Analyst Report: Treasury + Risk Management Systems
This report exists to help you understand the components of the treasury technology industry by providing current data and strategic insight on available solutions.
Survey Results: Treasury Fraud & Controls
This survey, underwritten by Bottomline Technologies, is the most comprehensive fraud survey in the industry. Take a look at some of the key takeaways and download the full report to find out what most treasury professionals are experiencing with regards to fraud.
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
Understanding When Tax Equity Investments Matter
Episode 11 Understanding When Tax Equity Investments Matter Building on podcast episode 5, we move from examining the tax credit side of tax equity investing to making more involved tax equity investments. This will explore some of the structures and...
Managing Your Technology Implementation
Episode 10 Managing Your Technology Implementation Adopting treasury technology can generate migraines no matter the type of technology. This session will focus on the primary challenges of a treasury tech implementation with an emphasis on treasury...
Stand Up Straight: A Proper Posture on Cyber Security
Episode 9 Stand Up Straight: A Proper Posture on Cyber Security Discrete actions to protect the organization against cyber security threats are necessary. In order to be most effective an organization must take an appropriate posture that is directed to...
The Moral Reason for Security
Episode 8 The Moral Reason for Security Different reasons can motivate different behaviors. Security can be driven by a standard of which you meet the minimum level required. Security can be put in place to protect the organization against loss. What about...
The Why and How of Securing Treasury and Payments
This webinar will first explore the dramatic increase in fraud that we have witnessed within the financial environment and how new technologies have given way to the creation of more sophisticated criminal techniques. Next, we will identify common areas of exposure that exist within organizations today and finally, analyze specific methods and strategies that financial practitioners can employ to protect themselves. The event will be co-sponsored by PDG. 1.2 CTP and FP&A re-certification credits will be given for attendance.
IR Volatility: A Decade’s End Game
This webinar will cover the importance of how organizations respond to interest rate volatility. The event will be co-presented with GTreasury. 1.2 CTP and FP&A re-certification credits will be given for attendance.