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.
#398 – Why Treasury Projects Stall and How to Restart Them
In this episode, Paul Galloway of Strategic Treasurer discusses why treasury projects stall internally. He explores common causes such as scope creep, system connectivity challenges, competing priorities, staffing changes, and M&A activity. The discussion also outlines how stalled initiatives should be framed with executives and what it takes to successfully restart a paused project.
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: Unlocking Liquidity with Smarter Receivables Management | December 10
Efficient cash application and collections processes are essential to maintaining a strong liquidity position, yet manual processes often delay visibility and distort forecasts. This session will explore how automation and data-driven AR workflows can accelerate cash conversion, enhance forecasting accuracy, and improve real-time visibility into usable cash. Learn how integrating AR and treasury data enables real-time liquidity insights and supports a unified approach to working capital management.
Webinar: Five Essentials for Protecting Payments and Treasury | December 2
Fraud and the threat of financial losses continue to escalate. Losses are growing. Criminals are increasingly automated and sophisticated. Protecting payments requires a robust approach across five major domains: structure, processes, services, technology, and people. This session will explore each of these topics. From training to leveraging fraud prevention tools, attendees will better understand how they can protect their payments and cash. The session is both contextual and practical for those wishing to act.
#384 – Controlling the Controllables: Resilience and Strategy in Treasury
In this episode, Craig Jeffery talks with Sue Caras of Bank of America about how treasury teams can lead with clarity in the face of uncertainty. From liquidity and forecasting to automation and payments, they discuss practical ways to strengthen control and build agility. How can treasurers focus on what they can control and prepare for what they can’t? Tune in to find out.
#383 – How AI Can Support Managing Foreign Exchange And Interest Rate Risks
This episode dives into the challenges of managing foreign exchange and interest rate risk and how AI can help. Paul Galloway outlines key market drivers, hedging strategies, and the growing role of predictive analytics, generative AI, and agentic tools in risk monitoring, automation, and decision support. Learn how treasury teams can use AI to stay ahead.