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: Bank Connectivity, ISO 20022, and Formats
June 2 at 11 AM EDT
This session will examine how fintechs are using modern connectivity platforms to help treasury teams navigate change and take advantage of new connectivity models. The discussion will show how evolving technologies, standards, and formats support more efficient data exchange, improved transparency, and better alignment between banks and corporate systems.
1.2 CTP credits available.
#358 – Learning from Literature: Adaptability and Change
In this Learning from Literature episode, Craig Jeffery explores ancient wisdom on change from Heraclitus and Socrates. How can treasurers and business leaders embrace change rather than resisting it? From technology shifts to generational mindsets, discover how focusing on building the new fosters adaptability, resilience, and forward momentum in a dynamic financial world.
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
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Webinar: Receivables Modernization: Enhancing Cash with Innovation | August 28
Receivables modernization represents a strategic opportunity for businesses to improve their cash flow and working capital management. By leveraging modern technology, corporations can see more effective and convenient ways to collect payments. Faster, automated, and integrated collections streamline the process, significantly enhancing efficiency. In this webinar, Strategic Treasurer’s Managing Partner, Craig Jeffery, and Deluxe’s Payment Division President, John Rubinetti III, will uncover the potential for automation opportunities, the best approach for companies modernizing their receivables, and the benefits of true vendor partnership.
Webinar: Payment Hub Expansion | August 27
The growth in new payment rails, formats, and controls is increasing the complexity companies face. Managing the processes around more secure and “aware” payments is challenging enough with a single payment system. Many organizations are now dealing with numerous payment origination systems, all of which require continual updates. This session will offer practical guidance, tools, and considerations for companies facing payments complexity, focusing on the following points:
• Growth of payment complexity
• Challenges of keeping current
• Principles for managing payment complexity
• Payment hub foundations (payment hub, payment factory)
• Decision points in selecting payment solutions
114: What are Anomaly Detection Systems?
In today’s episode, we’ll hear from Paul Galloway on anomaly detection systems. What are they, and how are they used in treasury and finance? Tune in to find out.
Analyzing the Criminal Mind
Analyzing the Criminal MindKnow your enemy. Criminals use a playbook of their own most successful strategies and processes to attack organizations. In order to effectively defend against those attacks, corporations must understand what is inside that playbook. This...