Consultants in Treasury

Advising individual clients. Informing the industry at large.
AdviseInform

2020 Higher Education

This newly revised survey, now in its 4th year, is specifically oriented towards treasury and finance practitioners operating within the realm of Higher Education. The aim of this research is to identify the specific drivers, challenges, and other factors impacting both private and public universities heading into 2020. Topics covered include technology use, fraud and security concerns, and top compliance challenges, among other areas. Results from this survey will be compared against data obtained from the broader corporate environment to better understand how the treasury and finance functions within Higher Education differ from other industries.

Join us in our market research and take the survey today!

07: What is Merchant Card Processing

07: What is Merchant Card Processing

What is Merchant Card Processing? Coffee Break Session Host Alexa Cook joins Stephanie Villatoro, Senior Consultant at Strategic Treasurer to discuss Merchant Card Processing. They provide profitable insights into the overall structure of merchant card processing and why merchant cards could be beneficial to organizations. Tune-in and enjoy these bite-size conversations every first and third Thursday of the month.

2020 Insurance Treasury

This brand-new survey, underwritten by Kyriba, is specifically oriented towards treasury and finance practitioners operating within the insurance industry. The aim of this research is to identify the unique financial drivers, challenges, and areas of focus for insurance companies heading into 2020. Topics covered include exposure management, technology and pain points within the insurance treasury community.

Join us in our market research and take the survey today!

SecureTreasury

Without proper training and testing, employees represent a massive vulnerability in your defenses against fraud. Ensure they understand how to identify and protect against all forms of attacks.

Strategic Treasurer offers a cloud-based program, designed to reduce the risk of corporate payment fraud by educating interdepartmental staff on common approaches to fraud, areas of organizational vulnerability, and leading practices for increased controls within a complete treasury security framework.

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

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Industry Surveys

Industry Benchmarks

Turn-Key Webinars

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Analyst Reports

Temporary Treasury Staffing

Connectivity & Onboarding

FBAR Compliance Filing

Bank Fee Management

Leading Practices Benchmarking

Pricing Analysis

Bank Staff Training

Time to Revenue

Underwritten Industry Surveys

Leading Practices Benchmarking

Analyst Report Participation

Co-Branded Webinar Hosting

Co-Authored Content Creation

Underwritten Industry Surveys

Leading Practices Benchmarking

05: What is Liquidity?

05: What is Liquidity?

What is Liquidity? Coffee Break Session Host Alexa Cook catches up with Craig Jeffery, Managing Partner of Strategic Treasurer to discuss the elements of liquidity. They examine the basic factors of liquidity and why cash visibility is vital for all organizations. Listen in for a quick review of liquidity.

#77 – What Did Treasury Achieve in 2019?

#77 – What Did Treasury Achieve in 2019?

Meredith Zonsius, co-host of the Treasury Update Podcast, interviews Craig Jeffery, Managing Partner of Strategic Treasurer on the 2019 year in review. As the new year begins, they take a look back on the hottest treasury topics and discuss what’s next in 2020. They cover an array of topics encompassing what treasury has been working on, thinking about and acting on in 2019. Also, they discuss how that influences the mindset and plans of treasurers as they look forward to 2020. Listen into this insightful discussion.

#76 – The Future of Treasury Technology: Fintech Hotseat Discussions

#76 – The Future of Treasury Technology: Fintech Hotseat Discussions

On this special episode, Strategic Treasurer shares highlights from its 2019 Fintech Hotseat Panel Discussion at the AFP Conference in Boston. Moderator Dave Robertson, Managing Director of Deluxe Payment Advisory Solutions joins Rick Burke, Head of Corporate Products and Services of TD Bank, Brian Greehan, VP of Bottomline Technologies, Ajith Thekadath, VP of Global Head B2B Connect Network at Visa, and Craig Jeffery, Managing Partner of Strategic Treasurer. Listen in as they discuss significant increases in payment volume, sustainability, real-time payments, complexity of payments and more. Enjoy the discussion.

04: What is eBAM?

04: What is eBAM?

What is eBAM? Special Host Alexa Cook catches up with Craig Jeffery, Managing Partner of Strategic Treasurer to discuss electronic bank account management. They discuss the foundational elements of eBAM and why it’s relevant to all organizations. Listen in and learn how eBAM can benefit you and your organization.

#75 – How AI and Machine Learning are being used in Treasury

#75 – How AI and Machine Learning are being used in Treasury

Host Craig Jeffery leads an overseas interview with Viola Hechl-Schmied, Product Owner for Machine Learning at ION Treasury and Product Manager for ION’s Treasury Product ITS. They discuss insightful plans and a case study where treasury and treasury technology providers explore the use of machine learning. Listen into the discussion to find out what’s next for machine learning.

#74 – 2020 Treasury Fraud and Controls

#74 – 2020 Treasury Fraud and Controls

Host Craig Jeffery interviews Chris Gerda, Risk and Fraud Prevention Officer of Bottomline Technologies on the current and projected impact of fraud on the finance and treasury environment. Topics of discussion center around corporate fraud concerns, security spend, hacking tactics, recent events, and the significant value of the 2020 Treasury Fraud & Controls Survey. Listen in to find out how you can better protect yourself and your organization against attacks.