Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Payment Security Report
The inaugural edition of Strategic Treasurer’s Payment Security Report examines the growing role of treasury in protecting organizational payments within an increasingly complex and interconnected environment. Drawing on Strategic Treasurer’s research and industry expertise, the report provides treasury and finance leaders with practical insight into building more resilient, coordinated, and adaptive payment security programs.
Head-2-Head: Short-Term Investing
August 11 at 11 AM EDT
In this Head-2-Head session, fintech providers will discuss how their solutions support short-term investing needs in today’s evolving environment. Attendees will hear different perspectives on how technology-enabled approaches are being applied to help treasury teams manage excess cash, offering insight into the considerations organizations evaluate as they assess options and adapt to a more complex investment landscape.
1.2 CTP 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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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#157 – Becoming a Treasurer Series: Part 21 – Being a Partner, Not a Vendor
On this episode of the Becoming a Treasurer series, Craig Jeffery is interviewed on a chapter in his book, The Strategic Treasurer: A Partnership for Corporate Growth. The chapter, entitled “Being a Partner, Not a Vendor,” lays the intellectual framework and reasons why treasurers must act as a business partner and use their unique strengths to support their organization’s overall success. Listen in to the conversation to learn more.
2021 Treasury Technology Survey
Survey Results 2021 Treasury Technology Strategic Treasurer and GTreasury are proud to present the findings from the Treasury Technology Survey with data from over 250 respondents operating primarily across North America and Europe. This annual study polls treasury...
Webinar: Why TMS Should Be the Cornerstone of Your Treasury Transformation
Transforming your treasury operations from manual, paper-laden processes to a modern and efficient technology stack, complete with automation and integration that allow you to focus on strategic tasks, is a worthy goal. Once you’ve decided on a transformation project, though, how do you architect your technology stack? How do you determine what types of technology are right for your department, and perhaps most dauntingly, how do they all need to fit together? This webinar will discuss the ways in which a TMS can act as a cornerstone for your modern technology stack, acting as a single source of truth and tying your other solutions together.
#156 – Strategies for Managing Treasury (AFL)
On this episode of the Treasury Update Podcast, Host Craig Jeffery sits down with Holly Olson, Corporate Treasurer at AFL, to discuss strategies for managing treasury. Topics of discussion center around treasury operations with a view to automated payments, risk management, support of global business units, fraud prevention and more. Listen in to learn effective strategies for optimizing treasury operations around the world.