Consultants in Treasury
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Fintech Hotseat Head-2-Head: AI and ML Use and Plans
January 23 at 11AM EST
Join us for this fast-paced Head-2-Head session exploring how AI and ML are providing treasurers with the tools they need to navigate complex financial landscapes and unlock new levels of operational excellence.
Credits will not be offered with this webinar.
#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.
2024 Treasury Perspectives Survey Report
For the 6th year running, Strategic Treasurer and TD Bank are proud to present the findings from the Treasury Perspectives Survey with data from nearly 350 respondents operating primarily across North America and Europe. This annual study polls treasury and finance professionals on their views regarding the economy, technology, industry innovation, and regulation to better understand top challenges and opportunities in the marketplace.
2024 Treasury Technology Analyst Report
Our latest Treasury Technology Analyst Report is now available! Get the latest on top treasury technology solutions right here. Researching new treasury and finance technology can be overwhelming. Strategic Treasurer has stepped in to help. Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage within.
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
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Webinar: Bank Implementation: Why Leading Practices Matter to Corporations | November 20
The process of implementing new bank services (or, from the bank’s perspective, adding a new customer) is normally characterized as lengthy, painful, and necessary. Given that most companies have to add bank services or shift banks regularly, the need for improvements to onboarding processes is clear. This webinar will examine a number of leading practices for implementation (or onboarding) and show how these matter to both commercial/corporate clients and banks. This will provide the listeners with a blueprint of what to request from their banks and help move the conversations and projects forward more gracefully.
#329 – Short-Term Investing Series by Federated Hermes – Part 4: Election and Fed Actions: The Interaction of Fiscal and Monetary Policy
In this episode of the Short-Term Investing Series with Federated Hermes on the Treasury Update Podcast, experts from Federated Hermes, Sue Hill, John Mosko and Steve Chiavarone, join Craig Jeffery to discuss the intersection of fiscal and monetary policy amid recent Fed rate cuts and the impending elections. They explore how the Fed’s adjustments to interest rates and possible election outcomes could shape market expectations, inflation, and policy changes.
#328 – What’s Happening at AFP 2024?
Join us as we gear up for AFP 2024 in Nashville! Hear from Jonathan, Craig, and Ky as they share what’s in store for this year’s event. They discuss key takeaways to look for at AFP, including payment growth, fraud prevention, AI, and networking tips for making the most of the event.
Get ready to connect, learn, and engage at AFP 2024. We hope to see you in Nashville!
120: What Is RAROC?
In this episode, Craig Jeffery explains RAROC — what it stands for, how it’s calculated, and why it’s important for banks and financial institutions. Listen in to learn more.