Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Payment Security Report
The inaugural edition of Strategic Treasurer’s Payment Security Report examines the growing role of treasury in protecting organizational payments within an increasingly complex and interconnected environment. Drawing on Strategic Treasurer’s research and industry expertise, the report provides treasury and finance leaders with practical insight into building more resilient, coordinated, and adaptive payment security programs.
Head-2-Head: Bank Connectivity, ISO 20022, and Formats
June 2 at 11 AM EDT
This session will examine how fintechs are using modern connectivity platforms to help treasury teams navigate change and take advantage of new connectivity models. The discussion will show how evolving technologies, standards, and formats support more efficient data exchange, improved transparency, and better alignment between banks and corporate systems.
1.2 CTP credits available.
#315 – Unfiltered Feedback – Getting the Information You Need (The Hartsema Group)
In today’s episode of the Treasury Update Podcast, Doug Hartsema from The Hartsema Group discusses the importance of unfiltered feedback for banks and payment firms. He explains how transforming customers into advisors can have a significant impact and highlights the critical differences between customer and advisor voices. He also reads through examples of key customer quotes and discusses their meanings.
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
Precision & Power: The Role of AI in the Modern Treasury
This ebook provides treasury professionals with a foundational understanding of artificial intelligence and its practical implications for finance. Designed for those looking to engage with AI in practical ways that meaningfully and safely support business functions, this first installment in our series on AI offers clear explanations of key concepts and subtypes, including machine learning, generative AI, and agentic AI.
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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Webinar: B2B Payments: 2022 Survey Results | September 13
In 2022, the world of business payments faces continually developing threats, regulations, and priorities. In such a constantly changing environment, knowing what your peers are planning and doing can help you decide how to proceed and adapt. The B2B Payments Survey gathers data from treasury and finance professionals on payment challenges, security, technology, and complexity, probing global respondents on their plans, perceptions, and practices. This year’s results yielded insights on payment fraud, innovative tech use, differences between organizations of different sizes and in different regions, and more. The webinar will present and discuss highlights from the survey results and key takeaways for banks and corporations.
#213 – CFO Dialogue on Assessing and Securing the Environment: A Series on Cyber Security (Mainetti & TD Bank)
There are two types of companies, those who have been attacked, and those who will be attacked. In this podcast, we look at a specific example of a fraud attack in the manufacturing sector. Joining Craig Jeffery on this podcast are Adrienne Terpak of TD Bank and Robert Dennerlein of Mainetti. They cover topics like assessing and understanding the threat, training, insurance, and assignment of roles.
67: What Is Alpha Investing?
What is alpha investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor, Paul Galloway, to continue their conversation on the Greeks with alpha investing. They discuss what alpha investing is and how the model is used by companies for investing. Listen in and learn a little bit about alpha investing.
Webinar: Contemplating Improvements in Payments | August 23
Given the technological and functionality changes in the payment space over the past five years, taking a fresh look at systems and services is in order. For those working to either optimize their current technology setup or looking to acquire new systems, gaining visibility and understanding of the newer functionality and the “art of the possible” is vital. This webinar will walk through the changing functionality and when/why this matters to organizations. Companies seek improved visibility, strengthened defenses against fraud, ability to scale, and reduced defects to drive efficiency. A leading technology provider and consultant will take attendees on a journey to payables improvements.