Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersNEW RELEASE
Deepfakes & Payments Fraud: Is Treasury Prepared?
What if everything looked and sounded exactly right—but it wasn’t? Deepfakes, AI-generated impersonations that mimic real voices and faces, are becoming a serious risk to treasury teams, enabling attackers to fake payment requests and slip past routine safeguards. As these scams grow more convincing, organizations need stronger controls, smarter tools, and teams that understand the danger and are well prepared.
This white paper explores how deepfakes are being used in fraud, why treasury is especially exposed, and what steps can help catch and stop a scam before it causes damage.
Thriving as a Treasurer Amid Economic Volatility
July 15 at 2PM EDT
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.
1.2 CTP and FPAC credits available.

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.
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.
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Industry Surveys
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84: What Are Real-Time Payments?
What are real-time payments? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to chat about real-time payments. They discuss how these payments work, the benefits, and the risks. Listen in and learn a little bit about real-time payments.
#249 – Fraud in a Changing Treasury Landscape Episode 1: Are You Implementing Thoughtful Security? (Bottomline)
Treasury’s threat of fraud attacks is constantly changing and increasing. While treasurers say they are aware of this, only 30% of companies plan to allocate more funds to the training of employees and fraud prevention services. In this episode, Craig Jeffery and Omri Kletter discuss some of the key findings that came out of Strategic Treasurer’s Treasury Fraud & Controls 2023 Survey, specifically, the key places we should be focusing our spend throughout 2023.
2023 Treasury Perspectives Survey
Survey Results Treasury Perspectives For the 5th year running, Strategic Treasurer and TD Bank are proud to present the findings from the Treasury Perspectives Survey with data from over 350 respondents operating primarily across North America and Europe. This annual...
#248 – Becoming a Treasurer Series, Part 27: Languages of Finance: Accounts Receivable
What problems arise when treasury and accounts receivable misunderstand each other? In this episode, Craig Jeffery and Jason Campbell jump back into the Languages of Finance sub-series to discuss some of the common terms you need to know in order to work together effectively. Listen in and find us on YouTube for more.