Consultants in Treasury
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State of Corporate Payment Supervision
This flash survey explores where payment ownership truly resides and how companies are approaching this critical function. In less than five minutes, you can share your perspective, contribute to the profession, and gain insight into how others are managing this essential role.
Results will be released at our Superintending Payments Workshop on March 11. Survey is only open until Noon Eastern on Monday, March 9.
Join us in our market research and take the survey today!
Workshop Series: Superintending Payments
March 11 at 11:30 AM EDT
This live, three-hour workshop will examine the treasurer’s role as superintendent of payments, covering real-time payment rails such as RTP and FedNow, approaches to strengthening payment security, and key considerations in managing cross-border payments and FX activity. Attendees will gain practical frameworks for overseeing payments and strengthening organizational control and efficiency in a rapidly evolving environment.
3.6 CTP credits pending.
#288 – Why Does Social Engineering Work So Well?
In today’s podcast, Craig Jeffery shares multiple new examples of successful fraud cases, including a story that highlights the importance of two-factor authentication and a real-world example of the importance of immediately training new staff on security. He also touches on the recent improvements to and effectiveness of voice deepfakes. Listen in and stay informed on social engineering advancements.
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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#158 – Know Your Customer (KYC) for Corporates (SWIFT)
Why is KYC so important for corporates? Host Craig Jeffery sits down with Muriel Dewingaerden, Product Manager of KYC Compliance Services at SWIFT, to discuss KYC for corporates. They provide valuable insights on the evolution of KYC, the challenges corporates are facing today, streamlining the compliance process, KYC solutions and more. Listen in to learn how to protect your company from doing business with organizations or individuals involved in illegal activity.
42: What is Robotic Process Automation?
What is robotic process automation? On this episode of the Coffee Break Session, Host Alexa Cook talks with Craig Jeffery to discuss the key points and benefits of robotic process automation (RPA). Listen in to learn more.
#157 – Becoming a Treasurer Series: Part 21 – Being a Partner, Not a Vendor
On this episode of the Becoming a Treasurer series, Craig Jeffery is interviewed on a chapter in his book, The Strategic Treasurer: A Partnership for Corporate Growth. The chapter, entitled “Being a Partner, Not a Vendor,” lays the intellectual framework and reasons why treasurers must act as a business partner and use their unique strengths to support their organization’s overall success. Listen in to the conversation to learn more.
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...