Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersPayment Essentials: Keeping Up with Payments
October 15 at 2 PM EDT
Those responsible for payments must keep pace with accelerating developments. This fast-paced session will highlight major changes and shifts and provide a practical framework to help treasury teams stay current and respond effectively as the environment continues to evolve.
1.2 CTP, FPAC, and CPE credits available.
#242 – 2023 Outlook Series: Will AI Change Your Hiring? with Todd Yoder (Fluor Corporation)
Innovations like ChatGPT are changing the way we gather information. Will these advancements negate certain treasury roles in the future? Will it affect whom you hire and the size of your team? Craig Jeffery of Strategic Treasurer and Todd Yoder of Fluor discuss a couple of items to keep in mind as we move forward.
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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Major Market Conditions Impacting Supply Chain Finance [Q2 2018 Newsletter Article]
Treasurers must constantly be aware of any issues that might disrupt their cash flows, while also identifying opportunities that could enhance liquidity. As part of these responsibilities, the financial supply chain takes on great importance.
Mitigating Tax Liability: A Primer for Treasury on Tax Equity Investments and Tax Credits
This webinar will cover different ways to mitigate tax liability for corporations via tax equity investments and tax credits. The event will be co-presented with Monarch Private Capital. 1.2 CTP and FP&A re-certification credits will be given for attendance.
The Importance of Security Training for Treasury
Financial professionals are aware of the threats and perhaps some of the options available. The threats are real – ignoring the problem is simply not an option.
Cards for Corporates: A Value Proposition for Treasury [Quarterly Webinar]
This session will provide an overview of card services, including a look at the current state and key considerations for treasury. 1.2 CTP and FP&A re-certification credits will be given for this webinar.



![Cards for Corporates: A Value Proposition for Treasury [Quarterly Webinar]](https://strategictreasurer.com/wp-content/uploads/Webinar-Promo-INV-cards-for-corporates-072618-400x250.jpg)