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.
This episode is part four of our Strategic Treasurer Series on treasury roles. Although we are exploring different specific roles in treasury, it is often required for treasurers to wear many hats and fit into a hybrid role. Listen in as Craig Jeffery and Paul Galloway discuss the mindset needed for maintaining a hybrid role.
The current macro-economic situation now has multiple cross-currents and several strong headwinds from inflation rates to supply chain challenges. Treasurers are finding that they have to pull multiple levers to steer their financial ships properly in this rising storm. This session will look at the changing environment and examine how traditional and new levers can help companies navigate these choppy waters skillfully. Topics covered will include supply chain finance and other AP levers such as Pay Later, credit-as-a-service (CaaS) for AR, forecasting properly in calm vs. stormy environments, and more.
Webinar: AR Leading Practices (Part 2): Identifying and Addressing Working Capital Needs | October 13
Managing working capital well is vital, but it isn’t always simple. As working capital needs shift in response to the environment, accounts receivable (AR) and treasury must work to identify the current needs and find ways to address them. This session will cover how to determine what is necessary for working capital in light of today’s various chaotic factors and will discuss leading practices and key changes to processes or technology that can improve working capital and efficiently address its current challenges.
What is fund investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to talk about fund investing. They discuss the various types of funds someone can invest in, the differences between those types, who uses the funds, and the risk considerations.
Our previous episode on treasury roles covered the differences between the strategic and operational roles. Today, we will continue the discussion by looking at mastering the operations side. Your daily operational responsibilities are the financial backbone of your business. Craig Jeffery and Paul Galloway discuss the most common operational roles and activities, what mindset to have to succeed in these roles, and what you need to know to maintain efficiency.
Complete the form below to receive two survey reports and an eBook. 2021 Treasury Technology Survey Report Strategic Treasurer and GTreasury are proud to present the findings from the Treasury Technology Survey with data from over 250 respondents operating primarily...