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.
#276 – Organizational Security Assessments
Are you contributing to the security of your organization? Are you aware of your role? In today’s episode, Craig Jeffery, Managing Partner of Strategic Treasurer, shares insights and explores common testing exercises, the evolving security landscape, and practical recommendations for IT and treasury professionals. He also discusses the concepts of “Red Team” and “Blue Team” in regard to security, and how they play a crucial role in keeping your defenses current.
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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#106 – The Rise and Fall of Carry: Author Interview 2020
On this special edition of the podcast, Host Craig Jeffery interviews coauthor Kevin Coldiron on the book, The Rise of Carry: The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis. Listen in as they discuss the concept of carry and its historical and looming consequences.
18: What Are KPIs?
Coffee Break Session Host Alexa Cook catches up with Senior Consultant Melody Hart to discuss key performance indicators. They dive into the meaning and elements of KPIs and how they are typically used across organizations today.
TMS Toolkit – TMS Selection: Leading Practices – GTreasury
TMS TOOLKIT » The Goal » Critical Business Requirements » Understanding the Technology » Partnering with a Company » Building the Case » Selection Process » Preparing for Implementation » Looking Ahead » About the FirmsProvided by GTreasury, Powered by Strategic...
#105 – A Dialog on Cybersecurity
Host Craig Jeffery has a crucial conversation with Royston Da Costa of Ferguson plc on how cybersecurity has escalated in importance over the past few years as criminals have become more automated, persistent and patient with larger financial payouts for their crimes.