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.
Head-2-Head: Cash Dashboards and Analytics
April 7 at 11 AM EDT
This Head-2-Head session will look at how challenging issues can be solved with powerful analytics and flexible cash dashboards. See how modern technology platforms give a comprehensive view with dimensional flexibility for faster “self-serve” and “self-discovery” of the data that matters.
1.2 CTP and FPAC credits available.
#269 – AI’s Current and Future Impact on Treasury (Ferguson)
Have you been staying up to date on how artificial intelligence is transforming the landscape of treasury operations? Join us in today’s discussion as we explore AI’s current and future impacts with Royston DaCosta, Assistant Treasurer of Ferguson PLC, and gain insights into technology’s evolving role in shaping the finance world.
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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14: Are You Sitting Down?
Craig Jeffery and Alexa Cook cover the 13th period results from the Global Recovery Monitor. They go over how respondents feel about the outlook on health and economic positions, top concerns around work from home challenges, revenue level predictions, and more.
19: What Are Alternative Payment Types?
Host Alexa Cook meets up with Senior Consultant Stephanie Villatoro of Strategic Treasurer to discuss how alternative payments have evolved and how they are being used across organizations today.
#108 – The New Reality of Analytics and Compliance
Compliance and security matters are escalating in today’s business environment. Host Craig Jeffery talks with Scott Lambert, Treasury Managing Director of Cigna, on updating treasury organizations to reflect the new reality of analytics and compliance.
Webinar: Reducing Fraud in Your Payables: A Virtual Approach
Join Craig Jeffery of Strategic Treasurer and Jackie Sharpnack of Comdata for a webinar on the current fraud situation, what payment platforms are doing to secure the various endpoints, and options for companies to reduce the surface area of attack on their own.