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.
Fintech Hotseat Head-2-Head: Data Management
November 13 at 11:00 AM EST
In this Head-to-Head session, leaders will present how they help treasury normalize, move, ingest, and analyze financial data. Today, there is far more data being generated more quickly. Leveraging that data requires excellent, modern tools and solution sets.
1.2 CTP and FPAC credits available.
#272 – Exploring the Current Technology Situation: 2023 Treasury Technology Survey Data
Technology is changing rapidly. Recently completed research on the topic of treasury technology brought many interesting data points and trends to light. Join Jon Paquette of TIS and Craig Jeffery of Strategic Treasurer as they talk through the implications for treasury.
Their discussion includes technology adoption rates, the growing value of technology investments, and the use of AI and machine learning in treasury.
Download the survey report here: https://strategictreasurer.com/2023-treasury-technology/
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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#132 – Becoming a Treasurer, Part 15: Use Momentum. Challenge Linear Thinking.
On this episode of the Becoming a Treasurer series, Craig Jeffery continues the Learning from Literature sub-series, showcasing Laura Ingalls Wilder’s Farmer Boy. This illustration covers creative ways to use momentum and challenge linear thinking with view to treasury processes and general life lessons.
Webinar: Treasury Fraud & Controls: 2021 Survey Results
This webinar covers the results and provides insights into the 2021 Treasury Fraud and Controls Survey. This survey’s purpose was to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners were polled on their experiences with fraud and on the range of controls, safeguards, and security practices employed to protect their financial assets and information. The data was compiled and is used to educate the industry as to how the fraud landscape is evolving, and how practitioners can better protect themselves and their organizations against attacks.
Webinar: Improving Payables: Understanding Virtual Cards
During this webinar, attendees will learn how virtual cards function and what spot they can fill in the company’s payable strategy. We will discuss the manner in which they can add value and reduce complexity, cost and concerns to corporations.
#131 – 2020 Treasury Perspectives Survey Implications
Host Craig Jeffery sits down with Tom Gregory, SVP and Head of Treasury Management Sales at TD Bank, to discuss the findings from the 2020 Treasury Perspectives survey. For the third year running, this annual study polls treasury and finance professionals on their views regarding the economy, technology, industry innovation, and regulation to better understand top challenges and opportunities in the marketplace.