Consultants in Treasury

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2023 Treasury Fraud & Controls Survey

Treasury Fraud & Controls Survey

Strategic Treasurer & Bottomline

We are asking for input on your input on fraud and controls in treasury. Complete the survey to receive the exclusive report. Complete the survey to receive the exclusive report.

Join us in our market research and take the survey today!

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors

Evolving Payments: From Making Payments Globally to Virtual Cards

The payments landscape has been evolving more rapidly of late. Handling these changes has been a significant challenge, but newer payment types have also brought new opportunities and benefits. This session will cover the experiences, expectations, and plans of payment and treasury professionals. Companies are adapting in order to better manage payments across a range of geographies and currencies. Meanwhile, the scope and scale of fraud has sped the rise of virtual cards. This session will expand on the results and implications of two payment-related surveys.

1.2 CTP re-certification credits and 1.2 CPE credits available

January 31 at 11:00 AM EST

78: What Are Common Stocks?

78: What Are Common Stocks?

Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to discuss common stock. They discuss why companies issue common stock, second offerings, and treasury stock and talk about how it’s used. Listen in and learn a little bit about common stock.

2022 Virtual Card Solutions Survey Report

Virtual Card Solutions Report

In a growing environment of electronic payments, organizations are seeking ways to make safer, faster, and more efficient processes where visibility and value are increased and exceptions and challenges are diminished. The 2022 Virtual Card Solutions survey, presented with Mastercard, offers a comprehensive evaluation of virtual card programs and performance by organizations along with expectations and plans for the future.

2022 Treasury Technology Analyst Report

Treasury Technology Analyst Report

Researching new treasury and finance technology can be overwhelming. Strategic Treasurer has stepped in to help. Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage of these technologies.

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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77: US Economy FAQs

77: US Economy FAQs

Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to discuss the US economy. They discuss what the Fed is looking at, the importance of knowing what the Fed is thinking, the rising rates, and how the Fed’s decisions impact our economy.

Webinar: Platform Conversion & Customer Experience | January 24

Webinar: Platform Conversion & Customer Experience | January 24

When banks undertake a conversion of systems or banking platforms, the changes can significantly impact their customers. Far too frequently, these changes lead to a less than optimal experience for many clients. Why is this so frequently the case? What can be done to make future changes (major ones) a better customer experience than historical examples? This session will explore the nature of platform changes and identify some significant leading practices to support the success of treasury system and digital platform conversion projects. This session will be presented by Superior, a leading service company that has helped many banks with their platform and client transitions, and Strategic Treasurer, a leading consultancy that has worked with companies to help manage the requisite changes brought about by bank platform upgrades.

#234 – The Mysteries of Dollar Creation and the Future of Money

#234 – The Mysteries of Dollar Creation and the Future of Money

As a strategic treasurer, you need to be aware and alert. There are signs of what’s ahead all around. Are you seeing the signs? In this episode, Host Craig Jeffery interviews Todd Yoder, Global Director of Treasury at Fluor Corporation, on the long-term and short-term asset liability match and the impact of inflation. They also discuss many ideas on the future changes of money.

#233 – What Did Treasurers Learn from the Events of 2022?

#233 – What Did Treasurers Learn from the Events of 2022?

The year 2022 was an interesting ride. Global turmoil, supply chain issues, rising interest rates, and major acquisitions all caused concern and intrigue for treasurers and financial professionals around the world. In this podcast, Craig Jeffery and Paul Galloway of Strategic Treasurer discuss some of the key events of 2022. Listen in and feel free to share your thoughts by sending us an email.