Consultants in Treasury
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2027 Treasury Technology Analyst Report
Our newest edition of the Treasury Technology Analyst Report is here!
Researching new treasury and finance technology can be overwhelming. Strategic Treasurer has stepped in to help. Explore our definitive guide to treasury technology.
Download the release today!
2027 Treasury Trends
December 15 at 2 PM EST
Looking toward 2027, this session will examine the trends influencing liquidity, payments, risk, technology, and financial strategy, with attention to both emerging developments and the changing economic and geopolitical environment.
1.2 CTP, FPAC, and CPE credits available.
#269 – AI’s Current and Future Impact on Treasury (Ferguson)
Have you been staying up to date on how artificial intelligence is transforming the landscape of treasury operations? Join us in today’s discussion as we explore AI’s current and future impacts with Royston DaCosta, Assistant Treasurer of Ferguson PLC, and gain insights into technology’s evolving role in shaping the finance world.
Compliance Survey Report
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.
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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#89 – Forecasting the Future of Treasury with 2020 Vision
On this episode of the 2020 Outlook podcast series, Host Craig Jeffery sits down with Tracey Ferguson Knight, Director of Solution Engineering at HighRadius to discuss forecasting the future of treasury. They unveil the top focus area for treasurers in 2020 and discuss how to profitably overcome its biggest pain point.
01: A Special Podcast Series Amid COVID-19
Special Host Meredith Zonsius sits down at a socially safe distance with Managing Partner Craig Jeffery of Strategic Treasurer to discuss the launch of the series, Global Crisis Monitor.
10: What is a Controller?
What is a controller? Coffee Break Session Host Alexa Cook talks with Kyle York, Corporate Controller at Commercial Contracting Corporation, to discuss the roles of a controller.
#88 – Protecting Against Fraud
Host Craig Jeffery joins Chris Gerda, Risk and Fraud Prevention Officer of Bottomline Technologies to discuss the results and strategies from the 2020 Treasury Fraud & Controls Survey. Topics of discussion center corporate fraud concerns, security spend, hacking tactics, criminal innovation and more key findings.