Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
ACH Payment Security: Ready or At Risk
This short survey explores how corporate organizations are approaching ACH security requirements and how banks view their clients’ readiness.
Join us in our market research and take the brief survey today!
Payment Essentials: Keeping Up with Payments
October 15 at 2 PM EDT
Those responsible for payments must keep pace with accelerating developments. This fast-paced session will highlight major changes and shifts and provide a practical framework to help treasury teams stay current and respond effectively as the environment continues to evolve.
1.2 CTP, FPAC, and CPE credits available.
90: Decoding Earnings Credit Rate (ECR)
Join us in this week’s Coffee Break Session as Jason Campbell and Craig Jeffery unpack ECR’s significance, its direct connection to reserve requirements, and why treasury professionals should pay close attention to it. Discover the impact of shifting interest rates on earnings generated from balances and explore actionable steps to optimize banking relationships and effectively manage counterparty risk.
Visit StrategicTreasurer.com/ecr to gain access to a quarterly ECR report.
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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04: What is eBAM?
Special Host Alexa Cook catches up with Craig Jeffery, Managing Partner of Strategic Treasurer to discuss electronic bank account management.
#75 – How AI and Machine Learning are being used in Treasury
Host Craig Jeffery leads an overseas interview with Viola Hechl-Schmied, Product Owner for Machine Learning at ION Treasury and Product Manager for ION’s Treasury Product ITS. They discuss insightful plans and a case study where treasury and treasury technology providers explore the use of machine learning. Listen into the discussion to find out what’s next for machine learning.
#74 – 2020 Treasury Fraud and Controls
Host Craig Jeffery interviews Chris Gerda, Risk and Fraud Prevention Officer of Bottomline Technologies on the current and projected impact of fraud on the finance and treasury environment. Topics of discussion center around corporate fraud concerns, security spend, hacking tactics, recent events, and the significant value of the 2020 Treasury Fraud & Controls Survey. Listen in to find out how you can better protect yourself and your organization against attacks.
03: What is EDI?
Special Host Alexa Cook meets up with Managing Partner Craig Jeffery of Strategic Treasurer to discuss the key elements of Electronic Data Interchange.