We continually survey the market of technology vendors and financial service providers, allowing us to expertly narrow the list of qualified candidates for each client’s specific needs.
A Partner You Can Trust.
At Strategic Treasurer, we have the most relevant and current information by meeting with bankers and technology providers 50-75 times per year independent from client projects.
Current Marketing Partnership Opportunities
Strategic Treasurer conducts research and assessment of the treasury market through numerous surveys of corporate practitioners and bankers, along with in depth analysis of corporations currently undergoing updates and enhancements to their technology stack. Through those efforts, we have discovered both a significant need from treasury professionals and a significant opportunity for leading solution providers.
Market Solution Need
Our annually produced Analyst Report Series provides a full picture of the leading technology providers in the treasury market. These reports fill gaps in the technology analyst space by independently assessing relevant technology solutions and providing an enriched, in-depth look at both product and company-level qualifications. Corporate practitioners benefit by seeing a full range of quality vendors as they look for the right project fit. Learn more here.
Strategic Treasurer hosts multiple webinar presentations annually, each addressing areas of compliance, finance, or treasury. Webinars provide attendees with accurate, up-to-date information on key topics as well as findings from surveys and analyst reports. They are typically co-hosted by technology providers who are able to provide additional insight from their unique viewpoints. All provide the opportunity to earn free CTP and FP&A credits for attendees. They are an opportunity to interact with a highly qualified, professional, and engaged audience on a topic of your choice with 300+ average participation. See past examples here.
Treasury Update Podcast
The Treasury Update Podcast is a treasury professional’s source for insights and news in the car, at the gym, or wherever they decide to tune in! Host Craig Jeffery interviews industry leaders on hot topics, the latest data, fraud and security, and much more. Many episodes have CTP credits available after a short quiz is taken and passed. Our podcast is listened to in over 130 countries and are released at least once a week. Listen to past episodes here.
We provide primary market research through several annual, treasury-related surveys. The results are calibrated meticulously and released in our survey results reports and webinars. Upon request, specific data sets are available for market analysis efforts. Practitioners are able to see how their firm aligns in comparison to others, which helps them determine if their organization is on track, ahead of the curve, or lagging in a particular area. Take a look at past and present surveys here.
The Treasury Update, our digital industry newsletter, is a resource for treasury professionals. Building off our previous bi-annual hard copy, this exists to help raise awareness of key treasury items, issues, and events, as well as to highlight leading practices and advanced strategies that enable treasury professionals and their organizations to be more effective, efficient, and resilient in the face of an ever changing, fraud-filled, and often turbulent financial environment. See old copies and sign-up here.
What are intercompany loans? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to consider what treasury needs to know about intercompany loans. They cover what intercompany loans are and discuss how they are typically used.
Host Craig Jeffery joins Mathilde Sanson, Chief Customer Officer of GTreasury, to discuss the final eBook of the TMS Toolkit Series, entitled Implementation: Pitfalls to Avoid. They consider this last hurdle organizations face in their journey to a new treasury management system and discuss the best way to ensure success – understanding the most common pitfalls and knowing the strategies to avoid them.
Survey Results Treasury Fraud & Controls With your help, we've consistently found that fraud is a top ranking concern for treasury. This year, as it has become a bigger issue worldwide, we discover how your experiences and practices have changed. Has your security...
On this episode, Host Craig Jeffery kicks off the 2021 Outlook series with Todd Yoder, Global Director of Treasury at Fluor Corporation, for an in-depth conversation on technology, financial exposures companies are facing today, and their impact on treasury groups.
On this episode of the Global Recovery Monitor series, Craig Jeffery and Alexa Cook of Strategic Treasurer explore period eighteen’s results from the COVID-19 impact and response survey. This new data reveals how the news of vaccines resulted in a positive outlook across medical, economic and social fronts. It also covers shifts to top concerns, expectations on a global lockdown, and voluntary staff leave trends. Listen in to this important update reported by the treasury and finance community.
What are days payables and days receivables? Coffee Break Session Host Alexa Cook catches up with Craig Jeffery, Managing Partner of Strategic Treasurer, to discuss this topic. They cover what days payables and days receivables are, why they are both important, and why treasury should care about them.