Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersNEW RELEASE
Deepfakes & Payments Fraud: Is Treasury Prepared?
What if everything looked and sounded exactly right—but it wasn’t? Deepfakes, AI-generated impersonations that mimic real voices and faces, are becoming a serious risk to treasury teams, enabling attackers to fake payment requests and slip past routine safeguards. As these scams grow more convincing, organizations need stronger controls, smarter tools, and teams that understand the danger and are well prepared.
This white paper explores how deepfakes are being used in fraud, why treasury is especially exposed, and what steps can help catch and stop a scam before it causes damage.
Thriving as a Treasurer Amid Economic Volatility
July 15 at 2PM EDT
In a world shaped by central bank decisions, labor market shifts, and evolving trade dynamics, businesses are facing increasing volatility. While the future remains uncertain, standing still is not an option. How can treasury teams rise to the occasion? Join this webinar to explore practical insights and strategies that empower treasury professionals to adapt, stay effective, and support their organizations through turbulent times.
1.2 CTP and FPAC credits available.

#270 – The Speed of NOW: Navigating Real-Time Treasury
In today’s episode, Craig and Kate Pohl, Senior Advisor with Strategic Treasurer, discuss the true meaning of “real-time” in finance, its impact on consumers and businesses, and its future implications. They also discuss value and shed some light on fraud protection and innovative strategies.
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
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#142 – Fintech Analyst Report Series – Part 1: Treasury & Risk Management Systems
On this episode of the Treasury Update Podcast, Strategic Treasurer kicks off a 3-part podcast series on its Fintech Analyst Reports, revealing the latest developments and trends around new treasury and finance technology. Listen in to Part 1 as Managing Partner Craig Jeffery explores Treasury and Risk Management Systems.
#141 – Part 2: Treasury’s Support of the Business
Host Craig Jeffery continues the 2021 Outlook series with Royston Da Costa, Assistant Group Treasurer at Ferguson plc, in Part 2: Treasury’s Support of the Business. Topics of discussion center around liquidity during the depths of the pandemic and throughout the recovery, as well as key success factors to help navigate potential changes in the year ahead.
Webinar: Measuring the Recovery
A year into the COVID-19 global pandemic, the Treasury Coalition continues to gather data on the crisis and recovery. The Coalition, formed to assist treasury and finance professionals by means of timely information, collects and distributes data through the Global Recovery Monitor, a brief survey currently run on a bi-monthly basis. Its areas of inquiry include concerns and response plans, economic preparations and outlooks, impact changes, and developments over time. With a full year’s worth of data now, this webinar will review the results of all 19 periods, dive into cross cuts, and discuss what organizations can do moving forward in 2021.
34: What Are Concentration Accounts?
What are concentration accounts? On this episode of the Coffee Break Sessions, Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery. They discuss the main purpose of concentration accounts, their benefits, how many you should have, and whether there is any risk in using them.