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Consultants in Treasury

Advising individual clients. Informing the industry at large.
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2025 AI in Treasury and Finance Survey

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!

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors

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.

#260 – Learning from Financial Fraud Series Episode 1: Unveiling the Parmalat Fraud Scandal and Bankruptcy

#260 – Learning from Financial Fraud Series Episode 1: Unveiling the Parmalat Fraud Scandal and Bankruptcy

Welcome to the Learning from Financial Fraud Series, where we will explore multiple major financial frauds and thefts to see how each one occurred, was kept hidden, and was eventually discovered. Today we are exploring one of the largest financial scandals in Italian history, the Parmalat fraud case. This scandal led to the Italian dairy and food company’s 2003 bankruptcy. Discover how the fraud occurred, its impact, and learn preventive measures. Join Jason Campbell and Craig Jeffery as they discuss some of the key points behind this significant corporate fraud.

2025 Tariffs and Treasury Survey 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.

Bank Connectivity: Navigating Complexity in a Hybrid World

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

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Industry Surveys

Turn-Key Webinars

Financial Risk Management

Working Capital Optimization

Industry Benchmarks

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Analyst Reports

Temporary Treasury Staffing

Connectivity & Onboarding

FBAR Compliance Filing

Bank Fee Management

Leading Practices Benchmarking

Pricing Analysis

Bank Staff Training

Time to Revenue

Underwritten Industry Surveys

Leading Practices Benchmarking

Analyst Report Participation

Co-Branded Webinar Hosting

Co-Authored Content Creation

Underwritten Industry Surveys

Leading Practices Benchmarking

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TMS Toolkit – Building the Business Case – GTreasury

TMS Toolkit – Building the Business Case – GTreasury

This eBook provides an extended look into the primary challenges associated with treasury’s B2B payment operations, including what is causing these challenges and how they are evolving over time. This resource also offers insight to the leading solutions and techniques available today for overcoming these challenges and maximizing efficiency across B2B payments workflows and procedures.

#58 – 2019 Global Payments Survey Key Findings

#58 – 2019 Global Payments Survey Key Findings

Companies are feeling the pressure to adapt to new payment requirements and achieve results. Host Craig Jeffery sits down with Bob Stark, VP of Strategy at Kyriba, to discuss key findings from their 2019 Global Payments Survey. This research provides a comprehensive view of the global payments environment—with a focus on the treasury function—and identifies the technologies and processes that are top-of-mind now and will continue to be important in the coming years. Listen in to find out more.

#57 – FAQs in Treasury: Round 3

#57 – FAQs in Treasury: Round 3

On this episode of The Treasury Update Podcast, Strategic Treasurer’s Managing Director, Craig Jeffery, shares valuable insights into the most frequently asked industry questions on accounting, hedging, working capital and more.