to Bank Pricing was created by analyzing a huge data set of year-over-year corporate bank account analysis statements, providing extensive points of reference for understanding market trends and the range of fees charged. The data represents global, super-regional, regional, and smaller banks.
This session will explore key points in our data set and how to utilize the guide to clarify your account analysis pricing. Does it make sense for your company to get assistance or implement a system to track bank fees over time? This webinar is aimed at easing the headache of understanding bank fees.
Continuing education credits will not be offered with this webinar.
109: What Is Scoping?
In today’s podcast, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, on the concept of scoping in cyber security. What is scoping, and what role does it play in the security landscape? Listen in to learn more.
Liquidity Risk Survey Report
The 2023 Liquidity Risk survey, presented with Allspring, polled treasury and finance practitioners on how they are evaluating current liquidity risk mitigation processes. We asked questions on macroeconomic changes and new regulations as they impact treasury. As one of our oldest running surveys, we are able to provide valuable year-over-year data that shows major and minor shifts in corporate risk mitigation strategies and predict future trends.
De-Risking Cash Management Technology Decisions eBook
While spreadsheets may suffice for the smallest companies, and sophisticated solutions are perfect for the very large, mid-sized companies often find themselves in an awkward in-between. This mini ebook addresses the challenges that these companies face in choosing technology that properly suits their needs. It walks the reader through identifying their organization’s unique complexity, discusses factors to consider in potential solutions, and offers practical guidance for the mid-sized company’s technology search.
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
Sign up for our newsletter here
Join our mailing list to receive the latest news and update by filling out the form below.
By filling out the form below, you acknowlege and understand you will be placed on Strategic Treasurer’s email list. For more information, you can view our privacy policy here.
De-Risking Cash Management Technology Decisions eBook
While spreadsheets may suffice for the smallest companies, and sophisticated solutions are perfect for the very large, mid-sized companies often find themselves in an awkward in-between. This mini ebook addresses the challenges that these companies face in choosing...
109: What Is Scoping?
In today’s podcast, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, on the concept of scoping in cyber security. What is scoping, and what role does it play in the security landscape? Listen in to learn more.
2024 Generative AI in Treasury and Finance
Survey Results Generative AI in Treasury and Finance Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The growth of ChatGPT and Bard has increased treasury professionals' level of familiarity and has spurred additional thoughts...
#303 – Learning from Financial Fraud Series Episode 9: Payment Server and Network Compromise
Welcome to another episode of our Learning from Financial Fraud Series. In this episode, we’ll look at a case of payment server and network compromise. Craig Jeffery provides his insights on the situation, the attack method, the loss, and the key takeaways.