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.
#307 – Learning from Financial Fraud Series Episode 11: Control Removal – The Criminals’ Backdoor
Welcome to another episode of our Learning from Financial Fraud Series. In this eleventh episode, we’ll look at what can be learned from a recent scam involving an unauthorized debit. Craig Jeffery provides his insights on the situation, the attack method, the loss, and the key takeaways.
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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71: What Is Commercial Paper (Investing)?
What is commercial paper in terms of investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to discuss how commercial paper is used for investing. They talk through what commercial paper is, why someone would invest in it, the different types of commercial paper, and the risks associated. Listen in and learn a little bit about commercial paper (investing).
2022 Global Payments Survey
This research provides a comprehensive view of the global payments environment with a focus on the treasury function and identifies which technologies and processes are top of mind now and in the coming years.
#221 – Interest Rates, Liquidity Plans, and the Midterm’s Effect on Treasury
On this episode of the Treasury Update Podcast, Jason Campbell talks with Craig Jeffery and Paul Galloway of Strategic Treasurer on some of the ways treasury will be affected by changing interest rates and political offices. They also discuss some considerations and leading practices to keep in mind when experiencing an economic hiccup.
Webinar: 2022 Virtual Card Solutions Survey Results | October 11
Virtual cards (sometimes called “vcards”) are a payment option offering decreased fraud risk and increased speed. The 2022 Virtual Card Solutions Survey, run by Strategic Treasurer and underwritten by Mastercard, investigated the adoption rates, corporate and bank perspectives, challenges, and advantages of virtual card programs. This webinar will discuss the results, covering topics such as the payment delays and the desire for security that drive virtual card adoption, the challenges of supplier adoption and attrition for virtual card programs, the expectations and experiences of various organizations on the topic, and more.