Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2025 Treasury Fraud and Controls Survey
This survey seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners from all industries are polled on their experiences. The data is compiled with multi-year data and used to educate the industry on 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!
Workshop Series: AI Initiatives
October 22 at 11:30 AM EDT
Artificial intelligence is an area of high interest and increasingly important focus for treasury teams seeking to improve performance and prepare for the future. This live, three-hour workshop featuring technology and treasury experts is designed to meet the need for practical, detailed, and finance-specific insights on AI. Attendees will gain a grounded view of how AI is being applied across treasury functions, the challenges and opportunities it presents, and real-world considerations surrounding adoption. With a focus on actionable knowledge and industry relevance, this workshop will equip participants to better evaluate, plan, and execute their own AI initiatives.
3.6 CTP and FPAC credits available.
#293 – Effective Communication Is the Lifeblood of Your Treasury Career
Effective communication plays a crucial role in all treasury functions, and failing to prioritize the development of communication skills can hinder growth across the board. In today’s discussion, we’ll hear from Craig Jeffery, Managing Partner of Strategic Treasurer, on just one of the topics covered in the Guide to Excellence in Treasury: effective communication. He talks through action items, a real-world example from his past, and how communication will change with the implementation of generative AI.
Cash Forecasting & Visibility Survey Report
Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon?
This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.
Bank Connectivity: Navigating Complexity in a Hybrid World
This ebook helps explain the key aspects of bank connectivity and address some critical changes that are occurring while providing practical and strategic guidance to those charged with connecting to the outside world.
Download your copy today!
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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57: What Do Business Intelligence Tools Do?
What do business intelligence tools do? Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss business intelligence tools, what they do, and how they can be leveraged. Listen in and learn a little bit about BI tools.
Webinar: Operational Excellence for Best-in-Class Treasury | March 16
You are likely familiar with the phrase, “what gets measured gets improved.” It is also an almost universal request of treasury and finance professionals to see dashboards and KPIs used by other companies. Visibility into performance and data allows for improved decision-making, a renewed focus on efficiency, insight into liquidity, and better financial results. This session will examine the types of metrics used by leading companies to monitor and improve their performance across a range of areas with the additional context of differences between company positions (liquidity situation, transaction intensity, working capital drivers).
#190 – The Future of Treasury Payments: AFP Panel Discussion
On this special episode of the Treasury Update Podcast, Strategic Treasurer features its 2021 Fintech Hotseat discussion from the AFP Conference. Moderator Uma Wilson puts experts from technology firms, banks, and consultants in the hotseat to answer questions on the future of payments. How are regulations impacting payments? Does speed matter? How does the value of speed compare to other aspects of payments such as: information, finality? What makes for better payments? What current trajectory will end or fail? Which will accelerate? What are the implications with payments based upon trends in globalization, visibility, and open treasury?
#189 – 2022 Outlook Series: Global Technology & Operations (Microsoft)
On this episode of the 2022 Outlook series, Host Craig Jeffery joins Christina Easton, Director of Treasury Operations at Microsoft, to explore the global outlook on technology and operations. This dynamic discussion covers a wide range of topics including achieving leadership with global cash management, trade finance activities, the modernization of technology, and more. Listen in to this lively conversation about their expectations and insights for the year ahead.