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.
#315 – Unfiltered Feedback – Getting the Information You Need (The Hartsema Group)
In today’s episode of the Treasury Update Podcast, Doug Hartsema from The Hartsema Group discusses the importance of unfiltered feedback for banks and payment firms. He explains how transforming customers into advisors can have a significant impact and highlights the critical differences between customer and advisor voices. He also reads through examples of key customer quotes and discusses their meanings.
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
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#232 – Are Payments Getting Safer or Faster? Fintech Hotseat Panel Discussion – AFP 2022 (Mastercard, Kyriba, Fides & Corpay)
Live from Philadelphia, PA, at AFP 2022, Strategic Treasurer is proud to present our Fintech Hotseat panel discussion on the Future of Treasury Payments. This session put experts from leading payment companies into the hotseat.
76: What Are Stocks?
What are stocks? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor, Paul Galloway, to discuss stocks, the different types of issuances, reasons for stock buy-back, and limitations to issuance and buy-backs. Listen in and learn a little bit about stocks.
#231 – The Future Looks Bright for Treasury Technology: Fintech Hotseat Panel Discussion – AFP 2022 (Bottomline Technologies, FinLync & Fluor Corporation)
Live from Philadelphia, PA, at AFP 2022, Strategic Treasurer is proud to present our Fintech Hotseat panel discussion on the Future of Treasury Technology. This session put experts from leading technology firms and banks into the hotseat.
#230 – B2B Transaction Modernization: Real-Time Payments (Microsoft)
Craig Jeffery is joined by Jayna Bundy, the General Manager of Global Treasury & Financial Services at Microsoft. They discuss why faster payments matter, the goal and cost of faster payments, portals, and issues. What are “requests for payment” and how should corporations think about it?