Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Payment Security Report
The inaugural edition of Strategic Treasurer’s Payment Security Report examines the growing role of treasury in protecting organizational payments within an increasingly complex and interconnected environment. Drawing on Strategic Treasurer’s research and industry expertise, the report provides treasury and finance leaders with practical insight into building more resilient, coordinated, and adaptive payment security programs.
Head-2-Head: Short-Term Investing
August 11 at 11 AM EDT
In this Head-2-Head session, fintech providers will discuss how their solutions support short-term investing needs in today’s evolving environment. Attendees will hear different perspectives on how technology-enabled approaches are being applied to help treasury teams manage excess cash, offering insight into the considerations organizations evaluate as they assess options and adapt to a more complex investment landscape.
1.2 CTP credits available.
#372 – ISO 20022: From Compliance to Competitive Advantage (TIS)
In this episode, Craig Jeffery and Mayank Randev explore ISO 20022 and what it means for payments, cash reporting, and treasury strategy. They discuss how richer data and global standards offer more than compliance and open the door to automation, resilience, and better insights. How can corporates turn a required change into lasting value? Listen in to find out.
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.
#334 – TMS and TRMS: Developments, Changes, and Directions
Craig Jeffery and Paul Galloway discuss developments in treasury management systems (TMS) and treasury & risk management systems (TRMS), including the shift between specialization and generalization, the evolution of technology, and the impact of democratizing technology in this space. Listen in to learn more.
#333 – The Treasury Technology Tipping Point with Royston Da Costa
In this episode, Craig Jeffery and Royston Da Costa discuss the tipping point for treasury management systems (TMSs). They explore whether TMS providers will embrace new technologies, including AI, to offer enhanced services to their customers or stick with more legacy, inflexible technology structures. Listen in to learn more.
122: What Are Floating Rates?
In this episode, Craig Jeffery explains floating interest rates — what they are, the factors that influence them, and how they compare to fixed rates. Listen in to learn more.
Webinar: 2025 Payment Initiatives Meeting Evolving Corporate Needs | December 17
As we look toward 2025, corporate treasurers and finance teams will need to navigate key developments and leverage opportunities in payments across four primary areas:
• Reducing Friction: Opportunities to create connections between internal and external systems to increase efficiency.
• Enabling Faster Processing: Enabling speed for teams to meet demands of faster payments.
• Assessing Automation Priorities: Eliminating tasks that don’t require a human. Understanding how to leverage new technologies and implement them effectively so your people can spend more time on higher value tasks.
• Increasing Relevance to Your Organization: Using AI and other tools to create tailored, data-driven experiences that are specific to your context.
Join us for an insightful session where we will dive into how these trends will impact corporate treasury management in the coming years and what you can do to stay ahead of the curve.