Consultants in Treasury

Advising individual clients. Informing the industry at large.
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2023 Treasury Technology

NEW | 2024 AP Automation Readiness Survey

Take part in our rapid research on AP automation readiness! This <10 minute survey will gather information on the AP industry’s pain points, concerns, plans, and processes, focusing on automation.

Take our survey today and gain access to the exclusive results report.

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors

Value of Better Payments: Additional Use Cases

December 4 at 2pm EST

Payment types are multiplying, with new payment rails offering innovative features around three main priorities: speed, enriched data, and security. Security is always important, rich data is important in most use cases, and speed is a priority in certain use cases. This webinar will look at how payments can be better on a comprehensive basis, rather than focusing on only one dimension. A variety of use cases will be used to explore the need for speed, data, and security in different situations. Attendees will come away with an improved understanding of different payment types and how they address particular use cases at various organizations.

0.6 CTP credits available.

#332 – Making Payments Intelligent: The Paradigm Shift

#332 – Making Payments Intelligent: The Paradigm Shift

In this episode, Craig Jeffery, Managing Partner of Strategic Treasurer, and John Rubinetti, President, B2B Payments at Deluxe, discuss the evolution of payments modernization. They explore how banks are shifting from isolated automation to end-to-end solutions, prioritizing data insights, speed, and collaboration. Listen in to learn more.

Treasury Fraud & Controls

2024 Treasury Perspectives Survey Report

For the 6th year running, Strategic Treasurer and TD Bank are proud to present the findings from the Treasury Perspectives Survey with data from nearly 350 respondents operating primarily across North America and Europe. This annual study polls treasury and finance professionals on their views regarding the economy, technology, industry innovation, and regulation to better understand top challenges and opportunities in the marketplace.

Treasury Fraud & Controls

2024 Treasury Technology Analyst Report

Our latest Treasury Technology Analyst Report is now available! Get the latest on top treasury technology solutions right here. Researching new treasury and finance technology can be overwhelming. Strategic Treasurer has stepped in to help. Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage within.

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

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Industry Surveys

Industry Benchmarks

Turn-Key Webinars

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Analyst Reports

Temporary Treasury Staffing

Connectivity & Onboarding

FBAR Compliance Filing

Bank Fee Management

Leading Practices Benchmarking

Pricing Analysis

Bank Staff Training

Time to Revenue

Underwritten Industry Surveys

Leading Practices Benchmarking

Analyst Report Participation

Co-Branded Webinar Hosting

Co-Authored Content Creation

Underwritten Industry Surveys

Leading Practices Benchmarking

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#332 – Making Payments Intelligent: The Paradigm Shift

#332 – Making Payments Intelligent: The Paradigm Shift

In this episode, Craig Jeffery, Managing Partner of Strategic Treasurer, and John Rubinetti, President, B2B Payments at Deluxe, discuss the evolution of payments modernization. They explore how banks are shifting from isolated automation to end-to-end solutions, prioritizing data insights, speed, and collaboration. Listen in to learn more.

121: What Is OCI?

121: What Is OCI?

In this episode, Craig Jeffery breaks down OCI — what it stands for, how it differs from net income, and why it’s crucial for treasurers. Listen in to understand the impact of OCI on financial strategy.

#330 – Managing Geopolitical Risks in Treasury

#330 – Managing Geopolitical Risks in Treasury

In this episode, Craig Jeffery of Strategic Treasurer and Sourabh Verma of ION Treasury discuss the critical role of geopolitical risk management in treasury. They explore the impact of major geopolitical events like elections, military conflicts, and trade agreements on financial operations and risk exposure. Listen in to learn more.