Consultants in Treasury

Advising individual clients. Informing the industry at large.
Global Recovery Monitor, September 30-October 28

Monthly Crisis Response & Economic Recovery Survey

The Global Recovery Monitor provides rapid exploration and response reporting on major factors impacting treasury and finance organizations. This effort is supported by the Treasury Coalition which consists of leading solution providers leveraging their networks to ensure comprehensive results for the good of the profession.

We will release a new iteration of this micro-survey every month along with the previous survey’s results so that together we can monitor the situation and best support our organizational responses.

Visit for ongoing surveys and results.

2020 Modernizing AP/AR Processing Survey Report

2020 Modernizing AP/AR Processing Results Report

With your help, we have been able to put a spotlight on AP and AR, uncovering insights on the progress of digitization; breadth of the process view in the organization out to trading partners; technology adoption; plans to spend; movement to outsourcing; and key drivers for each area. Download the results today!

#117 – Stories from the Front: Escalating Fraud Attacks

#117 – Stories from the Front: Escalating Fraud Attacks

Craig Jeffery speaks with Corporate Payment Expert Nithai Barzam, COO at nsKnox, on cybersecurity for payments and financials, fraud tactics and trends, system and infrastructure vulnerabilities, and advanced solutions to verify suppliers and prevent payment fraud. Listen in to learn how to protect your organization from cybercriminals.

2021 Treasury Fraud & Controls Survey

2021 Treasury Fraud & Controls Survey

This survey, underwritten by Bottomline Technologies, seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners are polled on their experiences with fraud and on the range of controls, safeguards, and security practices employed to protect their financial assets and information.

This data is compiled annually and used to educate the industry as to how the fraud landscape is evolving, and how practitioners can better protect themselves and their organizations against attacks.

Efficiencies in Payables Webinar

Efficiencies in Payables Webinar

Thursday, November 5 at 2:00 PM Eastern Time

Join Strategic Treasurer and Comdata as we cover areas for improving efficiencies from regular operational improvements to strategic shifts. Efficiency and security are almost always at the top of the list for payables. Efficiency may be a never-ending quest but most organizations know they have far to go to move into the leading practice/world class practice area in this space. Since we know that defects and errors are the most costly and biggest impediment to improving efficiency the dialog will emphasize tactics used to reduce errors.

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

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

20: What Is a Treasurer?

20: What Is a Treasurer?

Host Alexa Cook talks with colleague Melody Hart, Senior Consultant at Strategic Treasurer, to discuss the profession of a treasurer. Learn what is common for treasurer’s to do, some pathways to become a treasurer and more around their important role.