Consultants in Treasury
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NEW | Leading Practices in Treasury
This second installment in the Professional Development Series delves into leading practices for treasury’s daily tasks.
In this ebook, both new and experienced treasury professionals will find practical, focused recommendations and considerations to help hone their skills.With fine-tuned leading practices for bank relationship management, bank account architecture, forecasting, compliance, managing unknown risks, and more, this guide offers tried and true approaches that will help you and your organization thrive.
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.
#340 – The 25 Questions and Answers That Will Define Finance & Treasury in 2025 with Craig Jeffery
In this rapid-fire Q&A podcast, Craig Jeffery explores the future of treasury in 2025, sharing insights on the key trends shaping the industry. Topics include AI, real-time payments, ESG, digital assets, cybersecurity, and more!
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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#338 – 2024 Treasury Year in Review
Craig Jeffery reflects on 2024’s key treasury developments, including advancements in APIs and AI, major private equity investments in FinTech, and shifts in global markets. Inflation is easing, regulations are evolving, and supply chains are stabilizing. Listen to learn more.
#337 – The State of Treasury Work and Recruitment (The Treasury Recruitment Co)
In this episode, Craig Jeffery from Strategic Treasurer and Mike Richards of The Treasury Recruitment Company discuss hybrid work models, salary trends, and the evolving treasury job market. They explore the growing role of AI in treasury careers, the importance of data skills, and how recruitment strategies are adapting to a changing workforce. Listen in to learn more.
Webinar: Global Payments Survey Results | January 14
The recent Global Payments Survey polled treasury and payments professionals on their pain points, expectations, and plans in view of today’s increasingly complex payments environment. The research collected longitudinal data and insights on topics such as cross-border and FX operations, compliance and security, faster payments, spending plans on payments technology, and elements of increasing complexity. This webinar will cover key findings from the survey results, offering an up-to-date view of the current payments landscape and your peers’ actions and plans.
124: What Is Yield to Maturity (YTM)?
In this episode, Paul Galloway unpacks yield to maturity (YTM) — what it is, how it’s calculated, and why it matters to investors. Listen in to understand the difference between YTM and current yield, how it influences investment decisions, and the risks associated with relying on YTM.