Consultants in Treasury
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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.
#236 – The Treasurers Have Spoken, Episode 2: Survey Results on Payment Hubs and Treasury Aggregators
In this second episode in our series covering the 2022 Analyst Report, Craig Jeffery and Paul Galloway of Strategic Treasurer discuss key findings and implications of relevant survey data. This week, we are focusing on payment hubs and treasury aggregators.
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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![Preparing for Change: Compliance in 2018 [Quarterly Compliance Webinar]](https://strategictreasurer.com/wp-content/uploads/Webinar-Promo-q2-compliance-041918-400x250.jpg)
Preparing for Change: Compliance in 2018 [Quarterly Compliance Webinar]
Each year new requirements arise as governments react to market changes. Waiting to react to these regulatory changes is risky. Learn the best ways to prepare for these changes in our quarterly compliance webinar. 1.2 CTP and FP&A re-certification credits will be given for this webinar.
Key Takeaways: 2017 Compliance Survey
The 2017 Compliance Survey found that compliance continues to be a mixed bag for treasurers. However, many are still behind on preparations for many important compliance regulations.
![Survey Results: 2017 Treasury Perspectives [Webinar with TD Bank]](https://strategictreasurer.com/wp-content/uploads/Webinar-Promo-INV-treasury-perspectives-032918-1-400x250.jpg)
Survey Results: 2017 Treasury Perspectives [Webinar with TD Bank]
This webinar is co-presented with TD Bank and will go over some of the high-level data points from the 2017 Treasury Perspectives Survey. Plus, get exclusive access to the results!
![Digitalization of Trade Finance: Opportunities for Banks and Corporates [Webinar with Finastra]](https://strategictreasurer.com/wp-content/uploads/Webinar-Promo-INV-finastra-trade-finance-032718-2-400x250.jpg)
Digitalization of Trade Finance: Opportunities for Banks and Corporates [Webinar with Finastra]
This session will explore how newer digital tools and approaches represent an opportunity to optimize working capital management through an expanded perspective of trade finance.