Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
#321 – Counterparty Risk & Financial Risk Management: Lack of Formality a Threat to Treasury
In this episode, Craig Jeffery and Paul Galloway discuss the critical but often overlooked issue of counterparty risk in treasury operations. They explore common risk scenarios, why they matter, and how companies manage–or neglect–this risk. Listen in to learn more.
Compliance Survey Report
The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
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.