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.
#368 – Thriving as a Treasurer During Economic Volatility with Bottomline
Craig Jeffery speaks with Leo Gil of Bottomline Technologies about how treasurers can lead through economic volatility. From improving real-time cash visibility to leveraging technology and scenario planning, Leo outlines how treasury teams can shift from operational support to strategic leadership. Discover key pillars for effective liquidity management and navigating risk with confidence.
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.
#317 – Thinking About the Future: Structure Your Thinking
In today’s episode, Craig Jeffery, Managing Partner of Strategic Treasurer, emphasizes the importance of a future-focused mindset. He discusses the shift from batch to streaming, the roles of SaaS and PaaS, the importance of speed, and the value of continual learning and data. Listen in to learn more.
115: What Is Natural Language Processing?
In today’s episode, we’ll hear from Paul Galloway on natural language processing. What is it, and how does it differ from machine learning? How is it used in finance and fraud detection? Tune in to find out.
#316 – Partnering on Fraud – Moving Beyond Education to Recovery (The Hartsema Group)
In today’s podcast, Doug Hartsema from The Hartsema Group shares insights into the critical issue of fraud in banking and payments. He explores why fraud is such a dominant topic and the differences in handling private versus public funds. Doug shares insights on the importance of transparency, collaboration between banks and companies, and effective solutions for payment security. Listen in to learn more.
#315 – Unfiltered Feedback – Getting the Information You Need (The Hartsema Group)
In today’s episode of the Treasury Update Podcast, Doug Hartsema from The Hartsema Group discusses the importance of unfiltered feedback for banks and payment firms. He explains how transforming customers into advisors can have a significant impact and highlights the critical differences between customer and advisor voices. He also reads through examples of key customer quotes and discusses their meanings.