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.
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.
91: Augmented Intelligence vs. Artificial Intelligence in Treasury
In this episode, we explore augmented intelligence with Craig Jeffery from Strategic Treasurer. Discover how a collaborative human-AI approach can optimize your treasury operations in this increasingly digital age.
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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15: Back Towards Happiness
Craig Jeffery and Alexa Cook of Strategic Treasurer reveal period fourteen’s results from the Global Recovery Monitor. This new release shines a positive light on economic and health viewpoints. Top headlines include end-of-year job situations by industry, AR changes, outlook on liquidity positions, economic recovery estimates, and more.
21: What are Global & Emerging Payment Types?
Host Alexa Cook sits down with Stephanie Villatoro, Senior Consultant at Strategic Treasurer, to discuss both of these types of payments. They dive into some of the common payment types being used around the globe, new emerging payment methods and some pitfalls to watch out for.
#112 – Stories from the Front: The Oil and Gas Industry
The Treasury Update Podcast host Craig Jeffery kicks off this new series with LeeAnn Perkins, Assistant Treasurer at ION Geophysical, to discuss the impact of COVID-19 on the oil and gas industry at large and her story of how they are navigating this disruptive event.
Webinar: Making Payments: Moving Virtual for Flexibility
Join Craig Jeffery of Strategic Treasurer and Tad Fordyce of Comdata for a webinar on how virtualization functionally works to streamline the payments process, allowing your finance group to scale and adapt in a highly flexible manner.