Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
GENIUS Act Survey Report
Thank you to all of those who participated in our GENIUS Act flash survey. This survey provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.
Treasury and Risk Management Systems
January 15 at 2:00 PM EST
Join us to explore how developments in AI, automation, and integration are enhancing performance, visibility, and control, and gain insight into how a TMS can strengthen your organization’s efficiency and decision-making.
1.2 CTP, FPAC, and CPE credits pending.
#308 – Shifts and Conflicts in Today’s Economy – A Conversation with Dr. William Chittenden
Despite recent data, many people still believe inflation is increasing. In today’s podcast, Dr. William Chittenden, President & CEO of SW Graduate School of Banking, will discuss a Harris Poll showing that 55% think the economy is shrinking, 56% believe the US is in a recession, 49% think the S&P 500 is down, and 49% believe unemployment is at a 50-year high. Dr. Chittenden will clarify the economic statistics and explore why these misconceptions exist, covering topics such as inflation, employment, interest rates, and the US national debt.
AI in Treasury & Finance Survey Report
Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The 2025 AI in Treasury & Finance Survey captured the current AI use for treasury activity, as well as future plans, covering agentic AI, generative AI, and AI in general. Download the survey today to access the latest insights on AI in the industry.
Precision & Power: The Role of AI in the Modern Treasury
This ebook provides treasury professionals with a foundational understanding of artificial intelligence and its practical implications for finance. Designed for those looking to engage with AI in practical ways that meaningfully and safely support business functions, this first installment in our series on AI offers clear explanations of key concepts and subtypes, including machine learning, generative AI, and agentic AI.
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
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Webinar: B2B Payments: 2022 Survey Results | September 13
In 2022, the world of business payments faces continually developing threats, regulations, and priorities. In such a constantly changing environment, knowing what your peers are planning and doing can help you decide how to proceed and adapt. The B2B Payments Survey gathers data from treasury and finance professionals on payment challenges, security, technology, and complexity, probing global respondents on their plans, perceptions, and practices. This year’s results yielded insights on payment fraud, innovative tech use, differences between organizations of different sizes and in different regions, and more. The webinar will present and discuss highlights from the survey results and key takeaways for banks and corporations.
#213 – CFO Dialogue on Assessing and Securing the Environment: A Series on Cyber Security (Mainetti & TD Bank)
There are two types of companies, those who have been attacked, and those who will be attacked. In this podcast, we look at a specific example of a fraud attack in the manufacturing sector. Joining Craig Jeffery on this podcast are Adrienne Terpak of TD Bank and Robert Dennerlein of Mainetti. They cover topics like assessing and understanding the threat, training, insurance, and assignment of roles.
67: What Is Alpha Investing?
What is alpha investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor, Paul Galloway, to continue their conversation on the Greeks with alpha investing. They discuss what alpha investing is and how the model is used by companies for investing. Listen in and learn a little bit about alpha investing.
Webinar: Contemplating Improvements in Payments | August 23
Given the technological and functionality changes in the payment space over the past five years, taking a fresh look at systems and services is in order. For those working to either optimize their current technology setup or looking to acquire new systems, gaining visibility and understanding of the newer functionality and the “art of the possible” is vital. This webinar will walk through the changing functionality and when/why this matters to organizations. Companies seek improved visibility, strengthened defenses against fraud, ability to scale, and reduced defects to drive efficiency. A leading technology provider and consultant will take attendees on a journey to payables improvements.