Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
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.
#370 – Reading the Curve: Decoding the 10-Year Yield
Paul Galloway examines the current shape of the yield curve and the signals behind the 10-year treasury yield. He discusses market uncertainty, interest rate dynamics, inflation, and geopolitical factors influencing investor behavior. What does a flat curve mean for recession risk, borrowing costs, and future rates? Tune in to decode the outlook.
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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#356 – Learning from Literature: Understanding What You Don’t Know
In this episode of the Learning from Literature series, Craig Jeffery reflects on wisdom from Socrates and Plato, exploring the power of humility, openness, and restraint. What do these ancient insights reveal about effective treasury leadership and communication today? Listen in to uncover how thoughtful silence and curiosity can elevate your professional impact.
Webinar: Cash Forecasting & Visibility Survey Results | May 22
Cash forecasting has been a significant challenge and a vital task for treasury for many years. TIS and Strategic Treasurer’s 2025 Cash Forecasting & Visibility Survey delves into the current landscape, probing practitioners on their pain points, processes, goals, and realities in the realm of forecasting and visibility. This webinar will cover key findings from the results, with both longitudinal and timely data on your peers’ perceptions, plans, use of tools, and more.
#355 – 2025 Tariff Impacts and Treasury: Navigating Uncertainties
In this episode, Pushpendra Mehta sits down with Craig Jeffery to explore how treasurers can prepare for tariff-induced risks and uncertainties. Listen in to learn more.
Webinar: AI for Treasury Teams: Improving Cash and Liquidity Oversight with AI and Automation | May 20
With rising tariffs, FX fluctuations, and ongoing market volatility, treasury teams are under increasing pressure to safeguard liquidity, manage financial risk, and provide strategic guidance—often across multiple entities, currencies, and systems. In this high-stakes environment, even well-run operations can face blind spots: creeping expenses, unexpected shortfalls, or missed signals that impact decision-making.
AI is emerging as a powerful ally, but its impact depends on the quality of the underlying data. Clean, connected, and real-time data is the foundation for applying AI to treasury. Without it, even the most advanced models can’t deliver accurate or actionable insights.
In this session, Tomer Amitai, CFO at Natural Intelligence, will share how his team is approaching these challenges with AI. He’ll walk through the practical steps they’ve taken to strengthen data integrity, apply AI in treasury workflows, and gain better oversight across cash and liquidity. Whether you’re exploring AI or already experimenting, you’ll walk away with actionable takeaways grounded in real-world experience.