Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Compliance Survey Report
The regulatory landscape for treasury continues to grow in complexity, increasing the demands placed on compliance processes and technology. The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
Download the survey report today to access the latest insights on compliance trends across the industry.
Head-2-Head: Short-Term Investing
August 11 at 11 AM EDT
In this Head-2-Head session, fintech providers will discuss how their solutions support short-term investing needs in today’s evolving environment. Attendees will hear different perspectives on how technology-enabled approaches are being applied to help treasury teams manage excess cash, offering insight into the considerations organizations evaluate as they assess options and adapt to a more complex investment landscape.
1.2 CTP credits available.
#261 – The Power of Connectivity and API Technology in Treasury Management (GTreasury)
In today’s episode, Host Craig Jeffery of Strategic Treasurer talks with German Karaivanov of GTreasury as they dive into the world of connectivity and API technology.
Explore the core technological and practical differences between file-based/SFTP connectivity methods and API-based approaches, and gain insight into why these distinctions are crucial for companies, particularly treasury groups.
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
Precision & Power: The Role of AI in the Modern Treasury
This ebook provides treasury professionals with a foundational understanding of artificial intelligence and its practical implications for finance. Designed for those looking to engage with AI in practical ways that meaningfully and safely support business functions, this first installment in our series on AI offers clear explanations of key concepts and subtypes, including machine learning, generative AI, and agentic AI.
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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#80 – Trends in Treasury
Kyriba VP of Sales Steve Bullock meets up with Host Craig Jeffery to discuss trends in treasury. With a focus on financial services and insurance companies, they share profitable insights into these businesses and what other industries can learn from them in both domestic and global markets. Topics of discussion center around technology expectations, data accessibility, software solutions and more. Listen into this engaging conversation to learn more.
06: What Are Bank Fees?
Special Host Alexa Cook catches up with Stephanie Villatoro, Senior Consultant at Strategic Treasurer to discuss bank fees.
What It Means to Go Strategic
Managing Partner Craig Jeffery of Strategic Treasurer kicks off the new #GoStrategic series with part one on what it means to go strategic. He provides an overview on why this series is relevant to treasurers and treasury leaders in 2020 and beyond.
Treasury Fraud & Controls: 2020 Survey Results Webinar
This webinar covers the results and provides insights into the 2020 Treasury Fraud and Controls Survey. This survey’s purpose was to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners were polled on their experiences with fraud and on the range of controls, safeguards, and security practices employed to protect their financial assets and information. The data was compiled and is used to educate the industry as to how the fraud landscape is evolving, and how practitioners can better protect themselves and their organizations against attacks.