Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
State of Corporate Payment Supervision
This flash survey explores where payment ownership truly resides and how companies are approaching this critical function. In less than five minutes, you can share your perspective, contribute to the profession, and gain insight into how others are managing this essential role.
Results will be released at our Superintending Payments Workshop on March 11. Survey is only open until Noon Eastern on Monday, March 9.
Join us in our market research and take the survey today!
Workshop Series: Superintending Payments
March 11 at 11:30 AM EDT
This live, three-hour workshop will examine the treasurer’s role as superintendent of payments, covering real-time payment rails such as RTP and FedNow, approaches to strengthening payment security, and key considerations in managing cross-border payments and FX activity. Attendees will gain practical frameworks for overseeing payments and strengthening organizational control and efficiency in a rapidly evolving environment.
3.6 CTP credits pending.
#289 – Short-Term Investing Series by Federated Hermes – Part 2: Cash and Credit Considerations
Join us for another installment of the Short-Term Investing Series by Federated Hermes on the Treasury Update Podcast. In this episode, experts from Federated Hermes discuss the nuances of short-term investments, focusing specifically on cash and credit considerations. The conversation touches on credit quality, duration, economic outlook, yield curve, money market funds, managing asset-backed securities, and more.
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.
Strategic Treasurer Acquires CTMfile, Expands Reach in Europe
Strategic Treasurer, a treasury research and consulting firm, has acquired CTMfile, a web-based treasury news outlet headquartered in the UK. The acquisition, which closed on August 6th, provides CTMfile with the backing and support to increase growth while expanding Strategic Treasurer’s reach in Europe and other regions.
#161 – Becoming a Treasurer Series: Part 22 – Communication: Mars and Venus
How can you minimize the communication conflict between treasurers and controllers? On this episode of the Becoming a Treasurer series, Author Craig Jeffery continues a mix of interviews around his book, The Strategic Treasurer: A Partnership for Corporate Growth. The chapter of discussion, “Communication: Mars and Venus,” explores the variety of ways the treasurer and controller see things differently. The reasons behind these differences are described and discussed, allowing for understanding between these two crucial financial players. Listen in to the discussion to find out more.
Webinar: Payment Security Services in Context: Stacking Your Defensive Line
With rising fraud rates and new threats cropping up for digital payments, treasurers are seeking to decrease the risk of fraud and strengthen their defenses. While there are a number of ways individual companies can batten down their own security hatches, there are also ways networks as a whole can build a robust defense. This webinar will discuss how networks and participants can join forces to protect digital payments and combat fraud.
43: What Is Straight-Through Processing?
What is straight-through processing? On this episode of the Coffee Break Session, Host Alexa Cook talks with Craig Jeffery on what it is and some practical examples. Listen in to learn more.