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.
#262 – Learning from Financial Fraud Series Episode 2: Understanding the Satyam Scandal and Its Consequences
The Satyam scandal sent shockwaves through the industry, revealing a web of deceit within the renowned Indian IT services company that ultimately led to its collapse in 2009. By understanding the details shared in this case study, you will be better equipped in your role to safeguard your business against similar fraudulent practices. Listen in as Jason Campbell and Craig Jeffery discuss key takeaways from this scandal.
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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#67 – Seismic Shifts in Corporate Treasury Series: Focus on Investments
The broader macro-economic shifts combined with reactive changes at central banks adds sufficient background noise to any discussion on investments. On this episode of the Seismic Shifts in Corporate Treasury Series, Craig Jeffery sits down with Managing Director Fred McMullen and Executive Director Rick Wilkinson of Morgan Stanley to discuss major shifts impacting investments today. Listen in to find out more.
#66 – Cyber and Payment Security Update
On this episode, Strategic Treasurer’s Managing Partner Craig Jeffery discusses some perspectives on security that matters to payment, IT and treasury professionals.
#65 – FAQ’s in Treasury Round #4: Payment Hubs and Treasury Aggregators
Managing Partner Craig Jeffery of Strategic Treasurer shares valuable insights into key elements of centralized connectivity for treasury and accounts payable.
#64 – Seismic Shifts in Corporate Treasury Series: Open Treasury
On this episode of the Seismic Shifts in Corporate Treasury series, Host Craig Jeffery talks with Tracy Kantrowitz, VP and Chief Marketing Officer at TreasuryXpress to examine these data challenges in light of Open Treasury – the ability to seamlessly connect systems and data.