Strategic Treasury Insights

Read up on the latest industry trends, new advances in tech, world-class practices, corporate treasury surveys and more...
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2019 Liquidity Risk Survey

2019 Liquidity Risk Survey

This research polled treasury and finance practitioners, presented with Capital Advisors Group, on how they are evaluating current liquidity risk mitigation processes. We asked questions on macroeconomic changes and new regulations as they impact treasury. Some other topics covered in this survey are short-term investment, risk management, credit evaluation, debt, and more.

Treasury Fraud & Controls: 2020 Survey Results Webinar

Treasury Fraud & Controls: 2020 Survey Results Webinar

This webinar covers the results and provides insights into the 2020 Treasury Fraud and Controls Survey. This survey’s purpose was to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners were polled on their experiences with fraud and on the range of controls, safeguards, and security practices employed to protect their financial assets and information. The data was compiled and is 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.

Investing Implications: Fed Actions and Technology Shifts Webinar – Morgan Stanley

Investing Implications: Fed Actions and Technology Shifts Webinar – Morgan Stanley

From shifting plans regarding rate changes to quantitative easing and mixed messages from the FED to other central bank activities of the ECB and BOJ, corporate investors are looking to understand the implications of these activities across the globe. Concurrently, radical shifts are underway with technology for finance impacting treasury and corporate investment teams. From APIs to RPA and Machine Learning, the impact and implications for connectivity, visibility and liquidity management are striking. This webinar examines the major shifts and implications for treasury/investors. Experts from Morgan Stanley and Strategic Treasurer team to provide a fast-paced dialog focused on Investing Implications.

Treasury Compliance – 2019 Survey Results Webinar – European Focus – Strategic Treasurer

Treasury Compliance – 2019 Survey Results Webinar – European Focus – Strategic Treasurer

The survey captured both the macro and micro elements of the compliance landscape that are impacting treasury, identified how new regulatory developments are being accounted for, and gained insight to the various technologies and strategies leveraged by organizations for managing compliance on an ongoing basis. This session will cover highlights from the survey and include commentary from respected industry leaders as to what this means for you.

TMS Toolkit – Building the Business Case – GTreasury

TMS Toolkit – Building the Business Case – GTreasury

This eBook provides an extended look into the primary challenges associated with treasury’s B2B payment operations, including what is causing these challenges and how they are evolving over time. This resource also offers insight to the leading solutions and techniques available today for overcoming these challenges and maximizing efficiency across B2B payments workflows and procedures.

Treasury Compliance 2019 Survey Results Webinar – Strategic Treasurer

Treasury Compliance 2019 Survey Results Webinar – Strategic Treasurer

The survey captured both the macro and micro elements of the compliance landscape that are impacting treasury, identified how new regulatory developments are being accounted for, and gained insight to the various technologies and strategies leveraged by organizations for managing compliance on an ongoing basis. This session will cover highlights from the survey and include commentary from respected industry leaders as to what this means for you.

TMS Toolkit: Building the Business Case

TMS Toolkit: Building the Business Case

You want technology. It is a no-brainer. But, you are competing for dollars and mindshare. Making a significant change in treasury includes bringing the organization along on multiple fronts simultaneously. This webinar will identify major shifts in the technology environment that are driving significant spend on treasury technology and provides attendees with a 7-step plan for moving forward.

Global Payments 2019 Survey Results Webinar

Global Payments 2019 Survey Results Webinar

During this expert-led webinar, Craig Jeffery of Strategic Treasurer and Bob Stark of Kyriba discuss results from the 2019 Global Payments Survey and share how organizations are addressing new challenges and opportunities. Tune in to hear key findings from this year’s research, created to show the drivers, attitudes and perceptions of various new, faster payment initiatives across the globe. This comprehensive evaluation of treasury and AP-related payments functions will assist practitioners in managing global payment activity technology for years to come.

Challenges to Treasury Technology

Challenges to Treasury Technology

It is easy to focus on the “best case” scenario for technology implementations. Many assume that a selection and implementation will be a speedy and relatively pain-free endeavor if we agree to be aggressive. This bias towards speed in treasury can mean ‘cutting’ first and not even measuring once. Far too few make proper preparations for the design, implementation, and optimization parts of managing technology, and then suffer significant consequences. This webinar offers a tactical and data-driven look at common challenges and errors by treasury groups.

Treasury Ambassadors Webinar

Treasury Ambassadors Webinar

During this live webinar, exclusively for Treasury Ambassadors, Craig Jeffery will take an in-depth look at Strategic Treasurer’s recent survey data that has not been previously released to the public.