Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Compliance Survey Report
The regulatory landscape for treasury continues to grow in complexity, increasing the demands placed on compliance processes and technology. 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.
Download the survey report today to access the latest insights on compliance trends across the industry.
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.
#380 – Getting Your Treasury Data to Work for You
This episode explores how treasury teams can unlock the full value of their data. Paul Galloway breaks down key challenges like integration and trust, covers tools from TMS platforms to AI and APIs, and discusses forecasting models. Learn how to build a stronger data architecture and use forecasting techniques that improve visibility and decision-making across the organization.
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
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
Sign up for our newsletter here
Join our mailing list to receive the latest news and update by filling out the form below.
By filling out the form below, you acknowlege and understand you will be placed on Strategic Treasurer’s email list. For more information, you can view our privacy policy here.
#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!
Leading Practices in Treasury eBook
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...
#339 – Treasury Aggregators: As the World Gets Larger, How Can We Make It Get Smaller?
Craig Jeffery and Paul Galloway discuss the evolving role of treasury aggregators (TAs) in today’s connected world, including their function, the use of networks, APIs, and host-to-host (H2H) connections. Key topics include payment security, the future of SWIFT, and whether the expansion of APIs will support TAs or pose an existential challenge.
125: What Is Data Science?
In this episode, Christin Cifaldi dives into the world of data science — what it is, how it empowers businesses to make informed decisions, and the tools and technologies driving the field. Listen in to explore how data science sets itself apart from traditional statistics and its growing impact on strategy and operations.