Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders2025 Treasury Fraud and Controls Survey
This survey seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners from all industries are polled on their experiences. The data is compiled with multi-year data and used to educate the industry on how the fraud landscape is evolving and how practitioners can better protect themselves and their organizations against attacks.
Join us in our market research and take the survey today!
AI in Treasury Survey Results
September 10 at 2 PM EDT
AI is quickly shifting from a talking point to a practical force within treasury and finance. Strategic Treasurer’s AI in Treasury Survey investigated this shift, examining current adoption levels, readiness, expected use cases, staffing impacts, and more. This webinar will walk through key findings from the results, offering timely and practical insights on how your peers are evaluating, implementing, and expanding their use of AI across treasury and finance functions.
1.2 CTP and FPAC credits available.

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.
Cash Forecasting & Visibility Survey Report
Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon?
This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.
Bank Connectivity: Navigating Complexity in a Hybrid World
This ebook helps explain the key aspects of bank connectivity and address some critical changes that are occurring while providing practical and strategic guidance to those charged with connecting to the outside world.
Download your copy today!
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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96: What is CD laddering?
In today’s podcast, we take a quick look at CD laddering. We’ll review things to consider when setting up your ladder, tailoring ladders for your goals, and the benefits of using one.
Survey Shows Forecasting a Rising Pain Point for Corporates, Potential Blind Spot for Banks
[Atlanta, GA] — Strategic Treasurer and Corcentric recently released the results of the Modernizing AR Processing Survey. Results show a potential disconnect between corporations and their banks, rising concerns over receivables fraud, ongoing movement in lockbox locations and providers, and more.
#275 – Effective Counterparty Risk Management with Chick-fil-A (Chick-fil-A)
In this episode of the Treasury Update Podcast, we discuss the importance of counterparty risk management. Recent FDIC actions raised concerns in the market, and Steven Peterson from Chick-fil-A is joining us today to outline how they manage and monitor banks using a bank risk dashboard. He discusses the significance of capital ratios and staying informed about banks.
Webinar: Taking the Pain Out of Treasury | December 7
Strategic Treasurer’s front-line survey of booth visitors at the AFP Conference in San Diego and online from non-attendees set out to discover the greatest pain point in treasury. The options included staffing limitations; fraud and control challenges; rework from errors; liquidity forecasting; and challenges around data, reporting, and analytics. This webinar will review the results and the magnitude of the differences. Strategic Treasurer’s managing partner, Craig Jeffery, will offer his assessment of the levels of pain, why this is the case, and strategies and actions to reduce or eliminate the pain. This session is just 30 minutes, and attendees will come away armed with current information and ideas to implement.