Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Payment Security Report
The inaugural edition of Strategic Treasurer’s Payment Security Report examines the growing role of treasury in protecting organizational payments within an increasingly complex and interconnected environment. Drawing on Strategic Treasurer’s research and industry expertise, the report provides treasury and finance leaders with practical insight into building more resilient, coordinated, and adaptive payment security programs.
Head-2-Head: Short-Term Investing
August 11 at 11 AM EDT
In this Head-2-Head session, fintech providers will discuss how their solutions support short-term investing needs in today’s evolving environment. Attendees will hear different perspectives on how technology-enabled approaches are being applied to help treasury teams manage excess cash, offering insight into the considerations organizations evaluate as they assess options and adapt to a more complex investment landscape.
1.2 CTP credits available.
#265 – Learning from Financial Fraud Series Episode 4: Unmasking the FTX Fraud & Safeguarding Your Assets
Welcome back to the “Learning from Financial Fraud” series. Listen in as Jonathan and Craig from Strategic Treasurer delve into the FTX scandal, a recent case involving FTX Trading Ltd. Learn about the charges faced by Mr. Sam Bankman-Fried for the alleged misappropriation of customer funds.
This discussion includes vital safeguards and the issue of insider fraud – a challenge that surrounds us all.
Learn more about how you can safeguard your company by clicking HERE
Follow these links to hear the other podcasts in the Learning from Financial Fraud Series:
Unveiling the Parmalat Fraud Scandal and Bankruptcy
Understanding the Satyam Scandal and Its Consequences
Unraveling the Wirecard Fraud – Safeguarding Your Business
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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#94 – Being a Treasury Learner with Focus and Humility
Host Craig Jeffery interviews Todd Yoder of Fluor Corporation on being a treasury learner. With the approach of focus and humility as a way to deepen knowledge, they share effective learning techniques and tactical ways to achieve success as a treasurer in today’s shifting environment. Listen in to the discussion to learn more.
06: Still Stormy with Signs of Daylight
Series Host Meredith Zonsius catches up with Alexa Cook and Craig Jeffery of Strategic Treasurer on the fifth week’s results from the COVID-19 Impact & Response Survey. This new iteration of the micro-survey focuses on reopening the economy and lifting the lockdown from a health, medical and economic standpoint. Listen in on this week’s results from treasury and finance professionals as we continue to monitor the situation.
#93 – How the COVID-19 Crisis is Reshaping and Accelerating Regulations and Compliance
On this episode of the 2020 Outlook series, Craig Jeffery talks with Tom Leitch, Vice President and Chief Operating Officer and Ian McNaughton, Head of Product UK, at TreasuryXpress to discuss how the COVID-19 crisis is reshaping and accelerating regulations and compliance.
05: Economic Distancing and Lockdown Length
Craig Jeffery and Alexa Cook explore the fourth week of results from the COVID-19 Impact & Response Survey. This new wave of responses reveals major issues impacting our industry.