Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2025 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.
#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.
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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Webinar: Thriving as a Treasurer Amid Economic Volatility | July 15
In a world shaped by central bank decisions, labor market shifts, and evolving trade dynamics, businesses are facing increasing volatility. While the future remains uncertain, standing still is not an option. How can treasury teams rise to the occasion? Join this webinar to explore practical insights and strategies that empower treasury professionals to adapt, stay effective, and support their organizations through turbulent times.
#362 – Leading Practices in Treasury: Process Mindset
Pushpendra Mehta and Paul Galloway discuss how a comprehensive process mindset helps treasury deliver strategic value and improve efficiency across the organization.
Webinar: Instant Global Settlements: Blockchain in Action | July 10
Blockchain is reshaping cross-border payments through real-time global settlement. In this webinar, Strategic Treasurer and Zeconomy will explore how corporates are using blockchain rails and digital commercial paper to unlock faster payments, reduce FX costs, and increase control—all with enterprise-grade compliance and auditability. This session highlights practical use cases and actionable insights to help treasury teams navigate the future of programmable, capital-light cash management.
#361 – Embedded Banking: The Future of Treasury Integration
Craig Jeffery and Dave Robertson explore embedded banking’s growing role in treasury. From API-driven integration to real-time risk mitigation, they discuss how embedded banking is reshaping processes, roles, and even merger strategy. What does this shift mean for corporates, banks, and the future of treasury? Tune in to find out.