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.
GENIUS Act: Overview, Survey Results, and Implications
December 16 at 2:00 PM EST
Join us for an in-depth webinar examining the implications of the GENIUS Act for the treasury and finance community, as well as insights from our recent GENIUS Act Survey, providing a data-driven look at current levels of awareness, anticipated challenges, and expected adoption rates.
1.0 CTP, FPAC, and CPE credits available.
99: Options for Traditional Debt Funding Structures
In today’s episode of the Treasury Update Podcast, Paul Galloway shares three examples of traditional debt funding structures. Listen in as he breaks down syndicated loans, senior debt, and revolvers. Learn what makes each of these financing tools unique and why treasurers may strategically choose one over the other.
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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#156 – Strategies for Managing Treasury (AFL)
On this episode of the Treasury Update Podcast, Host Craig Jeffery sits down with Holly Olson, Corporate Treasurer at AFL, to discuss strategies for managing treasury. Topics of discussion center around treasury operations with a view to automated payments, risk management, support of global business units, fraud prevention and more. Listen in to learn effective strategies for optimizing treasury operations around the world.
41: Payment Messaging vs Payment Movements
What is payment messaging vs payment movements? Coffee Break Session Host Alexa and Craig discuss the differences and examples in this bite-size episode. Listen in to learn more.
Survey Shows a Strong Movement Toward Fully Electronic for Accounts Payable
Today, Strategic Treasurer and Deluxe release the results of the Modernizing AP Processing Survey. Results show an overall push toward modernization – from a strong desire to move to full automation to a movement to outsourcing – with some areas of reservation.
Webinar: Treasury Technology: 2021 Survey Results
This webinar will cover and provide insights on the results of the 2021 Treasury Tech Survey. This survey gathered valuable data regarding practitioner’s views, actions, use, plans and experiences with treasury management systems and other forms of treasury technology. Results showed what is important to treasury practitioners in their technology, which tech types are rapidly becoming standard and which are holding steady, and what treasury departments are looking for in technology partners. In the midst of a rapidly changing environment, these findings indicate the current trends and adoption, helping treasury make strategic decisions.