Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Live Survey: 2019 Treasury Fraud & Controls

This survey 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.

New Release: 2018 FinTech Analyst Report Series

Researching new treasury and finance technology can be overwhelming. Strategic Treasurer has stepped in to help. Explore our definitive guides in the FinTech Analyst Report Series and discover detailed coverage of current solutions and evaluate some of the top vendors in the market.

Compliance: 2018 Survey Results Webinar

This webinar will cover some of the more salient data points obtained through the survey, including which areas of regulation treasury struggles with the most and the specific aspects of the environment that practitioners are most concerned about. Areas of analysis will include sanctions screening and KYC requirements, FBAR, the use and traction of eBAM solutions, and the current strategies, practices, and plans that practitioners are leveraging to manage their compliance-related operations now and into the future.

Cash Forecasting & Visibility: 2018 Survey Results Webinar

This webinar will focus on understanding the layers of internal complexity that can make cash positioning and forecasting so difficult, as well as the array of technologies, systems, and processes used by companies to enhance the accuracy of their forecasts and effectively manage cash.

GT email eBook Redirect page

GT email eBook Redirect page

You’ve read our analyst reports, attended our webinars, and listened to our podcasts, but have you ever seen our e-books? We’re offering yet another resource to keep you informed.
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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

#21 – The OpenText Treasury Transformation Story

Ever wonder what it takes to make a treasury project an award-winning treasury project? OpenText recently won four major awards including: Alexander Hamilton, EuroFinance, Adam Smith and an AFP Pinnacle finalist. On this episode of The Treasury Update Podcast, Craig Jeffery, the Managing Partner of Strategic Treasurer discusses treasury transformation with Jon Burkhead, the Senior Director of Global Treasury at OpenText. This particular transformation included: banking relationships, treasury technology, and banking structures. Listen in as they discuss key elements of the ongoing OpenText transformation story.

#20 – Faster and Better Payments

On this episode of the Treasury Update Podcast, Strategic Treasurer’s Managing Partner, Craig Jeffery, and TD Bank’s Head of Corporate Products and Services, Rick Burke, discuss the convergence of changes taking place in developing technology and its applications for treasury.  From enriched payment formats to faster and better payments, major shifts are occurring that will impact the future payment experiences of not only individual consumers, but also institutional transactions.  Listen in as they share valuable insights into the future of payments and how treasurers can be prepared for substantial and disruptive changes.

#19 – Why Modern Treasury Technology Matters

Why does modern treasury technology matter? On this episode of the podcast, Strategic Treasurer’s Managing Partner, Craig Jeffery, and GTreasury’s Chief Product and Technology Officer, Alok Tyagi, discuss some of the largest challenges facing today’s digital treasury professional. Listen in as they evaluate how technology is being leveraged to address these obstacles and learn of some ongoing innovations that will impact both the future use of these systems as well as future workflow realities for treasury operations.

#18 – Empowering the Treasury Community

The role of the corporate treasurer is increasing in importance today. On this episode of the podcast, Strategic Treasurer’s Managing Partner Craig Jefferey and ION Treasury’s Global Head of Corporate Development Alex Triplett share valuable insights on empowering the treasury community through operational best practices, machine learning techniques, and using data science to inform optimal decision making.