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.
#287 – Bank Conversions: A Playbook for Success with Superior
In this episode of the Treasury Update Podcast, Craig Jeffery discusses bank conversions with April Levin from Superior. They explore the impact on banks and their clients, covering assessment, cost considerations, and managing conversions. The conversation includes leading practices and crucial questions for commercial clients.
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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20: One-Year Milestone (Period 19)
On this episode of the Global Recovery Monitor series, Special Host Meredith Zonsius joins Craig Jeffery and Alexa Cook of Strategic Treasurer to discuss period nineteen results from the COVID-19 Impact & Response Survey. With a full year’s worth of data reported, they continue their discussions on the current state of recovery with a view to economic, health and social developments. Listen in to learn the major factors impacting treasury and finance organizations today.
35: What Are Header Accounts?
What are header accounts? On this brief episode of the Coffee Break Sessions, Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery. They discuss what treasury needs to know about header accounts, including what they are used for and how they differ from concentration accounts. Listen in and learn a little bit about header accounts.
#142 – Fintech Analyst Report Series – Part 1: Treasury & Risk Management Systems
On this episode of the Treasury Update Podcast, Strategic Treasurer kicks off a 3-part podcast series on its Fintech Analyst Reports, revealing the latest developments and trends around new treasury and finance technology. Listen in to Part 1 as Managing Partner Craig Jeffery explores Treasury and Risk Management Systems.
#141 – Part 2: Treasury’s Support of the Business
Host Craig Jeffery continues the 2021 Outlook series with Royston Da Costa, Assistant Group Treasurer at Ferguson plc, in Part 2: Treasury’s Support of the Business. Topics of discussion center around liquidity during the depths of the pandemic and throughout the recovery, as well as key success factors to help navigate potential changes in the year ahead.