Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
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 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.
93: What Is Data Extraction?
Join us for a quick coffee break as we discuss data extraction in treasury operations. In this episode, we’ll explore how AI is reshaping the process, tackle common challenges, highlight AI-driven innovations, share success stories, and address trust and reliability concerns.
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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#121 – Accelerating Towards the Future State with Leading Processes
Host Craig Jeffery joins Jonathan Paquette, Sr. Financial Solutions Expert, and Kevin Rice, Sr. Customer Success Manager of Treasury Intelligence Solutions (TIS), to discuss learning from challenges through customer case study examples showcasing global logistics and manufacturing companies, leading practices for addressing resource restrictions and technology roadblocks, and key insights for effectively assessing and implementing processes across various projects.
17: Optimism and Concerns
Special Host Alexa Cook catches up with Craig Jeffery on period sixteen’s results from the Global Recovery Monitor. This new iteration of the micro-survey showcases both optimism and concerns of organizational liquidity, today’s economic and health positions, upcoming elections and more.
#120 – Adaptation of Higher Education
Host Craig Jeffery joins Timothy Hesler, Assistant Treasurer of the Global Banking, Cash Management and Treasury Operations group of New York University, to discuss the adaptation of higher education amid the COVID-19 pandemic, including transitioning to the work-from-home environment and its impact on treasury and performance, responding to cyber fraud escalations, navigating technology challenges, and more.
Webinar: Measuring the Recovery
This webinar will review the results of the Global Recovery Monitor to date (Periods 1-16), dive into cross cuts of the data, and discuss what organizations can do as we recover.