Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2025 Treasury Fraud and Controls Survey
This survey seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners from all industries are polled on their experiences. The data is compiled with multi-year data and used to educate the industry on how the fraud landscape is evolving and how practitioners can better protect themselves and their organizations against attacks.
Join us in our market research and take the survey today!
Workshop Series: AI Initiatives
October 22 at 11:30 AM EDT
Artificial intelligence is an area of high interest and increasingly important focus for treasury teams seeking to improve performance and prepare for the future. This live, three-hour workshop featuring technology and treasury experts is designed to meet the need for practical, detailed, and finance-specific insights on AI. Attendees will gain a grounded view of how AI is being applied across treasury functions, the challenges and opportunities it presents, and real-world considerations surrounding adoption. With a focus on actionable knowledge and industry relevance, this workshop will equip participants to better evaluate, plan, and execute their own AI initiatives.
3.6 CTP and FPAC credits available.
97: What Are Brokered CDs?
In today’s episode, Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, shares a concise exploration of brokered CDs. You’ll learn what they are, how they differ from traditional CDs, the associated risks, what happens at maturity, tax considerations, and the option to sell them. Listen in for more information!
Cash Forecasting & Visibility Survey Report
Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon?
This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.
Bank Connectivity: Navigating Complexity in a Hybrid World
This ebook helps explain the key aspects of bank connectivity and address some critical changes that are occurring while providing practical and strategic guidance to those charged with connecting to the outside world.
Download your copy today!
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.
#153 – Effective Recruiting Methods (Raines International)
On this episode of the Treasury Update Podcast, Host Craig Jeffery sits down with Allen Geller, Managing Director of Raines International, for valuable insights on how to utilize recruiters to position treasurers and organizations for success. They discuss effective recruiting methods, the importance of diversity in the workplace, strategies for placement success and more. Listen in to learn how to maximize your potential in today’s work environment.
Webinar: Owning Cash: Centralizing Forecasting and Analysis
Join Craig Jeffery from Strategic Treasurer and Jack Trainor from HighRadius to learn how to scale up a global scale project for cash forecasting.
#152 – Thoughts on Technology: An Interview with Microsoft’s George Zinn
On this episode of the 2021 Outlook series, Host Craig Jeffery interviews George Zinn, Microsoft’s recently retired Corporate Vice President & Treasurer. They explore his career journey in treasury, reflect on technology across several decades, and discuss his perspective on what differentiates aspiring treasurers. Listen in to this engaging conversation to find out more.
21: Post-COVID Travel Surges for Pleasure, but Not for Work (Period 20)
On this episode of the Global Recovery Monitor series, Craig Jeffery and Alexa Cook of Strategic Treasurer deliver Period 20 results from the Global Recovery Monitor. This update reveals new kinds of trends and data around the economy, staffing, travel, organizational liquidity and more. Listen in to hear some surprising expectations reported by the treasury and finance community.