Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
#237 – 2023 Outlook Series: The Labor Market Is Broken with Tony Carfang (The Carfang Group)
In this first episode of our 2023 Outlook Series, Craig Jeffery of Strategic Treasurer talks with Tony Carfang of the Carfang Group. They discuss Tony’s outlook on the coming year, covering topics such as inflation, debt, government spending, and corporate cash.
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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![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.