Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersGuidance and Support with Strategic Treasurer
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Fintech Hotseat Head-2-Head: AI and ML Use and Plans
January 23 at 11AM EST
Join us for this fast-paced Head-2-Head session exploring how AI and ML are providing treasurers with the tools they need to navigate complex financial landscapes and unlock new levels of operational excellence.
Credits will not be offered with this webinar.
#335 – Learning from Financial Fraud Series Episode 14: $230M USD Social Engineering Theft
Welcome to another episode of our Learning from Financial Fraud Series. In this fourteenth episode, Jonathan is joined by Craig Jeffery to examine one of the largest cryptocurrency thefts in history. Craig walks us through the attackers’ methods, how they exploited human vulnerabilities, the losses, and the critical lessons organizations can learn to protect against similar scams.
2024 Treasury Perspectives Survey Report
For the 6th year running, Strategic Treasurer and TD Bank are proud to present the findings from the Treasury Perspectives Survey with data from nearly 350 respondents operating primarily across North America and Europe. This annual study polls treasury and finance professionals on their views regarding the economy, technology, industry innovation, and regulation to better understand top challenges and opportunities in the marketplace.
2024 Treasury Technology Analyst Report
Our latest Treasury Technology Analyst Report is now available! Get the latest on top treasury technology solutions right here. Researching new treasury and finance technology can be overwhelming. Strategic Treasurer has stepped in to help. Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage within.
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
Financial Risk Management
Treasury Technology
Working Capital Optimization
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
Analyst Reports
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#332 – Making Payments Intelligent: The Paradigm Shift (Deluxe)
In this episode, Craig Jeffery, Managing Partner of Strategic Treasurer, and John Rubinetti, President, B2B Payments at Deluxe, discuss the evolution of payments modernization. They explore how banks are shifting from isolated automation to end-to-end solutions, prioritizing data insights, speed, and collaboration. Listen in to learn more.
Fintech Hotseat Head-2-Head: Cash Forecasting
Accurate cash forecasting is identified by the majority of treasury groups as among their most critical needs. Watch this fast-paced Head-2-Head on demand where we will explore innovative cash forecasting solutions that enable treasurers to navigate uncertainty and make more agile, informed financial decisions.
#331 – Generative AI’s Impact on Treasury: Workplace, Cashflow Forecasting, and Cybersecurity
In this episode, Craig Jeffery and Royston Da Costa explore the impact of generative AI in the workplace, with a focus on large language models (LLMs) and tools like ChatGPT. They discuss how AI is transforming cashflow forecasting, enhancing cybersecurity, and strengthening risk management. Listen in to learn more.
Webinar: 2025 Treasury Trends | December 12
As we approach 2025, the global financial environment is shifting rapidly in some concerning directions. Geopolitical tensions persist, and the possibility of wars spreading continues to increase. Central banks are grappling with economic imbalances while seeking to avoid unwanted consequences of their decisions. Technological advancements are reshaping treasury operations, and the pace is accelerating. This webinar will explore the following questions:
• Should treasurers leverage AI and advanced analytics to enhance risk management and decision-making?
• What strategies can companies employ to optimize liquidity and working capital in an increasingly globalized and digital economy?
• In what way and to what extent will real-time payments and APIs impact cash management practices?
Join our expert panel for an insightful discussion on the transformative trends shaping treasury management and learn how to position your team and organization for success in this dynamic financial landscape.