Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
WORKSHOP & PRIVATE SESSION
Are you doing FBAR right?
If your answer isn’t a clear yes, this exclusive workshop is for you! Gain clarity through a 90-minute virtual session with a small group, followed by a 60-minute private consulting tailored to your situation.
Savvy Treasury Teams Are Getting AI-Ready. Here’s How.
August 19 at 2PM EDT
With generative AI expanding and autonomous “agents” gaining initial traction, finance teams are quickly adapting. For corporate treasurers, this isn’t a distant concern. It is an immediate opportunity. Are you ready to take advantage of it?
In this webinar, we’ll introduce a practical AI readiness checklist designed for forward-thinking treasury teams. You’ll leave with clear steps to evaluate your internal processes, assess your vendor ecosystem, and begin unlocking the value of AI with the data and systems you already have.
1.2 CTP and FPAC credits available.
#241 – The Treasurers Have Spoken, Episode 4: What is ELM?
In this fourth and final episode in our series covering the 2022 Analyst Report, Craig Jeffery and Paul Galloway of Strategic Treasurer discuss key points and implications of the current treasury technology landscape. This week, we are focusing on enterprise liquidity management (ELM).
Cash Forecasting & Visibility Survey Report
Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon?
This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.
Bank Connectivity: Navigating Complexity in a Hybrid World
This ebook helps explain the key aspects of bank connectivity and address some critical changes that are occurring while providing practical and strategic guidance to those charged with connecting to the outside world.
Download your copy today!
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.
04: What is eBAM?
Special Host Alexa Cook catches up with Craig Jeffery, Managing Partner of Strategic Treasurer to discuss electronic bank account management.
#75 – How AI and Machine Learning are being used in Treasury
Host Craig Jeffery leads an overseas interview with Viola Hechl-Schmied, Product Owner for Machine Learning at ION Treasury and Product Manager for ION’s Treasury Product ITS. They discuss insightful plans and a case study where treasury and treasury technology providers explore the use of machine learning. Listen into the discussion to find out what’s next for machine learning.
#74 – 2020 Treasury Fraud and Controls
Host Craig Jeffery interviews Chris Gerda, Risk and Fraud Prevention Officer of Bottomline Technologies on the current and projected impact of fraud on the finance and treasury environment. Topics of discussion center around corporate fraud concerns, security spend, hacking tactics, recent events, and the significant value of the 2020 Treasury Fraud & Controls Survey. Listen in to find out how you can better protect yourself and your organization against attacks.
03: What is EDI?
Special Host Alexa Cook meets up with Managing Partner Craig Jeffery of Strategic Treasurer to discuss the key elements of Electronic Data Interchange.