Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
#322 – The Future of Payments: Navigating Change Management with Deluxe
In this episode, Craig Jeffery, Managing Partner of Strategic Treasurer, and Susan Nichols, VP, Payments Product and Business Management at Deluxe, explore effective change management for digital payments. They discuss balancing technology upgrades with managing internal and external changes, securing executive buy-in, and integrating digital solutions smoothly. Listen in to learn more.
Compliance Survey Report
The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
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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#216 – The Strategic Treasurer Series: Mastering the Strategic Role (Part 2)
In this second episode of our Treasury Roles and Developments series, we will discuss how strategic and operational roles differ. While it may be more practical to have staff members dedicated strictly to one or the other of these roles, many firms with smaller treasury departments need flexible employees who can transition between the two whenever needed. Paul Galloway and Craig Jeffery, of Strategic Treasurer, both weigh in on their previous experiences jumping between the two types of roles throughout the day.
Webinar: Managing Volatility: Rewriting Treasury’s Playbook | September 29
As market volatility and economic uncertainty continue, corporate treasurers are forced to write a new playbook for 2022 and beyond. Strong currency headwinds, continued interest rate increases, unabating inflation, a highly mobile labor market, and the threat of supply chain disruptions are driving an unprecedented set of risk scenarios for treasury teams to manage.
This webinar will tackle how treasury can design leading practices to reduce the vulnerability to market volatility and implement a playbook to drive more efficient borrowing, more effective hedging, and more confident forecasting, pulling new levers to optimize liquidity within a real-time environment.
#215 – Adding Value through Treasury Technology at UPS
Having a treasury function is necessary for any business of a certain size to manage money and financial risks, but it’s also important to turn that treasury function into a strategic asset for the business. Doing this requires accurate data and expertise. In this podcast, Craig Jeffery talks with Nicolas Garcia of UPS on a strategic view of treasury and technology. They look at having a proper mindset, developing a digital strategy, and applying the latest treasury technology to solve existing problems.
Webinar: 2022 Global Payments Survey Results | October 4
How are treasury and AP professionals managing the current and anticipated challenges of the evolving payments landscape? The 2022 Global Payments Survey, underwritten by Corpay and powered by Strategic Treasurer, probed respondents on their experiences and perspectives across multiple payments functions, including bank connectivity (financial messaging formats, channels, etc.), cross-border and FX transfers, and the use of new or emerging payment technologies. This webinar will discuss the results from the survey, covering data on topics such as the challenges with managing global payments activity; projected spend and investment on payment systems, technologies, services, and functionalities; and more.