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.

B2B Payments: 2021 Survey Results Webinar

B2B Payments: 2021 Survey Results Webinar

This session will share high-level highlights from the survey and what banks and corporations are doing for their leading practices, priorities and spend plans.

1.2 CTP credits.

#167 – Why TMS Should Be the Cornerstone of Your Treasury Transformation

#167 – Why TMS Should Be the Cornerstone of Your Treasury Transformation

Host Craig Jeffery joins Ashley Pater, Chief Product Officer at GTreasury, to cover questions from their webinar on why a treasury management system (TMS) should be the cornerstone of your treasury transformation. They share valuable insights and examples on how to transition treasury operations to a modern and efficient technology stack, complete with automation and integration that allow organizations to focus on strategic tasks. Listen to find out more.

2021 Modernizing AP Processing Survey Results Report

2021 Modernizing AP Processing

This survey, underwritten by Deluxe, looked at various practices and plans for modernizing and automating AP and AR processes. The influence of recent disruptions, calibration of various pain points that drive change, and other motivators to upgrade AP and AR processes will be examined.

Modernizing AR Processing: 2021 Survey Results Webinar

Modernizing AR Processing: 2021 Survey Results Webinar

This webinar will cover and provide insights on the results of the 2021 Modernizing AP/AR Processing survey, specifically focused on the accounts receivable (AR) data. The survey examined various practices and plans, the influence of recent disruptions, and pain points and other drivers for modernizing and automating AR processes.

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

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#167 – Why TMS Should Be the Cornerstone of Your Treasury Transformation

#167 – Why TMS Should Be the Cornerstone of Your Treasury Transformation

Host Craig Jeffery joins Ashley Pater, Chief Product Officer at GTreasury, to cover questions from their webinar on why a treasury management system (TMS) should be the cornerstone of your treasury transformation. They share valuable insights and examples on how to transition treasury operations to a modern and efficient technology stack, complete with automation and integration that allow organizations to focus on strategic tasks. Listen to find out more.

#166 – 2021 B2B Payments Survey Results

#166 – 2021 B2B Payments Survey Results

Host Craig Jeffery sits down with Gunita Bindra, Vice President of Product Management & Partnerships at Bottomline Technologies, to examine the 2021 B2B Payments survey results. Topics of discussion center around shifting technologies, unique tactics and leading practices used by organizations across the payments landscape. Listen in to find out what corporations and banks are doing to optimize processes and maximize efficiency in the world of finance.

#165 – CTMfile Becoming Part of Strategic Treasurer

#165 – CTMfile Becoming Part of Strategic Treasurer

On this episode of the Treasury Update Podcast, Special Host Meredith Zonsius interviews Founder and Editor Jack Large of CTMfile and Founder and Managing Partner Craig Jeffery of Strategic Treasurer on the reasons and synergies for joining forces. Listen in as they describe their new work together and what lies ahead.