Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2026 Treasury Technology Analyst Report
This newly released version of our annual Treasury Technology Analyst Report delves into Treasury & Risk Management Systems, Treasury Aggregators, SCF and Cash Conversion Cycle Solutions, and Treasury Ecosystem. We have done the research for you! Learn more about these technologies and evaluate some of the top vendors in each industry today.
GENIUS Act: Overview, Survey Results, and Implications
December 16 at 2:00 PM EST
Join us for an in-depth webinar examining the implications of the GENIUS Act for the treasury and finance community, as well as insights from our recent GENIUS Act Survey, providing a data-driven look at current levels of awareness, anticipated challenges, and expected adoption rates.
1.0 CTP, FPAC, and CPE credits available.
#288 – Why Does Social Engineering Work So Well?
In today’s podcast, Craig Jeffery shares multiple new examples of successful fraud cases, including a story that highlights the importance of two-factor authentication and a real-world example of the importance of immediately training new staff on security. He also touches on the recent improvements to and effectiveness of voice deepfakes. Listen in and stay informed on social engineering advancements.
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
Sign up for our newsletter here
Join our mailing list to receive the latest news and update by filling out the form below.
By filling out the form below, you acknowlege and understand you will be placed on Strategic Treasurer’s email list. For more information, you can view our privacy policy here.
2021 B2B Payments Survey
Survey Results B2B Payments Strategic Treasurer’s B2B Payments survey, developed in partnership with Bottomline Technologies, sought to understand the shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B)...
#168 – Payment Fraud: Rules for Security (Coupa)
Host Craig Jeffery joins Rajiv Ramachandran, Senior Vice President of Product Strategy & Management, and Ahmad Sadeddin, Director of Product Management at Coupa, to discuss concepts featured in their eBook on Payment Fraud: Assessing & Responding to an Escalating Threat. Topics of discussion center around the current situation of payment fraud, the threat levels of various types of fraud, common areas of vulnerability, and rules for compliance. Listen to this episode to learn how to protect yourself and your organization against the rise of payment fraud.
Webinar: Digital Transformation Strategy Series: Part 4 – Evaluating Tech Solution Sets
Technology solution selection projects are high stakes: Select and appropriately implement the right solution for your needs, and your company has a powerful tool to leverage for years to come – but the wrong solution for your company can ultimately become a long-term problem. The good news is that with the number of choices on the market today, there is a good fit for every customer. Finding that good fit, however, can be difficult. This webinar will outline the methods and mindsets needed for understanding your needs, evaluating the solutions on the market, and discovering which one can best help you and your team excel for years to come.
Webinar: Forget Fear: The Tech Tools that Today’s Treasurers Need Now | October 21
Perfect for any treasury team going through a digital transformation or cloud migration – or has one coming soon – this is the one webinar you need to attend to ensure you are building for the future, not the now.