Consultants in Treasury

At Strategic Treasurer, we focus on two main aspects of consulting: advising and informing the industry. Click below for more information on each. AdviseInform

2017 Treasury Fraud & Controls Survey Results Webinar

During this webinar, we will go over some of the major takeaways from one of our biggest surveys of the year. Register today to find out if crime does still pay (spoiler alert, it does). Attendees will be eligible for 1.2 CTP and FP&A re-certification credits.

2017 Liquidity Risk Survey

Take part in the 8th annual Liquidity Risk survey conducted with Capital Advisors Group. This survey aims to capture information from corporate treasury professionals on how to best evaluate current liquidity risk mitigation practices. Complete it today for the chance to win a $100 Amazon gift card.

Treasury + Risk Management Analyst Report

This report exists to help you understand the components of the treasury technology industry by providing current data and strategic insight. Don’t miss the DEFINITIVE guide and download it today.

2017 Treasury Fraud & Controls Survey Results Report + Infographic

Request the 2017 Treasury Fraud & Controls Survey Results Report (with included infographic) today! Learn what you need to do to protect yourself against the growing rate of fraud.

Our mission is to elevate & enhance the practice of treasury by advising individual clients & informing the industry at large.

Advise 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. Each consultant will be able to walk you through a customized process from beginning to end, and confidently answer any questions you may have along the way.

Inform 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 & Risk 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

Country Risk Dashboard

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

Upcoming Events

Apr
23
Sun
all-day Bursars 2017 @ Sawgrass Marriott Golf Resort and Spa
Bursars 2017 @ Sawgrass Marriott Golf Resort and Spa
Apr 23 – Apr 26 all-day
Bursars 2017 @ Sawgrass Marriott Golf Resort and Spa
See Craig Jeffery, Managing Partner of Strategic Treasurer, speak at PDG’s 2017’s Bursars Conference. We are proud to have partnered with them on the Bursar SFS Conference Treasury Track. Each session will feature information from[...]
May
17
Wed
all-day 2017 New England AFP Annual Conf... @ Seaport Hotel and World Trade Center
2017 New England AFP Annual Conf... @ Seaport Hotel and World Trade Center
May 17 – May 19 all-day
2017 New England AFP Annual Conference @ Seaport Hotel and World Trade Center
See Craig Jeffery, Managing Partner of Strategic Treasurer, speak at two different sessions. Are You Kidding Me: Managing the Barrage of Treasury Compliance on 5/17/17 at 10:30-11:45am in the Cambridge room Crime Does Pay. This[...]
May
22
Mon
all-day 2017 Financial Inforum @ The Westin Fort Lauderdale Beach
2017 Financial Inforum @ The Westin Fort Lauderdale Beach
May 22 – May 24 all-day
2017 Financial Inforum @ The Westin Fort Lauderdale Beach
See Craig Jeffery, Managing Partner of Strategic Treasurer, speak at two different sessions here. -Treasury as a Strategic Partner on Wednesday, May 24 at 8:00-9:00am -Understanding the Fraud Battlefield on Wednesday, May 24 at 10:30-11:30am
Oct
15
Sun
all-day 2017 AFP National Conference @ San Diego Convention Center
2017 AFP National Conference @ San Diego Convention Center
Oct 15 – Oct 18 all-day
2017 AFP National Conference @ San Diego Convention Center | Orlando | Florida | United States
Join us in San Diego for the 2017 AFP Annual Conference. Stop by Booth 335 for your hard copy of the 2017 TMS/TRMS Analyst Report and one of our many informative FinTech HotSeat sessions!

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Want Free CTP and FP&A Credits?

Want Free CTP and FP&A Credits?

We have multiple opportunities throughout the year to participate in valuable treasury-related webinars that provide FREE CTP and FP&A CREDITS to all who attend.

Just let us know where you'd like the invites sent.

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