Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Payment Security Roadmap

Are you on the road to security? Securing payments is an ongoing process as the threat of fraud increases each day. Strategic Treasurer has spent years researching the market and its response to fraud of all types. Using that data, combined with our senior consultants’ expertise, we’ve developed a robust solution set with a clear path to stronger payment security. The Payment Security Roadmap provides a clear path to stronger organizational defenses and a reduced risk of loss due to fraud.

Visit strategictreasurer.com/security-snapshot for your free security snapshot.

Owning Cash: Centralizing Forecasting & Analysis Webinar

Owning Cash: Centralizing Forecasting & Analysis

Join Craig Jeffery from Strategic Treasurer and Jack Trainor from HighRadius to learn how to scale up a global scale project for cash forecasting. As businesses scale up, treasury functions need a consolidated view of current and future cash positions. An automated, accurate forecast of the company’s future cash position reduces time, improves borrowing costs and investment yields, and optimizes trapped capital.

40: What Are POBO and ROBO?

40: What Are POBO and ROBO?

What are POBO and ROBO? This week on the Coffee Break Session, Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss how POBO and ROBO are used and how your business could benefit from implementing them. Listen to this bite-sized episode to learn more!

Leading from Crisis to Recovery eBook - Treasury Coalition

Leading from Crisis to Recovery eBook

Release Date: April 13, 2021

Throughout the global pandemic of 2020 and the early stages of recovery, the Treasury Coalition surveyed treasury and finance practitioners on the impacts of COVID-19 on their businesses and their organizational responses. In this eBook, you will find survey findings and insights from Coalition members on topics such as 1) harnessing the recovery to spur improvements in your processes, 2) how your peers are responding and what practices are rapidly becoming standard, and 3) how to weather the increased fraud and remote work vulnerabilities.

2021 B2B Payments Survey

2021 B2B Payments Survey

This research delves into the shifting technologies, strategies and practices companies today are using in their business-to-business (B2B) payments. It gathers valuable insights into the payment complexity, plans and pain points of treasury and finance professionals with regards to B2B payments and explores the use of solutions and tactics by those looking to optimize payment processes and efficiency. Take the survey 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

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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

40: What Are POBO and ROBO?

40: What Are POBO and ROBO?

What are POBO and ROBO? This week on the Coffee Break Session, Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss how POBO and ROBO are used and how your business could benefit from implementing them. Listen to this bite-sized episode to learn more!

#153 – Effective Recruiting Methods (Raines International)

#153 – Effective Recruiting Methods (Raines International)

On this episode of the Treasury Update Podcast, Host Craig Jeffery sits down with Allen Geller, Managing Director of Raines International, for valuable insights on how to utilize recruiters to position treasurers and organizations for success. They discuss effective recruiting methods, the importance of diversity in the workplace, strategies for placement success and more. Listen in to learn how to maximize your potential in today’s work environment.

39: What Are Debits and Credits?

39: What Are Debits and Credits?

What are debits and credits? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss debits and credits. They define what debits and credits are and discuss how they can be viewed differently from the customer side and the accountant side.

#151 – The Future of Work – Part 2

#151 – The Future of Work – Part 2

On this episode of the 2021 Outlook series, Host Craig Jeffery continues his interview with Camille Felton, Principal Team Leader of Financial Analytics & Automation at Chick-fil-A, to discuss the future of work told through data stories. Listen in to part two as they continue their conversation around innovative technology solutions through insightful case studies.