Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
GENIUS Act Survey Report
Thank you to all of those who participated in our GENIUS Act flash survey. This survey provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.
Treasury and Risk Management Systems
January 15 at 2:00 PM EST
Join us to explore how developments in AI, automation, and integration are enhancing performance, visibility, and control, and gain insight into how a TMS can strengthen your organization’s efficiency and decision-making.
1.2 CTP, FPAC, and CPE credits pending.
106: What Are Credit Agreements?
In today’s podcast, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, on credit agreements. What are they? What terms are typically negotiated? What are positive and negative covenants? Listen in to learn more.
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
Financial Risk Management
Treasury Technology
Working Capital Optimization
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
Analyst Reports
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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.
Webinar: Short-Term Investing: Insured Deposit Accounts Foundations | March 24
Organizations have a wide range of options for their short-term cash. The level of understanding regarding how companies can use insured deposit accounts varies significantly. This abbreviated presentation will provide a foundational look at how these investments work, how they are typically used, and how they compare with some other popular short-term investment options. The conversation will cover elements of efficiency, safety, liquidity, and yield, as well as how current developments continue to influence the short-term investment market.