Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
#297 – Securing Payments: What to Know About PCI-DSS 4.0
In today’s podcast, Craig Jeffery and Christin Cifaldi discuss PCI-DSS 4.0. They cover various aspects of PCI-DSS, including its objectives, principles, and requirements, as well as changes introduced in PCI-DSS 4.0, such as new requirements and updates to existing ones.
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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#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.