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!
Workshop Series: AI Initiatives
October 22 at 11:30 AM EDT
Artificial intelligence is an area of high interest and increasingly important focus for treasury teams seeking to improve performance and prepare for the future. This live, three-hour workshop featuring technology and treasury experts is designed to meet the need for practical, detailed, and finance-specific insights on AI. Attendees will gain a grounded view of how AI is being applied across treasury functions, the challenges and opportunities it presents, and real-world considerations surrounding adoption. With a focus on actionable knowledge and industry relevance, this workshop will equip participants to better evaluate, plan, and execute their own AI initiatives.
3.6 CTP and FPAC credits available.
#312 – Learning from Financial Fraud Series Episode 12: Payment Flows – Understanding the Risk
Welcome to another episode of our Learning from Financial Fraud Series. In this twelfth episode, we’ll explore what can be learned from a recent payment flows assessment that led to discovering a fraudulent loss in another area. Craig Jeffery walks us through the attack method, the loss, and the key takeaways. 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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77: US Economy FAQs
Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to discuss the US economy. They discuss what the Fed is looking at, the importance of knowing what the Fed is thinking, the rising rates, and how the Fed’s decisions impact our economy.
Webinar: Platform Conversion & Customer Experience | January 24
When banks undertake a conversion of systems or banking platforms, the changes can significantly impact their customers. Far too frequently, these changes lead to a less than optimal experience for many clients. Why is this so frequently the case? What can be done to make future changes (major ones) a better customer experience than historical examples? This session will explore the nature of platform changes and identify some significant leading practices to support the success of treasury system and digital platform conversion projects. This session will be presented by Superior, a leading service company that has helped many banks with their platform and client transitions, and Strategic Treasurer, a leading consultancy that has worked with companies to help manage the requisite changes brought about by bank platform upgrades.
#234 – The Mysteries of Dollar Creation and the Future of Money (Todd Yoder, Fluor Corporation)
As a strategic treasurer, you need to be aware and alert. There are signs of what’s ahead all around. Are you seeing the signs? In this episode, Host Craig Jeffery interviews Todd Yoder, Global Director of Treasury at Fluor Corporation, on the long-term and short-term asset liability match and the impact of inflation. They also discuss many ideas on the future changes of money.
#233 – What Did Treasurers Learn from the Events of 2022?
The year 2022 was an interesting ride. Global turmoil, supply chain issues, rising interest rates, and major acquisitions all caused concern and intrigue for treasurers and financial professionals around the world. In this podcast, Craig Jeffery and Paul Galloway of Strategic Treasurer discuss some of the key events of 2022. Listen in and feel free to share your thoughts by sending us an email.