Consultants in Treasury

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Guide to Excellence in Treasury eBook

Now Available in Audio and Video Format!

Guide to Excellence in Treasury eBook

Whether you’re aiming to become a treasurer, have just landed the job, or have held the position for years but are still seeking ways to improve and grow, this guidebook has ideas that will help you and your organization thrive.

Download our newest eBook, Guide to Excellence in Treasury, with the button below.

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

Bank Account Compliance Webinar Series: FBAR & BOI

This session will start off with a brief refresh of the FBAR requirements. The majority of the webinar time will be allocated to studying beneficial ownership information (BOI) and new requirements that begin January 1, 2024 for companies that meet specific requirements. This is the first in a series that will explore BOI requirements and how to solve for this regulation.

0.6 CTP re-certification credits available

June 27, 11:00 AM – 11:30 AM EDT

June 28, 2:00 PM – 2:30 PM EDT

Treasury Fraud & Controls

Treasury Fraud & Controls Report

This research discovered how your fraud experiences and security practices has changed. Has your security framework been strengthened? Is your outlook as positive as the industry’s outlook on the threat of fraud? What security threats are on the rise? Download the report today for the latest insights.

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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#252 – Fed Support and Bank Failures (TreasuryGo)

#252 – Fed Support and Bank Failures (TreasuryGo)

The Fed has promised to make depositors whole, so there has been no loss of funds or long-term freezing of balances for individuals or corporates. Does this represent unlimited and permanent insurance coverage by the Fed? They showed up for these events. When won’t they show up with coverage? Listen in as Craig Jeffery and George Zinn discuss these important topics.

Webinar: Liquidity Management: Pain Points and Leverage | May 31

Webinar: Liquidity Management: Pain Points and Leverage | May 31

Managing liquidity in today’s organizations requires more than achieving visibility to cash balances. In an environment of risk and tightening access to capital and cash, challenges become amplified. A panel (representing corporates, SCF experts, and consultants) will discuss corporate pain points, developments in the economy at large, and the use of levers such as SCF to better manage liquidity.

85: What Is FedNow?

85: What Is FedNow?

Paul Galloway and Jason Campbell discuss the Federal Reserve’s new instant payment infrastructure, FedNow. We are two months from the official release of this new service. Let’s hear from Paul and Jason on what this service does, how it differs from its traditional alternatives, whether it supports payments outside the US, and some things to consider before we start using FedNow.