Consultants in Treasury

Advising individual clients. Informing the industry at large.
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2025 AI in Treasury and Finance Survey

GENIUS Act Survey Report

Thank you to all of those who participated in our GENIUS Act flash survey. This survey provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors

Treasury and Risk Management Systems

January 15 at 2:00 PM EST

Join us to explore how developments in AI, automation, and integration are enhancing performance, visibility, and control, and gain insight into how a TMS can strengthen your organization’s efficiency and decision-making.

1.2 CTP, FPAC, and CPE credits pending.

#284 – Driving Cost Savings and Improving Liquidity – Tactical Adjustments in the Cash Conversion Cycle with LSQ

#284 – Driving Cost Savings and Improving Liquidity – Tactical Adjustments in the Cash Conversion Cycle with LSQ

In today’s podcast, Craig Jeffery sits down with Vikas Shah from LSQ for a discussion on the pressing need for companies to focus on driving cost savings and improving liquidity. Vikas shares specific examples of how businesses are finding cost savings and adding scalability, along with a look into key market challenges such as increased demand, credit deterioration, and the importance of process efficiency.

2025 Tariffs and Treasury Survey Report

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.

Bank Connectivity: Navigating Complexity in a Hybrid World

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

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Industry Surveys

Industry Benchmarks

Turn-Key Webinars

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Analyst Reports

Temporary Treasury Staffing

Connectivity & Onboarding

FBAR Compliance Filing

Bank Fee Management

Leading Practices Benchmarking

Pricing Analysis

Bank Staff Training

Time to Revenue

Underwritten Industry Surveys

Leading Practices Benchmarking

Analyst Report Participation

Co-Branded Webinar Hosting

Co-Authored Content Creation

Underwritten Industry Surveys

Leading Practices Benchmarking

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2021 Treasury Technology Survey

2021 Treasury Technology Survey

 Survey Results 2021 Treasury Technology Strategic Treasurer and GTreasury are proud to present the findings from the Treasury Technology Survey with data from over 250 respondents operating primarily across North America and Europe. This annual study polls treasury...

Webinar: Why TMS Should Be the Cornerstone of Your Treasury Transformation

Webinar: Why TMS Should Be the Cornerstone of Your Treasury Transformation

Transforming your treasury operations from manual, paper-laden processes to a modern and efficient technology stack, complete with automation and integration that allow you to focus on strategic tasks, is a worthy goal. Once you’ve decided on a transformation project, though, how do you architect your technology stack? How do you determine what types of technology are right for your department, and perhaps most dauntingly, how do they all need to fit together? This webinar will discuss the ways in which a TMS can act as a cornerstone for your modern technology stack, acting as a single source of truth and tying your other solutions together.

#156 – Strategies for Managing Treasury (AFL)

#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.