Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2026 Treasury Technology Analyst Report
This newly released version of our annual Treasury Technology Analyst Report delves into Treasury & Risk Management Systems, Treasury Aggregators, SCF and Cash Conversion Cycle Solutions, and Treasury Ecosystem. We have done the research for you! Learn more about these technologies and evaluate some of the top vendors in each industry today.
Fintech Hotseat Head-2-Head: Data Management
November 13 at 11:00 AM EST
In this Head-to-Head session, leaders will present how they help treasury normalize, move, ingest, and analyze financial data. Today, there is far more data being generated more quickly. Leveraging that data requires excellent, modern tools and solution sets.
1.2 CTP and FPAC credits available.
110: What Is a Botnet?
In today’s podcast, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, on the topic of botnets in cyber security. What is a botnet, and what role does it play in the security landscape? Listen in to learn more.
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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Webinar: Contemplating Improvements in Payments | August 23
Given the technological and functionality changes in the payment space over the past five years, taking a fresh look at systems and services is in order. For those working to either optimize their current technology setup or looking to acquire new systems, gaining visibility and understanding of the newer functionality and the “art of the possible” is vital. This webinar will walk through the changing functionality and when/why this matters to organizations. Companies seek improved visibility, strengthened defenses against fraud, ability to scale, and reduced defects to drive efficiency. A leading technology provider and consultant will take attendees on a journey to payables improvements.
#212 – Scenario and Sensitivity Analysis
Rising interest rates, geopolitical issues, inflation, and supply chain disruptions all play a major role in your decisions about acquisitions, product investments, and raising capital. Putting together a well-rounded analysis before making decisions may change how and when you approach each investment. In this podcast, Craig Jeffery and Paul Galloway of Strategic Treasurer discuss the differences between scenario and sensitivity analysis.
#211 – Synthetic Identities and a CISO View: A Series on Cyber Security (TD Bank & Exabeam)
A few years ago, most of our business was done in person, and your personal identity was showing up with your face and signature. As we move to a remote, digital work environment, creating Synthetic Identities is becoming easier and more common. In this podcast, Craig Jeffery of Strategic Treasurer talks with Jonathan Doskocil of TD Bank and Tyler Farrar of Exabeam on the importance of identity verification, education, and detecting compromised credentials.
66: What Are the Greeks?
What are the Greeks, and what do they have to do with treasury? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor, Paul Galloway, to discuss the Greeks. They discuss what the term refers to in treasury and how they are used to evaluate an open position’s risks as well as rewards. Listen in and learn a little bit about the Greeks.