Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Live Survey: 2019 Supply Chain Finance

This newly revised survey, developed in partnership with Kyriba, covers a range of operational practices and strategies related to buyer, supplier, and bank use of supply chain finance programs. Primarily, this survey seeks to identify the main drivers pushing firms to adopt or participate in supply chain finance programs, and how current issues related to working capital and economic performance are impacting these drivers. Factors related to the purchase, implementation, and ongoing use of SCF technology are also evaluated from the standpoint of numerous parties within the supply chain.

 

New Release: 2018 FinTech Analyst Report Series

Researching new treasury and finance technology can be overwhelming. Strategic Treasurer has stepped in to help. Explore our definitive guides in the FinTech Analyst Report Series and discover detailed coverage of current solutions and evaluate some of the top vendors in the market.

Compliance: 2018 Survey Results Webinar

This webinar will cover some of the more salient data points obtained through the survey, including which areas of regulation treasury struggles with the most and the specific aspects of the environment that practitioners are most concerned about. Areas of analysis will include sanctions screening and KYC requirements, FBAR, the use and traction of eBAM solutions, and the current strategies, practices, and plans that practitioners are leveraging to manage their compliance-related operations now and into the future.

Cash Forecasting & Visibility: 2018 Survey Results Webinar

This webinar will focus on understanding the layers of internal complexity that can make cash positioning and forecasting so difficult, as well as the array of technologies, systems, and processes used by companies to enhance the accuracy of their forecasts and effectively manage cash.

GT email eBook page

GT email eBook page

You’ve read our analyst reports, attended our webinars, and listened to our podcasts, but have you ever seen our e-books? We’re offering yet another resource to keep you informed.
Download today for in-depth coverage on these timely topics in treasury.

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

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Industry Surveys

Industry Benchmarks

Turn-Key Webinars

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Analyst Reports

Temporary Treasury Staffing
Connectivity & Onboarding
FBAR Compliance Filing
Bank Fee Management
Leading Practices Benchmarking
Pricing Analysis
Bank Staff Training
Time to Revenue
Underwritten Industry Surveys
Leading Practices Benchmarking
Analyst Report Participation
Co-Branded Webinar Hosting
Co-Authored Content Creation
Underwritten Industry Surveys
Leading Practices Benchmarking

#18 – Empowering the Treasury Community

The role of the corporate treasurer is increasing in importance today. On this episode of the podcast, Strategic Treasurer’s Managing Partner Craig Jefferey and ION Treasury’s Global Head of Corporate Development Alex Triplett share valuable insights on empowering the treasury community through operational best practices, machine learning techniques, and using data science to inform optimal decision making.

#17 – What Makes Our Market Research Tick?

Over the past decade, Strategic Treasurer has worked diligently to develop an industry-wide treasury market research program, and today, nearly a dozen surveys are offered annually across topics including fraud, B2B payments, compliance, risk management, and technology. But what goes on behind the scenes? What is the ultimate goal of this research, and, most importantly – how is it being leveraged to drive greater understanding and awareness within the industry?

2018 Supply Chain Finance- FinTech Analyst Report

This report aids corporate practitioners in understanding supply chain finance programs and technology solutions.  It includes an overview of the economic conditions that led to increased interest in SCF, background on the business case, and in-depth coverage of some leading providers.