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+1 678.466-2220 info@strategictreasurer.com X RSS X RSS HOME ABOUT BLOG CONTACT EXPLORE CLIENTS Corporate Practitioners Financial Institutions Technology Providers SERVICES Connectivity & Onboarding Security Training Swift Customer Security Programme (Swift CSP) Treasury Benchmarking RESOURCES Analyst Report eBooks Podcast Newsletter Surveys Webinars CTP | On-Demand Credits LATEST INSIGHTS Articles FinTech HotSeat LinkedIn Groups News #TreasuryFAQ Select Page Consultants in Treasury Advising individual clients. Informing the industry at large. Practitioners Providers h eBooks  Podcasts i Report f Surveys  Webinars NEW | 2024 Generative AI in Treasury and Finance Survey Report Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The growth of ChatGPT and Bard has increased treasury professionals’ level of familiarity and has spurred additional thoughts and actions. The 2024 Generative AI in Treasury and Finance survey captured the current AI use for treasury activity, as well as future plans. Download Report Webinar: Treasury & Receivables: Value of a Comprehensive View June 4 at 2pm EDT This session explores how to: • Improve overall treasury performance (liquidity, visibility, scalability) • Strengthen AR (automation, reporting, defect reduction) • Identify the parties that need to be part of the decision discussions • Use third parties to secure trusted advice and understand leading practices 1.2 CTP credits available Register now #304 – Bank Fee Standards: Decisions, Negotiations, and Savings Understanding bank fees helps consumers and corporations make informed decisions, avoid hidden charges, and negotiate better terms. In today’s podcast, Craig Jeffery and Christin Cifaldi discuss the importance of understanding bank fees, including their impact on consumer decisions, corporate finances, and negotiation strategies. Episode List Liquidity Risk Survey Report The 2023 Liquidity Risk survey, presented with Allspring, polled treasury and finance practitioners on how they are evaluating current liquidity risk mitigation processes. We asked questions on macroeconomic changes and new regulations as they impact treasury. As one of our oldest running surveys, we are able to provide valuable year-over-year data that shows major and minor shifts in corporate risk mitigation strategies and predict future trends. Download Report De-Risking Cash Management Technology Decisions eBook While spreadsheets may suffice for the smallest companies, and sophisticated solutions are perfect for the very large, mid-sized companies often find themselves in an awkward in-between. This mini ebook addresses the challenges that these companies face in choosing technology that properly suits their needs. It walks the reader through identifying their organization’s unique complexity, discusses factors to consider in potential solutions, and offers practical guidance for the mid-sized company’s technology search. Download eBook  Security Training R SWIFT CSP  Connectivity  Benchmarking Our mission is to elevate & enhance the practice of treasury by advising individual clients & informing the industry at large.  Corporate Practitioners  Financial Institutions  Technology Providers 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 f Industry Surveys  Industry Benchmarks  Turn-Key Webinars i Analyst Reports Corporate Practitioners  Temporary Treasury Staffing  Connectivity & Onboarding  FBAR Compliance Filing  Bank Fee Management  Leading Practices Benchmarking Financial Institutions  Pricing Analysis  Bank Staff Training  Time to Revenue f Underwritten Industry Surveys  Leading Practices Benchmarking Technology Providers i Analyst Report Participation  Co-Branded Webinar Hosting l Co-Authored Content Creation f Underwritten Industry Surveys  Leading Practices Benchmarking Sign up for our newsletter here Join our mailing list to receive the latest news and update by filling out the form below. By filling out the form below, you acknowlege and understand you will be placed on Strategic Treasurer’s email list. For more information, you can view our privacy policy here . #304 – Bank Fee Standards: Decisions, Negotiations, and Savings Podcast Understanding bank fees helps consumers and corporations make informed decisions, avoid hidden charges, and negotiate better terms. In today’s podcast, Craig Jeffery and Christin Cifaldi discuss the importance of understanding bank fees, including their impact on consumer decisions, corporate finances, and negotiation strategies. De-Risking Cash Management Technology Decisions eBook eBooks While spreadsheets may suffice for the smallest companies, and sophisticated solutions are perfect for the very large, mid-sized companies often find themselves in an awkward in-between. This mini ebook addresses the challenges that these companies face in choosing... 109: What Is Scoping? Coffee Break Sessions , Podcast In today’s podcast, we’ll hear from Christin Cifaldi, Director of Product Development & Analytics, on the concept of scoping in cyber security. What is scoping, and what role does it play in the security landscape? Listen in to learn more. 2024 Generative AI in Treasury and Finance Survey Results , Survey Results Reports Survey Results Generative AI in Treasury and Finance Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The growth of ChatGPT and Gemini has increased treasury professionals’ level of familiarity and has spurred additional... « Older Entries About Our Firm Strategic Treasurer was formed by Craig A. Jeffery in 2004 to provide corporate, educational, and government entities direct access to comprehensive and current assistance with their treasury and financial process needs. His 25+ years of financial and treasury experience as a practitioner and as a consultant have uniquely qualified him to lead the Strategic Treasurer team in helping organizations craft realistic goals and achieve significant benefits quickly. Practice Areas Global & Domestic Treasury Financial Risk Management Treasury & Risk Technology Working Capital Optimization Treasury Resources Analyst Reports Webinars Treasury Newsletter Industry Surveys Email Subscription Discussion Groups Treasury Treasury & Risk Technology Treasury Security Treasury Resiliency Working Capital & SCF Treasury Government Treasury Non-Profit Financial Risk FBAR CTP Contact Info 525 Westpark Drive, Suite 130 Peachtree City, GA 30269 +1 678.466-2220 info@strategictreasurer.com LinkedIn Twitter YouTube Privacy Policy Terms of Use Media Inquiries Careers X RSS © 2024 Strategic Treasurer. All rights reserved. We use cookies to make your experience better and because they taste great . Learn all about our privacy policy updates. To acknowledge, please scroll on or click continue....