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.
Head-2-Head: Cash Dashboards and Analytics
April 7 at 11 AM EDT
This Head-2-Head session will look at how challenging issues can be solved with powerful analytics and flexible cash dashboards. See how modern technology platforms give a comprehensive view with dimensional flexibility for faster “self-serve” and “self-discovery” of the data that matters.
1.2 CTP and FPAC credits available.
104: Are There Alternatives to FDIC and SIPC?
In our final episode covering FDIC and SIPC, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, on the thought process behind optimizing your portfolio when you’ve reached the limits of FDIC and SIPC coverage.
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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#166 – 2021 B2B Payments Survey Results
Host Craig Jeffery sits down with Gunita Bindra, Vice President of Product Management & Partnerships at Bottomline Technologies, to examine the 2021 B2B Payments survey results. Topics of discussion center around shifting technologies, unique tactics and leading practices used by organizations across the payments landscape. Listen in to find out what corporations and banks are doing to optimize processes and maximize efficiency in the world of finance.
#165 – CTMfile Becoming Part of Strategic Treasurer
On this episode of the Treasury Update Podcast, Special Host Meredith Zonsius interviews Founder and Editor Jack Large of CTMfile and Founder and Managing Partner Craig Jeffery of Strategic Treasurer on the reasons and synergies for joining forces. Listen in as they describe their new work together and what lies ahead.
Webinar: Payment Transformation: Improving AP Efficiency, Visibility, and Analytics | October 7
Changing expectations, developing technology and new payment rails all add to the value proposition for engaging in payment transformation. Transformation is occurring separately in individual areas (AP, Treasury, Operating Areas) and on an organizational-wide basis. This session covers some of the key drivers of payment transformation: demands for improved process efficiency; a broader view that includes internal areas and counterparties; risk management and fraud prevention; timeliness. Making payments faster addresses a speed concern. Making payments better might streamline the communication of payment information between partners more efficiently. Making payments more secure has become an executive demand. Payment transformation doesn’t look at these elements in isolation or with a one-size-fits all. This fast-paced discussion will cover how organizations can develop and implement a comprehensive transformation of their payment processes and technology.
45: What Is PCI-DSS?
What is PCI-DSS? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss what PCI-DSS is, who needs to pay attention to it and how it can reduce the costs associated with fraud.