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.
#258 – Navigating New Reporting Requirements and Financial Transparency: Beneficial Ownership Information Reporting (BOI)
Staying current with the reporting obligations is essential to avoid penalties and legal consequences. Today, we will hear from Craig Jeffery and Jason Campbell on Beneficial Ownership Information (BOI) reporting, a newly implemented reporting requirement that necessitates the disclosure of beneficial ownership interests. This filing is distinct from previous reporting obligations. Listen in and let us know your top thoughts and questions regarding BOI.
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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#54 – FAQs in Treasury: Round 2
On this episode of The Treasury Update podcast, Managing Director Craig Jeffery of Strategic Treasurer answers some of the most frequently asked questions in treasury on APIs, working capital, robotic process automation and more.
#53 – SWIFT gpi: Making Cross-Border Payments as Seamless as Domestic Ones
On this episode, Host Craig Jeffery talks to Daniel Lynch, SWIFT GPI Payments Innovation Manager, about the current status of international payments.
Global Payments 2019 Survey Results Webinar
During this expert-led webinar, Craig Jeffery of Strategic Treasurer and Bob Stark of Kyriba discuss results from the 2019 Global Payments Survey and share how organizations are addressing new challenges and opportunities. Tune in to hear key findings from this year’s research, created to show the drivers, attitudes and perceptions of various new, faster payment initiatives across the globe. This comprehensive evaluation of treasury and AP-related payments functions will assist practitioners in managing global payment activity technology for years to come.
#52 – Payment Priorities: The 2019 B2B Payments Survey Implications
On this episode, Host Craig Jeffery sits down with Andrea Eaton, VP of Marketing at Bottomline Technologies, to discuss findings and implications after our 2019 B2B Payments Survey.