Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
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.
Compliance Survey Report
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.
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.
#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.
#336 – CBDCs vs. Fiat Currency: The Future of Digital Payments with Royston Da Costa
In this episode, Craig Jeffery and Royston Da Costa explore the role of CBDCs in improving payment processes, offering real-time tracking, reducing delays, and complementing fiat currencies. They discuss how CBDCs provide a regulated alternative to cryptocurrencies. Listen in to learn more.