Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2026 Treasury Technology Analyst Report
This newly released version of our annual Treasury Technology Analyst Report delves into Treasury & Risk Management Systems, Treasury Aggregators, SCF and Cash Conversion Cycle Solutions, and Treasury Ecosystem. We have done the research for you! Learn more about these technologies and evaluate some of the top vendors in each industry today.
Fintech Hotseat Head-2-Head: Data Management
November 13 at 11:00 AM EST
In this Head-to-Head session, leaders will present how they help treasury normalize, move, ingest, and analyze financial data. Today, there is far more data being generated more quickly. Leveraging that data requires excellent, modern tools and solution sets.
1.2 CTP and FPAC credits available.
#373 – Creating and Maintaining an Effective Investment Policy
In this episode, Paul Galloway unpacks the key elements of creating and maintaining an effective investment policy. The discussion covers risk management, diversification, liquidity, compliance, and reporting best practices. Whether you are setting guidelines or reviewing performance, this episode offers a practical framework for stronger investment governance.
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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#363 – Applying AI in Treasury: Use Cases, Cautions, and What’s Next
In this episode, Craig Jeffery talks with Dave Robertson about how AI is being applied in treasury today. They cover key use cases, from forecasting and credit analysis to policy automation, and explore challenges like hallucinations and data privacy. What should treasurers be doing now to prepare for what’s coming? Listen in to learn more.
Webinar: Thriving as a Treasurer Amid Economic Volatility | July 15
In a world shaped by central bank decisions, labor market shifts, and evolving trade dynamics, businesses are facing increasing volatility. While the future remains uncertain, standing still is not an option. How can treasury teams rise to the occasion? Join this webinar to explore practical insights and strategies that empower treasury professionals to adapt, stay effective, and support their organizations through turbulent times.
#362 – Leading Practices in Treasury: Process Mindset
Pushpendra Mehta and Paul Galloway discuss how a comprehensive process mindset helps treasury deliver strategic value and improve efficiency across the organization.
Webinar: Instant Global Settlements: Blockchain in Action | July 10
Blockchain is reshaping cross-border payments through real-time global settlement. In this webinar, Strategic Treasurer and Zeconomy will explore how corporates are using blockchain rails and digital commercial paper to unlock faster payments, reduce FX costs, and increase control—all with enterprise-grade compliance and auditability. This session highlights practical use cases and actionable insights to help treasury teams navigate the future of programmable, capital-light cash management.