Consultants in Treasury
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On-Demand CTP Credits
To better support the industry’s professional development, Strategic Treasurer offers 1.2 CTP credits for select on-demand webinars and from 0.5 to 1.2 CTP credits for Treasury Update Podcast episodes when an accompanying quiz is taken and passed (80% or higher). Webinars and episodes with available credits are located on this page. The quiz link is in each post.
#272 – Exploring the Current Technology Situation: 2023 Treasury Technology Survey Data
Technology is changing rapidly. Recently completed research on the topic of treasury technology brought many interesting data points and trends to light. Join Jon Paquette of TIS and Craig Jeffery of Strategic Treasurer as they talk through the implications for treasury.
Their discussion includes technology adoption rates, the growing value of technology investments, and the use of AI and machine learning in treasury.
Download the survey report here: https://strategictreasurer.com/2023-treasury-technology/
Treasury Technology Report
Strategic Treasurer and TIS are proud to present the findings from the Treasury Technology Survey with data from over 150 respondents operating primarily across North America and Europe. This study polls treasury and finance professionals on their views regarding technology drivers, challenges, and system plans, use, and needs.
Treasury Technology Analyst Report
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 of these technologies.
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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#272 – Exploring the Current Technology Situation: 2023 Treasury Technology Survey Data
Technology is changing rapidly. Recently completed research on the topic of treasury technology brought many interesting data points and trends to light. Join Jon Paquette of TIS and Craig Jeffery of Strategic Treasurer as they talk through the implications for treasury.
Their discussion includes technology adoption rates, the growing value of technology investments, and the use of AI and machine learning in treasury.
Download the survey report here: https://strategictreasurer.com/2023-treasury-technology/
94: What Are Modeling and Forecasting?
In this week’s Coffee Break Session, we unpack modeling and forecasting as a corporate treasurer. Listen in and learn the key differences, explore real-world examples, and see how data can help drive accurate predictions.
2023 Modernizing AR Processing Survey
Survey Results Modernizing AR Processing This survey, underwritten by Corcentric, looked at various practices and plans for modernizing and automating AR processes. The influence of recent disruptions, calibration of various pain points that drive change, and other...
#271 – Learning from Financial Fraud Series Episode 6: Unpacking the Bernie Madoff Ponzi Scheme
Welcome to another edition of our Learning from Financial Fraud Series. In this segment, we delve into the notorious Bernie Madoff Ponzi Scheme. Join us as we unravel the intricate layers of this scandal, where Bernie Madoff, a once-respected financier, orchestrated an elaborate scheme that entrapped countless investors.
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