Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Hyperscaling Fraud vs. Building Adaptive Defenses
As fraud tactics become more sophisticated and scalable, traditional defenses must evolve with them. This white paper examines how treasury and finance teams can build a more adaptive approach to payment security by strengthening foundational practices and continually reassessing people, processes, controls, account structures, and technology as risks change.
Transaction Banking in 2026: What Your Peers Are Prioritizing Now
November 3 at 2 PM EST
Drawing on the 2026 Transaction Banking Perspectives Survey, conducted this past summer, this webinar will explore what respondents are saying about the economic environment, changing client and payment needs, emerging technologies and risks, and the broader transaction banking landscape.
1.2 CTP, FPAC, and CPE credits available.
103: What’s the Difference between FDIC and SIPC?
In today’s podcast episode, we discuss the distinctions between FDIC and SIPC. This discussion covers why FDIC and SIPC were created, the nuanced differences, and whether enrollment is required for their protection.
Compliance Survey Report
The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
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
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.
#135 – Diving into the Deep End: Talking Technology While Considering Financial Exposures
On this episode, Host Craig Jeffery kicks off the 2021 Outlook series with Todd Yoder, Global Director of Treasury at Fluor Corporation, for an in-depth conversation on technology, financial exposures companies are facing today, and their impact on treasury groups.
19: Vaccines Result in Positive Outlook (Period 18)
On this episode of the Global Recovery Monitor series, Craig Jeffery and Alexa Cook of Strategic Treasurer explore period eighteen’s results from the COVID-19 impact and response survey. This new data reveals how the news of vaccines resulted in a positive outlook across medical, economic and social fronts. It also covers shifts to top concerns, expectations on a global lockdown, and voluntary staff leave trends. Listen in to this important update reported by the treasury and finance community.
31: What Are Days Payables/Days Receivables?
What are days payables and days receivables? Coffee Break Session Host Alexa Cook catches up with Craig Jeffery, Managing Partner of Strategic Treasurer, to discuss this topic. They cover what days payables and days receivables are, why they are both important, and why treasury should care about them.
#134 – Becoming a Treasurer, Part 16: The Not-to-Do List and the To-Do List
On this episode of the Becoming a Treasurer series, Craig Jeffery continues the Learning from Literature sub-series, this week showcasing Robert Frost’s poem “The Road Not Taken.” This illustration covers the opportunistic situations treasurers can take advantage of, as well as intentional directions with a view to career choices and approaches to life and tasks. Listen in on how to make choices that lead you to the road of success.