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Consultants in Treasury

Advising individual clients. Informing the industry at large.
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2025 AI in Treasury and Finance Survey

2027 Treasury Technology Analyst Report

Our newest edition of the Treasury Technology Analyst Report is here!

Researching new treasury and finance technology can be overwhelming. Strategic Treasurer has stepped in to help. Explore our definitive guide to treasury technology.

Download the release today!

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors

2027 Treasury Trends

December 15 at 2 PM EST

Looking toward 2027, this session will examine the trends influencing liquidity, payments, risk, technology, and financial strategy, with attention to both emerging developments and the changing economic and geopolitical environment.

1.2 CTP, FPAC, and CPE credits available.

127: What Is Algorithmic Trading?

127: What Is Algorithmic Trading?

In today’s episode, we’ll hear from Christin Cifaldi on algorithmic trading. What is it, and how does it differ from traditional stock trading? What are the key components of an algorithm, and how do they make decisions?

2025 Tariffs and Treasury Survey Report

Compliance Survey Report

The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.

Bank Connectivity: Navigating Complexity in a Hybrid World

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

Treasury Technology

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Industry Surveys

Turn-Key Webinars

Financial Risk Management

Working Capital Optimization

Industry Benchmarks

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Analyst Reports

Temporary Treasury Staffing

Connectivity & Onboarding

FBAR Compliance Filing

Bank Fee Management

Leading Practices Benchmarking

Pricing Analysis

Bank Staff Training

Time to Revenue

Underwritten Industry Surveys

Leading Practices Benchmarking

Analyst Report Participation

Co-Branded Webinar Hosting

Co-Authored Content Creation

Underwritten Industry Surveys

Leading Practices Benchmarking

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90: Decoding Earnings Credit Rate (ECR)

90: Decoding Earnings Credit Rate (ECR)

Join us in this week’s Coffee Break Session as Jason Campbell and Craig Jeffery unpack ECR’s significance, its direct connection to reserve requirements, and why treasury professionals should pay close attention to it. Discover the impact of shifting interest rates on earnings generated from balances and explore actionable steps to optimize banking relationships and effectively manage counterparty risk.

Visit StrategicTreasurer.com/ecr to gain access to a quarterly ECR report.

Webinar: The Impact of Effective Expense Management | August 24

Webinar: The Impact of Effective Expense Management | August 24

In the rapidly evolving world of B2B payments, mastering effective expense management is essential for organizational success. This webinar delves into the far-reaching consequences of both ineffective and effective expense management in various critical areas, including scalable growth, optimized liquidity and working capital, strong relationship management, and comprehensive security and control measures. Join us as we explore the substantial costs and challenges that arise from inadequate expense management, and uncover proven strategies for implementing streamlined processes within modern accounts payable departments.

#262 – Learning from Financial Fraud Series Episode 2: Understanding the Satyam Scandal and Its Consequences

#262 – Learning from Financial Fraud Series Episode 2: Understanding the Satyam Scandal and Its Consequences

The Satyam scandal sent shockwaves through the industry, revealing a web of deceit within the renowned Indian IT services company that ultimately led to its collapse in 2009. By understanding the details shared in this case study, you will be better equipped in your role to safeguard your business against similar fraudulent practices. Listen in as Jason Campbell and Craig Jeffery discuss key takeaways from this scandal.

#261 – The Power of Connectivity and API Technology in Treasury Management (GTreasury)

#261 – The Power of Connectivity and API Technology in Treasury Management (GTreasury)

In today’s episode, Host Craig Jeffery of Strategic Treasurer talks with German Karaivanov of GTreasury as they dive into the world of connectivity and API technology.

Explore the core technological and practical differences between file-based/SFTP connectivity methods and API-based approaches, and gain insight into why these distinctions are crucial for companies, particularly treasury groups.