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.
#368 – Thriving as a Treasurer During Economic Volatility with Bottomline
Craig Jeffery speaks with Leo Gil of Bottomline Technologies about how treasurers can lead through economic volatility. From improving real-time cash visibility to leveraging technology and scenario planning, Leo outlines how treasury teams can shift from operational support to strategic leadership. Discover key pillars for effective liquidity management and navigating risk with confidence.
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.
#353 – 2025 Tariffs and Treasury with Bottomline
Craig Jeffery and Leo Gill explore how tariffs impact treasury, sharing insights from a flash survey. They discuss financial risks, corporate responses, and the role of automation in navigating uncertainty. Listen in to learn more.
Webinar: Navigating Changing Fee Structures: Leading Practices for Payment Strategy | April 30
Prioritizing the management of fluctuating bank and payment card fees is essential to building a successful financial and payment strategy. Join experts from Strategic Treasurer and Optimized Payments in this webinar as they explore leading practices for adapting your approach to the evolving landscape of fees.
#352 – Time to Value, Time to Revenue: How Partnerships Are Expediting Implementation with Deluxe
In today’s podcast, Craig Jeffery speaks with Rick Scholz from Deluxe to explore how strategic partnerships are being formed to overcome resource constraints. They discuss the role of embedded banking, the growing reliance on external parties for advisory support, and the increasing demand for faster implementation and revenue generation. Listen in to learn more.
2025 Tariffs and Treasury Survey
This rapid research survey captured real-time data on how treasury and finance are thinking about the new and potential tariffs being implemented around the world. How are the impacts of tariffs viewed and what steps are being taken in response? Download the survey report today.