Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Payment Security Roadmap

Are you on the road to security? Securing payments is an ongoing process as the threat of fraud increases each day. Strategic Treasurer has spent years researching the market and its response to fraud of all types. Using that data, combined with our senior consultants’ expertise, we’ve developed a robust solution set with a clear path to stronger payment security. The Payment Security Roadmap provides a clear path to stronger organizational defenses and a reduced risk of loss due to fraud.

Visit strategictreasurer.com/security-snapshot for your free security snapshot.

2022 Outlook Series

2022 Outlook – Podcast Series

This series within The Treasury Update Podcast features interviews with treasury experts about their expectations, projections, and insights for the year ahead.

Tune in to the first episode today! 

#183 – 2022 Outlook Series: Technology Outlook (Fluor)

#183 – 2022 Outlook Series: Technology Outlook (Fluor)

On this episode of the 2022 Outlook series, Host Craig Jeffery sits down with Todd Yoder, Global Director of Treasury at Fluor Corporation, for an in-depth conversation on technology. They take a look back at 2021 treasury trends, and then forward to 2022 to discuss M&A market trends, technology and security, staffing shifts, and more. Listen in to this dynamic discussion to learn valuable insights for the year ahead.

The Treasurer's Blueprint for Transformation eBook

The Treasurer’s Blueprint for Transformation eBook

Change is a constant, and there is a certain pattern to how technology changes. Recognizing and anticipating this pattern can help organizations understand what is happening, when to anticipate a tipping point, and what to expect. The goal of this eBook is to discuss the pertinent details and lay the foundation for treasury professionals to understand the environment and evaluate their needs and solution structures more quickly and accurately. 

Treasury Perspectives: 2021 Survey Results

Treasury Perspectives: Survey Results Webinar

Strategic Treasurer and TD Bank’s annual Treasury Perspectives Survey polled treasury and finance practitioners on their current perspectives, plans and strategies on a range of issues: economic and geopolitical outlook, credit use and availability, COVID-19 impact, operations and benchmarks, staffing, regulation, bank relationship management, technology and more. This webinar will cover the survey’s results and will discuss the primary implications of this data for organizations in 2022 and beyond.

January 20 at 2:00 PM EST

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

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#181 – Treasury Review of 2021

#181 – Treasury Review of 2021

Host Craig Jeffery, Managing Partner of Strategic Treasurer, gives a treasury review of 2021. He discusses the implications of major activities and trends over the past year and looks ahead to what’s next in the coming year. Tune in to the conversation to find out more.

Webinar: 2022 Predictions and Trends

Webinar: 2022 Predictions and Trends

Join Kyriba’s Bob Stark and Strategic Treasurer’s Craig Jeffery as they discuss a range of ongoing trends and future predictions. What is happening with technology adoption (AI, ML, API, RPA)? How will compliance change in 2022 (payments, KYC)? What hot trends will slow and which will accelerate (real-time, technologies)? What are the drivers of these changes (macro economic, management, risk)? Polling questions will supplement the dialog and debate in order to capture the audience views in real-time.

#180 – Treasury Career Development

#180 – Treasury Career Development

Host Craig Jeffery catches up with Ernie Humphrey, CEO of Treasury Webinars, on the importance of career development and brand management. They discuss the foundation of a successful job search, how to merge and build a personal and professional brand in today’s virtual environment, and how to create winning relationships in a changing world to make a positive impact. Listen in to this lively conversation to learn more.