Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2026 Compliance Survey
The 2026 Compliance Survey polls treasury and finance practitioners on their experiences, practices, and perspectives regarding a broad variety of treasury compliance activities. Areas covered include KYC, ISO 20022, PSD2, payee verification, Nacha requirements, PCI-DSS, and more. This research examines the outlook for the compliance landscape, aiming to capture both the macro and micro elements of its impact on treasury.
Join us in our market research and take the survey today!
Head-2-Head: Bank Connectivity, ISO 20022, and Formats
June 2 at 11 AM EDT
This session will examine how fintechs are using modern connectivity platforms to help treasury teams navigate change and take advantage of new connectivity models. The discussion will show how evolving technologies, standards, and formats support more efficient data exchange, improved transparency, and better alignment between banks and corporate systems.
1.2 CTP credits available.
96: What is CD laddering?
In today’s podcast, we take a quick look at CD laddering. We’ll review things to consider when setting up your ladder, tailoring ladders for your goals, and the benefits of using one.
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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Webinar: Payment Security: Assessing and Responding to an Escalating Threat
Overseeing payment security is part of treasury’s risk management function, but it can be a confusing role. What exactly is treasury’s responsibility, and what falls to other departments? This webinar will compare treasury’s role to that of a superintendent and will cover the various elements of creating and maintaining a strong defense against fraud from a treasury perspective.
Payment Fraud eBook – Strategic Treasurer & Coupa
With fraud on the rise and payment processes scattered throughout different departments, a treasurer must function as the ‘superintendent’ of payment security, overseeing the policies, controls, and practices others are putting into action. This eBook is intended to...
#122 – When the Going Gets Tough, Relationships Matter
Host Craig Jeffery speaks with Dr. Kathy King-Griswold, Associate Treasurer and Director of Treasury Operations & Compliance at the University of Rochester, on her personal journey navigating treasury challenges and opportunities amid the COVID-19 crisis. They explore the importance of relationships during disruptive events, the management of capital when income sources are severely impacted, challenges around remote work and technology, and more.
25: What Is Global Expansion?
Host Alexa Cook catches up with Stephanie Villatoro, Senior Consultant at Strategic Treasurer, to discuss what global expansion is and the implications it has for treasury. They discuss some considerations for treasury to keep in mind when expanding globally and cover relevant differences between countries.