Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Compliance Survey Report
The regulatory landscape for treasury continues to grow in complexity, increasing the demands placed on compliance processes and technology. 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.
Download the survey report today to access the latest insights on compliance trends across the industry.
Head-2-Head: Short-Term Investing
August 11 at 11 AM EDT
In this Head-2-Head session, fintech providers will discuss how their solutions support short-term investing needs in today’s evolving environment. Attendees will hear different perspectives on how technology-enabled approaches are being applied to help treasury teams manage excess cash, offering insight into the considerations organizations evaluate as they assess options and adapt to a more complex investment landscape.
1.2 CTP credits available.
80: What Is the Debt Market?
What is the debt market? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to chat about the debt market. They discuss who the players are, how issuers and investors monitor the debt markets, and the difference in perspectives. Listen in and learn a little bit about the debt market.
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
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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Strategic Treasurer FAQ Sessions Shed Light on Common Treasurer Queries
Strategic Treasurer FAQ Sessions Shed Light on Common Treasurer Queries It is no secret that the realm of treasury has become a complicated environment to operate within. Gone are the days when treasury’s primary focus was simply executing payments; today, there are a...
#4 – FAQs in Treasury – Round #1
For the past several years, Strategic Treasurer has collected hundreds of questions asked by survey respondents and clients regarding a broad range of treasury-related technologies, challenges, and processes. Over time, this feedback has been used to develop a set of “FAQs” in Treasury. This podcast episode will feature Craig Jeffery, Managing Partner of Strategic Treasurer, as he responds to some of the most common questions we have received. Topics covered include PSD2 and its application in the U.S., comparing ERP treasury modules to TMSs, and evaluating the future impact of blockchain on the treasury landscape.
#3 – Treasury Fraud and Controls Survey 2018
In 2018, Strategic Treasurer & Bottomline Technologies released the results from their 3rd annual Treasury Fraud & Controls Survey, which provided a comprehensive view of the current state to which fraud is impacting the financial environment. In this episode, Isaac Zaubi interviews Craig Jeffery, Managing Partner of Strategic Treasurer, regarding some of the key findings from this survey. Discussion centers around topics including corporate fraud concerns and security spend, criminal innovation and common tactics used, and overall treasury fraud experience.
#2 – Discussing Treasury Technology with Craig Jeffery
This episode will provide a data-driven look at recent technology developments and corporate preferences and investment plans to analyze the current state of the financial technology space and provide insight as to where the industry is heading.