Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
GENIUS Act Survey Report
Thank you to all of those who participated in our GENIUS Act flash survey. This survey provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.
Treasury and Risk Management Systems
January 15 at 2:00 PM EST
Join us to explore how developments in AI, automation, and integration are enhancing performance, visibility, and control, and gain insight into how a TMS can strengthen your organization’s efficiency and decision-making.
1.2 CTP, FPAC, and CPE credits pending.
#319 – Learning from Financial Fraud Series Episode 13: Constant Fraud Attempts Across Multiple Payment Rails
Welcome to another episode of our Learning from Financial Fraud Series. In this thirteenth episode, Craig Jeffery, Managing Partner at Strategic Treasurer, shares insights into a major fraud case targeting a global non-profit. The organization faced multiple sophisticated attacks across multiple payment channels. Listen in as Craig walks us through the attack method, the loss, and the key takeaways.
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
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
Financial Risk Management
Treasury Technology
Working Capital Optimization
Industry Surveys
Industry Benchmarks
Turn-Key Webinars
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.
82: ACH Format vs. Standard Entry Class (SEC)
What is the difference between ACH format and Standard Entry Class? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss what these are, the relationship between them, requirements, and the importance of data recording. Listen in and learn a little bit about ACH format vs. SEC.
#244 – Bankers Have Highly Negative Response to RTO Mandates (The Treasury Recruitment Co)
On this episode, Mike Richards joins Craig Jeffery in a discussion that is fueled by two recent surveys. The first survey was Treasury’s Return to Office Status Survey conducted by Strategic Treasurer, which was taken by 249 respondents in the corporate, financial, and government spaces. The second survey discussed in this podcast is the Treasury Salary Survey 2023 released by the Treasury Recruitment Company.
Webinar: 2023 Treasury Fraud & Controls Survey Results | April 4
The Treasury Fraud and Controls Survey studies the current state of fraud experience, security
measures, and plans for the future. The 2023 results provide valuable data on multiple elements
impacting corporate fraud and security, including most commonly experienced fraud types, trends in
control measures and training policies, investment plans for prevention and detection technology, and
more. This webinar will highlight and discuss some of the key findings from this year’s research, covering
topics such as the following:
• Views of the fraud threat level and corporate security position
• Fraud types and rates of loss and attack
• Security practices and controls employed
• Types of cyber security technology currently employed
• Expected investments in security & fraud prevention technology
#243 – Becoming a Treasurer Series, Part 24: Languages of Finance: FP&A
As we jump back into the “Becoming a Treasurer” series, we are launching a new sub-series where we will look at the “language of finance.” Communication matters, and understanding how different groups use terms is vital for effective communication. In the Language of Finance sub-series, we will look into different terms that should be understood in order to communicate effectively with the rest of your treasury team and with others. In this podcast, Craig Jeffery and Jason Campbell talk through some of the important questions regarding financial planning and analysis. How does the language of FP&A differ from treasury? Listen in to find out.