Consultants in Treasury
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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.
#291 – Remote Is Dead: Hybrid Work Is the New Norm – 2024 Outlook Series with Mike Richards (The Treasury Recruitment Co)
In today’s episode of the 2024 Outlook Series, host Craig Jeffery is joined by Mike Richards to review and predict changes in the treasury recruiting space. Topics of discussion include job shifts post-COVID, recruiting with job boards, and the creation of your own AI bots.
The 2024 Outlook Series features interviews with treasury experts about their expectations, projections, and insights for the year ahead.
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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#179 – Treasury News, Developments and Resources (CTMfile)
On this episode of the Treasury Update Podcast, Host Craig Jeffery sits down with CTMfile founder and editor Jack Large to discuss relevant content around treasury news, developments and resources. Listen in as they dive into the latest treasury trends and their new work together.
#178 – Becoming a Treasurer Series: Part 23 – Cash Boot Camp
On this episode of the Becoming a Treasurer series, author Craig Jeffery continues a mix of interviews around his book, The Strategic Treasurer: A Partnership for Corporate Growth. The chapter of discussion, entitled “Cash Boot Camp for Treasurers,” provides a practical approach to understanding different perspectives of cash, how accounting and treasury can live in harmony, and more. Listen in to this insightful discussion.
51: What Is Scalability?
What is scalability? Coffee Break Session Host Alexa Cook catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to discuss scalability. Their conversation covers what scalability is, how we see it in treasury departments, and an example of how scalability can be applied. Listen in and learn a little bit about scalability.
Webinar: 2022 Payments Outlook: Hot Topics for Treasury and AP | December 16
Payments has been undergoing significant changes with new payment rails, faster payment and settlement and additional challenges to validate and secure payments. This session will provide an outlook on payments for 2022 and will provide an outlook on various hot items.