Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
ACH Payment Security: Ready or At Risk
This short survey explores how corporate organizations are approaching ACH security requirements and how banks view their clients’ readiness.
Join us in our market research and take the brief survey today!
Payment Essentials: Keeping Up with Payments
October 15 at 2 PM EDT
Those responsible for payments must keep pace with accelerating developments. This fast-paced session will highlight major changes and shifts and provide a practical framework to help treasury teams stay current and respond effectively as the environment continues to evolve.
1.2 CTP, FPAC, and CPE credits available.
#285 – 2023 Treasury Year in Review – Setting the Stage for the 2024 Outlook Series
We are excited to bring you our sixth annual Outlook Series on the Treasury Update Podcast. In this series, we bring you interviews with treasury experts about their expectations, projections, and insights for the year ahead. Today, we’ll hear from Craig Jeffery, Managing Partner of Strategic Treasurer, as he sets the stage by retrospectively examining the key trends and challenges encountered by treasury departments in 2023.
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
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#126 – Changing Expectations in Foreign Exchange
Host Craig Jeffery sits down with Ron Vodicka, Corporate FX Dealer at XE, and Steve Johnson, CFO at PMI Foods, to discuss the changing expectations in foreign exchange amid the COVID-19 pandemic.
27: How to Address Global Financial Risk?
How do you address global financial risk? Coffee Break Session Host Alexa Cook and Stephanie Villatoro, Senior Consultant at Strategic Treasurer, take closer look at natural hedging, commodity risk and the changes we’ve seen through 2020.
18: Voluntary Staff Leave Surprise
Craig Jeffery and Alexa Cook of Strategic Treasurer explore period seventeen’s results from the COVID-19 impact and response survey. This new data reveals surprising shifts in voluntary staff departures and a three-way tie in top concerns including staff safety protocols, access to adequate liquidity, and direct financial impact to businesses.
#125 – 2020 AFP Security Panel Discussion: Developments and Future Look
On this special episode of a 2020 AFP FinTech HotSeat, Moderator Dave Robertson, Managing Director of Deluxe Corporation, interviews Doug Cranston of Bottomline Technologies, Sylvia Rodee of Fifth Third Bank, Leigh Moore of Visa, and Craig Jeffery of Strategic Treasurer on new payment channels and types across the world.