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.
91: Augmented Intelligence vs. Artificial Intelligence in Treasury
In this episode, we explore augmented intelligence with Craig Jeffery from Strategic Treasurer. Discover how a collaborative human-AI approach can optimize your treasury operations in this increasingly digital age.
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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05: What is Liquidity?
Coffee Break Session Host Alexa Cook catches up with Craig Jeffery, Managing Partner of Strategic Treasurer, to discuss the elements of liquidity.
#77 – What Did Treasury Achieve in 2019?
Meredith Zonsius, co-host of the Treasury Update Podcast, interviews Craig Jeffery, Managing Partner of Strategic Treasurer on the 2019 year in review. As the new year begins, they take a look back on the hottest treasury topics and discuss what’s next in 2020. They cover an array of topics encompassing what treasury has been working on, thinking about and acting on in 2019. Also, they discuss how that influences the mindset and plans of treasurers as they look forward to 2020. Listen into this insightful discussion.
#76 – The Future of Treasury Technology: Fintech Hotseat Discussions
On this special episode, Strategic Treasurer shares highlights from its 2019 Fintech Hotseat Panel Discussion at the AFP Conference in Boston. Moderator Dave Robertson, Managing Director of Deluxe Payment Advisory Solutions joins Rick Burke, Head of Corporate Products and Services of TD Bank, Brian Greehan, VP of Bottomline Technologies, Ajith Thekadath, VP of Global Head B2B Connect Network at Visa, and Craig Jeffery, Managing Partner of Strategic Treasurer. Listen in as they discuss significant increases in payment volume, sustainability, real-time payments, complexity of payments and more. Enjoy the discussion.
04: What is eBAM?
Special Host Alexa Cook catches up with Craig Jeffery, Managing Partner of Strategic Treasurer to discuss electronic bank account management.