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.

Forget Fear: The Tech Tools that Today’s Treasurers Need Now Webinar

Forget Fear: The Tech Tools that Today’s Treasurers Need Now Webinar

From BI to bank APIs, keeping up on the landscape of treasury technology can be overwhelming. This webinar will cover:

  •  what tech tools are the “new & now,” what’s coming next, and what is becoming obsolete
  • concrete, real-world examples of how companies are using these tools today
  • specifics on how to decide which tools are right for your organization
#170 – Payment Fraud: Stacking Your Defensive Line (TIS)

#170 – Payment Fraud: Stacking Your Defensive Line (TIS)

Host Craig Jeffery catches up with Jon Paquette, Senior Financial Solutions Expert at Treasury Intelligence Solutions (TIS), to discuss the concept of stacking your defensive line against payment fraud. They dive into a discussion on the importance of payment security, protection layers, points of intrusion, mitigation strategies and more. Listen to find out how to better protect your organization against payment fraud.

2021 B2B Payments Survey Report

2021 B2B Payments Survey Report

This survey sought to understand the shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B) payments landscape. This study provides valuable insights related to the overall payments complexity and challenges being experienced by practitioners within the treasury and finance environment, and also sheds light on the unique solutions and tactics employed by organizations to optimize payment processes and maximize efficiency.

Evaluating Tech Solution Sets Webinar

Evaluating Tech Solution Sets Webinar

This webinar will outline the methods and mindsets needed for understanding your technology needs, evaluating the solutions on the market, and discovering which one can best help you and your team excel for years to come.

 

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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2021 B2B Payments Survey

2021 B2B Payments Survey

 Survey Results B2B Payments Strategic Treasurer’s B2B Payments survey, developed in partnership with Bottomline Technologies, sought to understand the shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B)...

#168 – Payment Fraud: Rules for Security

#168 – Payment Fraud: Rules for Security

Host Craig Jeffery joins Rajiv Ramachandran, Senior Vice President of Product Strategy & Management, and Ahmad Sadeddin, Director of Product Management at Coupa, to discuss concepts featured in their eBook on Payment Fraud: Assessing & Responding to an Escalating Threat. Topics of discussion center around the current situation of payment fraud, the threat levels of various types of fraud, common areas of vulnerability, and rules for compliance. Listen to this episode to learn how to protect yourself and your organization against the rise of payment fraud.

#167 – Why TMS Should Be the Cornerstone of Your Treasury Transformation

#167 – Why TMS Should Be the Cornerstone of Your Treasury Transformation

Host Craig Jeffery joins Ashley Pater, Chief Product Officer at GTreasury, to cover questions from their webinar on why a treasury management system (TMS) should be the cornerstone of your treasury transformation. They share valuable insights and examples on how to transition treasury operations to a modern and efficient technology stack, complete with automation and integration that allow organizations to focus on strategic tasks. Listen to find out more.

Webinar: Payment Transformation: Improving AP Efficiency, Visibility, and Analytics

Webinar: Payment Transformation: Improving AP Efficiency, Visibility, and Analytics

Changing expectations, developing technology and new payment rails all add to the value proposition for engaging in payment transformation. Transformation is occurring separately in individual areas (AP, Treasury, Operating Areas) and on an organizational-wide basis. This session covers some of the key drivers of payment transformation: demands for improved process efficiency; a broader view that includes internal areas and counterparties; risk management and fraud prevention; timeliness. Making payments faster addresses a speed concern. Making payments better might streamline the communication of payment information between partners more efficiently. Making payments more secure has become an executive demand. Payment transformation doesn’t look at these elements in isolation or with a one-size-fits all. This fast-paced discussion will cover how organizations can develop and implement a comprehensive transformation of their payment processes and technology.