Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
NEW | Bank Connectivity: Navigating Complexity in a Hybrid World
Connectivity has become increasingly important to more organizations. The rate of change in some companies, coupled with technological shifts, is requiring most commercial and corporate-sized organizations to review and update their strategies for connectivity. For a connectivity-heavy department like treasury, understanding what is happening and how to approach it is vital.
This ebook will help 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.
From Tariffs and Chaos to Control
March 27 at 11AM EDT
This discussion will highlight the results of the recent and timely research conducted by Strategic Treasurer and Bottomline. Expert speakers will discuss the survey data and what treasurers and CFOs should be considering and doing to improve cash visibility and risk management in uncertain times.
1.2 CTP and FPAC credits available.
130: What Is Monetary Policy?
In today’s episode, we’ll hear from Craig Jeffery on monetary policy. What is it, and what is its purpose? How does it impact the economy, finance, and treasury? Listen in to learn about common tools, how central banks manage the money supply, and the role of interest rates in economic stability.
AP Automation Readiness Survey Report
This rapid research survey, sponsored by Deluxe, gathered information on the AP industry’s pain points, concerns, plans, and processes, focusing on automation. More than 100 corporate treasury and finance professionals participated in this research by answering twenty survey questions.
Access the key findings from this research today!
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
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
Analyst Reports
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130: What Is Monetary Policy?
In today’s episode, we’ll hear from Craig Jeffery on monetary policy. What is it, and what is its purpose? How does it impact the economy, finance, and treasury? Listen in to learn about common tools, how central banks manage the money supply, and the role of interest rates in economic stability.
#350 – Current Trends and Realities of AP with Deluxe
In today’s podcast, Craig Jeffery talks with Steve Gaida, Product Manager at Deluxe, to discuss key findings from the recent AP Automation Readiness Survey. Highlighted results include the correlation between company size and fraud impact, barriers to automation, and top pain points such as manual processes and fraud. They also cover managing new payment rails, security measures, and updating vendor payment information. For more details, visit the survey report here.
#349 – Advancements in Treasury Technology: Lessons from the World of Autonomous Cars
In this episode, Craig Jeffery shares insights from his experience with driverless cars and connects it to the use of AI/ML in treasury. He highlights three key essentials for implementing AI/ML tools in financial decision-making. How can these new technologies boost efficiency, accuracy, and decision-making in treasury operations, and why is it crucial to understand and guide these tools? Listen in to learn more.
129: What Is Fiscal Stimulus?
In today’s episode, we’ll hear from Craig Jeffery on fiscal stimulus. What is it, and what is its purpose? How does it impact the economy, finance, and treasury? Listen in to learn about common tools and how fiscal stimulus is funded.