Consultants in Treasury

Advising individual clients. Informing the industry at large.
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2022 B2B Payments Survey

Live Survey | 2022 B2B Payments

This survey, underwritten by Bottomline, covers payments technology, spend, security intensity and more. Please join us for the 5th year of our B2B payments research by completing this >20 minute survey. Those who complete this survey will receive the exclusive results report and be entered for a chance to win one of five amazon.com gift cards (up to $200 value).

Join us in our market research and take the survey today!

Powering Efficient, Effective Forecasting Through ML and APIs

Powering Efficient, Effective Forecasting Through ML and APIs

Forecasting using spreadsheets consumes more time than most treasury departments can afford, and human errors and inaccuracy can often still plague the final results. This webinar will discuss how machine learning (ML) and application programming interfaces (APIs) can power more efficient and effective forecasting. Details covered will include pattern detection and analysis through ML, APIs and aggregation, and automation and updating, as well as discussing technological expansions into scenario planning and auto-tagging.

May 24 at 2:00 PM EDT

#201 – Understanding Plans, Pains, and Spend: Non-Banking Financial Institutions

#201 – Understanding Plans, Pains, and Spend: Non-Banking Financial Institutions

Seeking to understand the priorities, plans, and activities that financial institutions are focused on? On today’s podcast, host Craig Jeffery is joined by Steve Bullock, Vice President of Insurance and Financial Services at Kyriba, to discuss results from the 2022 Non-Banking Financial Institutions (NBFI) Survey. Topics of discussion center around technology, plans to spend, pain points, and more.

2022 Modernizing AP Processing Survey

New Release: 2022 Modernizing AP Processing Report

This survey, underwritten by Deluxe, looked at various practices and plans for modernizing and automating AP and AR processes. The influence of recent disruptions, calibration of various pain points that drive change, and other motivators to upgrade AP and AR processes were examined. AR Processing report coming in Fall 2022!

2022 Outlook Series

2022 Outlook – Podcast Series

This series within The Treasury Update Podcast features interviews with treasury experts about their expectations, projections, and insights for the year ahead.

Tune in to the first four episodes today! 

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

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Industry Surveys

Industry Benchmarks

Turn-Key Webinars

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Analyst Reports

Temporary Treasury Staffing

Connectivity & Onboarding

FBAR Compliance Filing

Bank Fee Management

Leading Practices Benchmarking

Pricing Analysis

Bank Staff Training

Time to Revenue

Underwritten Industry Surveys

Leading Practices Benchmarking

Analyst Report Participation

Co-Branded Webinar Hosting

Co-Authored Content Creation

Underwritten Industry Surveys

Leading Practices Benchmarking

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#201 – Understanding Plans, Pains, and Spend: Non-Banking Financial Institutions

#201 – Understanding Plans, Pains, and Spend: Non-Banking Financial Institutions

Seeking to understand the priorities, plans, and activities that financial institutions are focused on? On today’s podcast, host Craig Jeffery is joined by Steve Bullock, Vice President of Insurance and Financial Services at Kyriba, to discuss results from the 2022 Non-Banking Financial Institutions (NBFI) Survey. Topics of discussion center around technology, plans to spend, pain points, and more.