Consultants in Treasury

Advising individual clients. Informing the industry at large.
Global Recovery Monitor, September 30-October 28

Monthly Crisis Response & Economic Recovery Survey

The Global Recovery Monitor provides rapid exploration and response reporting on major factors impacting treasury and finance organizations. This effort is supported by the Treasury Coalition which consists of leading solution providers leveraging their networks to ensure comprehensive results for the good of the profession.

We will release a new iteration of this micro-survey every month along with the previous survey’s results so that together we can monitor the situation and best support our organizational responses.

Visit for ongoing surveys and results.

2020 Modernizing AP/AR Processing Survey Report

2020 Modernizing AP/AR Processing Results Report

With your help, we have been able to put a spotlight on AP and AR, uncovering insights on the progress of digitization; breadth of the process view in the organization out to trading partners; technology adoption; plans to spend; movement to outsourcing; and key drivers for each area. Download the results today!

2021 Treasury Fraud & Controls Survey

2021 Treasury Fraud & Controls Survey

This survey, underwritten by Bottomline Technologies, seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners are polled on their experiences with fraud and on the range of controls, safeguards, and security practices employed to protect their financial assets and information.

This data is compiled annually and used to educate the industry as to how the fraud landscape is evolving, and how practitioners can better protect themselves and their organizations against attacks.

Making Payments Webinar - Strategic Treasurer & Comdata

B2B Payments: 2020 Survey Results Webinar

Tuesday, October 13 at 2:00 PM Eastern Time

Join Strategic Treasurer and Bottomline Technologies as we cover insights from the 2020 B2B Payments survey. These insights take a deep look at the challenges experienced by practitioners and shed light on the unique solutions and tactics employed to optimize the B2B payment process.

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

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

22: What Is Mobile Device Management?

22: What Is Mobile Device Management?

What is mobile device management? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner Craig Jeffery to discuss the foundational elements of mobile device management. They share insights on how it can be positively leveraged and why it’s important to treasury.