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.
#372 – ISO 20022: From Compliance to Competitive Advantage (TIS)
In this episode, Craig Jeffery and Mayank Randev explore ISO 20022 and what it means for payments, cash reporting, and treasury strategy. They discuss how richer data and global standards offer more than compliance and open the door to automation, resilience, and better insights. How can corporates turn a required change into lasting value? Listen in to find out.
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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#361 – Embedded Banking: The Future of Treasury Integration
Craig Jeffery and Dave Robertson explore embedded banking’s growing role in treasury. From API-driven integration to real-time risk mitigation, they discuss how embedded banking is reshaping processes, roles, and even merger strategy. What does this shift mean for corporates, banks, and the future of treasury? Tune in to find out.
#360 – Leading Practices in Treasury: Cash Forecasting
In this episode, Pushpendra Mehta sits down with Paul Galloway to discuss the third topic in the series—Cash Forecasting. Paul breaks down the different types of cash forecasts and their roles across treasury, controllership, and FP&A. He also discusses the importance of speed and accuracy in short-term forecasting and shares leading practices for improving efficiency. Why does forecasting remain one of the most time-consuming—and critical—treasury tasks? Listen in to learn more.
2025 Cash Forecasting & Visibility Survey
Survey Results Cash Forecasting & Visibility Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology...
Webinar: AI in Finance: Justification and Use for Treasury Management | June 25
Machine learning, generative AI, and agentic AI can seem like vague, ethereal concepts at times, but their use is becoming quite substantive. This session will explore real use cases for treasury management and show how organizations can both justify and optimize their use. How a company shows value for these automation tools directly relates to an organization’s ability to adopt and benefit from this technology.
This session will explore what a treasurer needs to know and do with AI in finance in order to achieve an outsized impact for their organization. The key concepts will be supported by real-life use cases and examples.