Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersWhy You Need Security Training
SecureTreasury™ is a payments security training program by Strategic Treasurer to combat the rising threat of payment fraud in corporate and banking sectors.
The course covers key principles, fraud types, and security practices, emphasizing a global response to defend against cybercriminals. It offers practical insights and tools to educate interdepartmental staff on fraud prevention within a comprehensive treasury security framework.
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.
#364 – Intelligent Automation: Modernizing Collection Activity with Deluxe
As payment methods diversify and customer expectations increase, the traditional collection and lockbox processing model must evolve. Deluxe’s Dave Boyce sits down with Craig Jeffery on the Treasury Update Podcast to talk about the latest capabilities lockbox providers can use to improve their existing processes and meet the growing needs of corporations.
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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#364 – Intelligent Automation: Modernizing Collection Activity with Deluxe
As payment methods diversify and customer expectations increase, the traditional collection and lockbox processing model must evolve. Deluxe’s Dave Boyce sits down with Craig Jeffery on the Treasury Update Podcast to talk about the latest capabilities lockbox providers can use to improve their existing processes and meet the growing needs of corporations.
#363 – Applying AI in Treasury: Use Cases, Cautions, and What’s Next
In this episode, Craig Jeffery talks with Dave Robertson about how AI is being applied in treasury today. They cover key use cases, from forecasting and credit analysis to policy automation, and explore challenges like hallucinations and data privacy. What should treasurers be doing now to prepare for what’s coming? Listen in to learn more.
#362 – Leading Practices in Treasury: Process Mindset
Pushpendra Mehta and Paul Galloway discuss how a comprehensive process mindset helps treasury deliver strategic value and improve efficiency across the organization.
#361 – Embedded Banking: The Future of Treasury Integration
Craig Jeffery and Dave Robertson explore embedded banking’s growing role in treasury. From API-driven integration to real-time risk mitigation, they discuss how embedded banking is reshaping processes, roles, and even merger strategy. What does this shift mean for corporates, banks, and the future of treasury? Tune in to find out.