How Consultancy has Evolved with Craig Jeffery

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Featuring

Mike Richards

CEO, The Treasury Recruitment Company

About this episode

My guest on this episode of the Treasury Career Corner podcast is Craig Jeffery, the Managing Partner at Strategic Treasurer LLC. Craig is familiar with podcasting as he hosts the ‘Treasury Update Podcast,’ where I had the pleasure to speak from the other end of the microphone as the interviewee rather than the host.

In this episode, it’s my turn to take back the mic and interview Craig about how he built his career and where he sees himself and the treasury profession going next.

Craig Jeffery formed Strategic Treasurer in 2004 in Metro Atlanta to provide corporate, educational and government entities direct access to cutting-edge, comprehensive assistance with all treasury and financial process needs. He currently serves as managing partner for the firm, as well as founder and host of The Treasury Update Podcast, a leading industry podcast program that recently celebrated one year on-air with a major benchmark of listeners in more than 85 countries.

Craig’s 25 years of financial and treasury experience as a practitioner and consultant have uniquely qualified him to lead the Strategic Treasurer team in helping organizations craft realistic goals and quickly achieve significant benefits that carry them into the future.

On the podcast we discussed…

  • What prompted Craig to form the Strategic Treasurer Consulting firm
  • Competing with other consulting firms and how Craig’s firm set themselves apart
  • The importance of developing person to person relationships in the treasury consultancy industry
  • How the Strategic Treasurer Consulting firm is structured for their clients, including their USP
  • Why people reach out to Strategic Treasurer
  • What Craig looks for in a potential candidate both from a resume and during the in-person interview
  • How the treasury landscape has changed over time

If you would like to get in touch with Craig, you can reach out and connect with him via his LinkedIn profile.

Are you interested in pursuing a career within Treasury?

Whether you’ve recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. Find out more here. Or, send us your CV and let us help you in your next career move!

If you’re enjoying the show please rate and review us on whatever podcast app you listen to us on, for Apple Podcasts click here!

🎧 Earn CTP & FPAC Credits by Listening to the Podcast

Whether you’re at the gym, on your commute, or walking the dog – you can now make your podcast time count toward your professional development.

We’re thrilled to share that Treasury Career Corner podcast episodes now qualify for CTP and FPAC recertification credits through the AFP’s Independent Study category.

How It Works:

  • Each episode comes with a short multiple-choice quiz
  • Score 80% or higher and you’ll receive your credit confirmation
  • You track and submit your credits to AFP directly – nice and simple

➡️ The longer the episode, the more credits you can earn:

  • 30-minute episode = 0.6 credits
  • 45-minute episode = 0.9 credits
  • 60-minute episode = 1.2 credits

No filler. No fluff. Just real conversations with top treasury leaders on strategy, leadership, risk, tech, and team building - everything AFP expects at an intermediate to advanced level.

🧠 Quick Facts:

  • 📝 Quizzes are 8–10 multiple choice questions
  • 🎯 You need to get at least 80% to pass
  • 📨 We’ll send confirmation - you log the credit with AFP
  • 💼 You can include this as part of your recertification record