Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2025 Treasury Fraud and Controls Survey
This survey seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners from all industries are polled on their experiences. The data is compiled with multi-year data and used to educate the industry on how the fraud landscape is evolving and how practitioners can better protect themselves and their organizations against attacks.
Join us in our market research and take the survey today!
Workshop Series: AI Initiatives
October 22 at 11:30 AM EDT
Artificial intelligence is an area of high interest and increasingly important focus for treasury teams seeking to improve performance and prepare for the future. This live, three-hour workshop featuring technology and treasury experts is designed to meet the need for practical, detailed, and finance-specific insights on AI. Attendees will gain a grounded view of how AI is being applied across treasury functions, the challenges and opportunities it presents, and real-world considerations surrounding adoption. With a focus on actionable knowledge and industry relevance, this workshop will equip participants to better evaluate, plan, and execute their own AI initiatives.
3.6 CTP and FPAC credits available.
73: What Is Debt Funding?
Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor, Paul Galloway, to discuss debt funding. They discuss what it is, why a company would issue debt, types of debt instruments issued, and the limitations of what can be issued. Listen in and learn a little bit about debt funding.
Cash Forecasting & Visibility Survey Report
Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon?
This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.
Bank Connectivity: Navigating Complexity in a Hybrid World
This ebook helps explain the key aspects of bank connectivity and address some critical changes that are occurring while providing practical and strategic guidance to those charged with connecting to the outside world.
Download your copy today!
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
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
Analyst Reports
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#5 – Expanding the Use of Tax Credits
This podcast introduces the fundamentals of Tax Equity Investing for corporations with a focus on tax credits. Tax equity investing aligns the interest of state and federal government (housing, energy, economic growth) and business (support for ESG and increased economic value). In this session, Craig Jeffery the managing partner of Strategic Treasurer interviews George Strobel the head of Monarch Private Capital to explore the motivations of government and corporate participants and mechanics of tax equity investments.
Strategic Treasurer FAQ Sessions Shed Light on Common Treasurer Queries
Strategic Treasurer FAQ Sessions Shed Light on Common Treasurer Queries It is no secret that the realm of treasury has become a complicated environment to operate within. Gone are the days when treasury’s primary focus was simply executing payments; today, there are a...
#4 – FAQs in Treasury – Round #1
For the past several years, Strategic Treasurer has collected hundreds of questions asked by survey respondents and clients regarding a broad range of treasury-related technologies, challenges, and processes. Over time, this feedback has been used to develop a set of “FAQs” in Treasury. This podcast episode will feature Craig Jeffery, Managing Partner of Strategic Treasurer, as he responds to some of the most common questions we have received. Topics covered include PSD2 and its application in the U.S., comparing ERP treasury modules to TMSs, and evaluating the future impact of blockchain on the treasury landscape.
#3 – Treasury Fraud and Controls Survey 2018
In 2018, Strategic Treasurer & Bottomline Technologies released the results from their 3rd annual Treasury Fraud & Controls Survey, which provided a comprehensive view of the current state to which fraud is impacting the financial environment. In this episode, Isaac Zaubi interviews Craig Jeffery, Managing Partner of Strategic Treasurer, regarding some of the key findings from this survey. Discussion centers around topics including corporate fraud concerns and security spend, criminal innovation and common tactics used, and overall treasury fraud experience.