Consultants in Treasury
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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.
GENIUS Act: Overview, Survey Results, and Implications
December 16 at 2:00 PM EST
Join us for an in-depth webinar examining the implications of the GENIUS Act for the treasury and finance community, as well as insights from our recent GENIUS Act Survey, providing a data-driven look at current levels of awareness, anticipated challenges, and expected adoption rates.
1.0 CTP, FPAC, and CPE 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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29: What Is a Payment Hub?
What is a payment hub? Coffee Break Session Host Alexa Cook catches up with Craig Jeffery, Managing Partner of Strategic Treasurer, to discuss what treasurers need to know about payment hubs. They cover what payment hubs are, how they differ from other technologies, and some of the ways treasury can benefit from using them.
#130 – 2020 B2B Payments Survey Implications
On this episode of the podcast, Host Craig Jeffery joins Brian Greehan, Senior Vice President of Channel and Network Success at Bottomline Technologies, to examine survey results around shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B) payments landscape.
Webinar: Technology Developments & Disruptions: Separating Opportunity from Hype
Organizations and finance staff must improve consistently in order to stay competitive, and competitiveness almost always requiring leveraging technology. In this panel discussion, the conversation focuses on the most promising technologies that are in play now and are seeing increasing adoption in finance. How should organizations move forward with technology (staying current, learning, piloting, expanding), and how should a finance professional respond personally to the opportunity and risk of disruptive technology? Which technologies will eat another’s lunch? What is driving the focus on forecasting? What is actually current in data analytics?
Webinar: Measuring the Recovery
In response to the COVID-19 global pandemic, the Treasury Coalition formed to assist treasury and finance professionals in examining the impact the industry. Through weekly, biweekly, monthly, and now bi-monthly surveys, data has been collected, analyzed, and distributed for the good of the industry. Specifically, the survey looked to gather concerns, response plans, and monitor economic preparations and impact changes throughout the pandemic life cycle. This webinar will review the results to date, dive into cross cuts of the data, and discuss what organizations can do as we recover.