Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Hyperscaling Fraud vs. Building Adaptive Defenses
As fraud tactics become more sophisticated and scalable, traditional defenses must evolve with them. This white paper examines how treasury and finance teams can build a more adaptive approach to payment security by strengthening foundational practices and continually reassessing people, processes, controls, account structures, and technology as risks change.
Transaction Banking in 2026: What Your Peers Are Prioritizing Now
November 3 at 2 PM EST
Drawing on the 2026 Transaction Banking Perspectives Survey, conducted this past summer, this webinar will explore what respondents are saying about the economic environment, changing client and payment needs, emerging technologies and risks, and the broader transaction banking landscape.
1.2 CTP, FPAC, and CPE credits available.
#304 – Bank Fee Standards: Decisions, Negotiations, and Savings
Understanding bank fees helps consumers and corporations make informed decisions, avoid hidden charges, and negotiate better terms. In today’s podcast, Craig Jeffery and Christin Cifaldi discuss the importance of understanding bank fees, including their impact on consumer decisions, corporate finances, and negotiation strategies.
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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Webinar: Cash Forecasting and Visibility: 2021 Survey Results | October 26
This webinar will discuss the findings of the 2021 Cash Forecasting & Visibility Survey that explores the current landscape. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon? Learn from what others are experiencing and doing to handle this challenging set of activities.
#169 – Treasury Mentors & Soft Skills (The Passionate Treasurer)
On this episode of the Treasury Update Podcast, Host Craig Jeffery speaks with Lee-Ann Perkins, Assistant Treasurer of The Passionate Treasurer, on the importance of treasury mentors and soft skills. They share meaningful insights on the necessary elements of mentoring, finding a trusted advisor, becoming a lifelong learner and paying it forward. Tune in to learn how to position yourself and others for career success.
2021 B2B Payments Survey
Survey Results B2B Payments Strategic Treasurer’s B2B Payments survey, developed in partnership with Bottomline Technologies, sought to understand the shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B)...
#168 – Payment Fraud: Rules for Security (Coupa)
Host Craig Jeffery joins Rajiv Ramachandran, Senior Vice President of Product Strategy & Management, and Ahmad Sadeddin, Director of Product Management at Coupa, to discuss concepts featured in their eBook on Payment Fraud: Assessing & Responding to an Escalating Threat. Topics of discussion center around the current situation of payment fraud, the threat levels of various types of fraud, common areas of vulnerability, and rules for compliance. Listen to this episode to learn how to protect yourself and your organization against the rise of payment fraud.