Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Liquidity Risk: Survey Results Webinar

This survey results webinar will cover a wide range of topics and trends on liquidity risk mitigation practices. As one of our oldest running surveys, we are able to provide valuable year-over-year data that shows major and minor shifts in corporate risk mitigation strategies and predict future trends. Join us as we take a look at how macroeconomic changes and new regulations continue to impact all treasury professionals as they approach business decisions.

2020 Treasury Fraud & Controls

The 2020 Treasury Fraud & Controls Survey, presented with Bottomline Technologies, 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. This data is compiled annually and used to educate the industry as to how the fraud landscape is evolving, and how practitioners can better protect themselves and their organizations against attacks.

Join us in our market research and take the survey today!

2019 Analyst Report Series

Researching new treasury and finance technology can be overwhelming. Strategic Treasurer has stepped in to help.  Explore our definitive guides to the treasury technology landscape and discover detailed, data-based coverage of:

  • Treasury and Risk Management Systems
  • Treasury Aggregators (Bank Connectivity Solutions)
  • Supply Chain Finance Solutions

Learn more about these technologies and evaluate some of the top vendors in each industry.

#74 – 2020 Treasury Fraud and Controls

#74 – 2020 Treasury Fraud and Controls

Host Craig Jeffery interviews Chris Gerda, Risk and Fraud Prevention Officer of Bottomline Technologies on the current and projected impact of fraud on the finance and treasury environment. Topics of discussion center around corporate fraud concerns, security spend, hacking tactics, recent events, and the significant value of the 2020 Treasury Fraud & Controls Survey. Listen in to find out how you can better protect yourself and your organization against attacks.

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

#74 – 2020 Treasury Fraud and Controls

#74 – 2020 Treasury Fraud and Controls

Host Craig Jeffery interviews Chris Gerda, Risk and Fraud Prevention Officer of Bottomline Technologies on the current and projected impact of fraud on the finance and treasury environment. Topics of discussion center around corporate fraud concerns, security spend, hacking tactics, recent events, and the significant value of the 2020 Treasury Fraud & Controls Survey. Listen in to find out how you can better protect yourself and your organization against attacks.

03: What is EDI?

03: What is EDI?

What is EDI? Special Host Alexa Cook meets up with Managing Partner Craig Jeffery of Strategic Treasurer to discuss the key elements of Electronic Data Interchange. They share valuable insights on how data is transmitted, transferred between companies, and what role EDI plays. Tune in to this short discussion to find out more.

#73 – Real-Time Payments: Learning from the Customer

#73 – Real-Time Payments: Learning from the Customer

Live at the 2019 AFP Conference in Boston, Host Craig Jeffery joins special guests Jennifer Stanley, MUFG’s VP and Senior Product Manager of Real Time Payments, and Mark McCarthy, Managing Director of Energy & Power Transaction Banking, to discuss real-time payments with view to learning from the customer. Listen in as they explore this brand-new payment rail and the transformative value it’s bringing to business-to-consumer applications with a focus on the utility industry.

#72 – Free-Range Check-In

#72 – Free-Range Check-In

Host Craig Jeffery checks in with Kyriba’s VP of Strategy Bob Stark in a wide-range session covering numerous topics. They engage in a colorful conversation on the impact of technology on jobs, the implications of the movement to the cloud by ERP systems, changes in digital currency dynamics, increasing standards on payment security, and real-time treasury – from faster payments to faster information. Listen in on this free-range discussion.

02: What is Working Capital?

02: What is Working Capital?

What is working capital? Special Host Alexa Cook talks with Managing Director Craig Jeffery of Strategic Treasurer on the concept of working capital. They take a closer look at how accountants, bankers and treasurers define and utilize the components of working capital. Listen in to this bite-size discussion to find out more.

#71 – Coffee Break Sessions: A New Show

#71 – Coffee Break Sessions: A New Show

Host Craig Jeffery meets up with Treasury Consultant Alexa Cook of Strategic Treasurer to discuss the launch of Coffee Break Sessions, a new show featured on The Treasury Update Podcast. She shares her personal journey in treasury, the purpose and importance of the show, and why it’s relevant to treasury, finance and the business world. Listen in to find out more about this exciting new show released every first and third Thursday of the month.