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.
#259 – Treasury Perspectives Survey Results: Are You Nervous or Excited About Technology Developments? (TD Bank)
In this episode, Craig Jeffery and Michael Gordon discuss key insights that emerged from the fifth consecutive Treasury Perspectives Survey. This annual survey is a collaborative effort between Strategic Treasurer and TD Bank. Listen in as they discuss the excitement surrounding technology developments, the top payment concerns, and what these findings mean for you as a treasury professional.
To explore the full survey report, download it here: Treasury Perspectives Survey 2023.
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
Sign up for our newsletter here
Join our mailing list to receive the latest news and update by filling out the form below.
By filling out the form below, you acknowlege and understand you will be placed on Strategic Treasurer’s email list. For more information, you can view our privacy policy here.
#61 – Understanding the Pain of Payments
Companies are facing a significant amount of payments pain as they grow and expand their global footprint. On this episode, host Craig Jeffery leads the discussion with Roger Comins, Senior Product Manager at GTreasury, on understanding these challenges and finding ways to address them, both internally and externally. Listen in to learn what is changing, why it matters and how it’s impacting organizations, treasury professionals and the end-to-end customer experience.
#60 – How to Get Stuff Done: Networking, Noise, Niceties & Nurturing Your Career
This episode details the journey of a busy treasurer juggling career navigation, skill-set maintenance, goal achievement, professional development, work/life balance and more. How does one person handle all these tasks (along with many others!), while also moving up the financial practitioner maturity model? For answers and advice, tune in to hear Lee-Ann Perkins, Assistant Treasurer at ION Geophysical, share her inspiring story and useful insights with Craig Jeffery, our podcast host and company founder. As they explore a variety of methodical and meaningful approaches to making every moment count—both in the office AND at home—be sure to follow along and learn how to better position yourself for success and fulfillment in the years to come.
2019 Treasury Compliance Survey
This research polled treasury and finance practitioners on their experiences, practices, and perspectives regarding a broad variety of compliance and bank account management operations
#59 – Seismic Shifts in Corporate Treasury Series: Better Payments
As the third installment of an ongoing series, this episode of The Treasury Update Podcast features special guests Jennifer Stanley and Sachin Thakur of MUFG as they explore key pain points in the payments process and more.