Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Cracking the Scammer’s Playbook
Scammers build trust, gather information, and manipulate communications to make fraudulent payment requests appear legitimate. This white paper examines the stages of the scammer’s playbook and the leading practices treasury and payments teams can use to strengthen validation, recognize warning signs, and protect payments before funds leave their control.
Payment Essentials: Keeping Up with Payments
October 15 at 2 PM EDT
Those responsible for payments must keep pace with accelerating developments. This fast-paced session will highlight major changes and shifts and provide a practical framework to help treasury teams stay current and respond effectively as the environment continues to evolve.
1.2 CTP, FPAC, and CPE credits available.
#416 – Turning Fragmented Payment Data into Actionable Treasury Intelligence (Deluxe)
In this episode, Craig Jeffery speaks with Dave Boyce of Deluxe about modernizing collections and lockbox processes.
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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#401 – Reserve Currency Shifts and FX Risk: What Treasurers Should Do Now (SouthState)
In this episode, Craig Jeffery speaks with Hartman Nissle of SouthState Bank about how reserve currency trends impact foreign exchange risk management.
Webinar: Why KYC Is No Longer Just a Compliance Issue for Treasury | April 9
Managing Know Your Customer (KYC) requirements is often viewed as one of treasury’s most burdensome responsibilities, yet its impact extends well beyond compliance. The friction associated with documentation, counterparty validation, and ongoing monitoring can directly affect treasury’s ability to scale, sustain strong banking relationships, and access liquidity efficiently. This webinar reframes KYC as both an operational and strategic issue, examining how it influences onboarding, record keeping, treasury operations, liquidity strategies, and modernization efforts (such as AI), while outlining practical approaches to managing counterparty and banking data more effectively to reduce administrative burden and improve overall performance.
Webinar: Strengthening Payments Security: Fraud Prevention in Practice | March 24
Payments security remains a critical priority as fraud threats grow more sophisticated and regulatory expectations increase. Treasury teams must adopt layered controls that protect transactions without slowing operations. This webinar will explore key elements of a modern payments security approach, including payments anomaly detection, sanctions screening, account tokenization, and structured workflows. Attendees will gain insight into how these capabilities help identify suspicious activity, reduce fraud risk, support compliance, and strengthen control across the payment lifecycle.
#400 – Payment Scamming: Exploitation and Defense (Eftsure)
In this episode, Craig Jeffery speaks with Ramesh Menon of Eftsure about the industrialization of payment fraud.