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.
99: Options for Traditional Debt Funding Structures
In today’s episode of the Treasury Update Podcast, Paul Galloway shares three examples of traditional debt funding structures. Listen in as he breaks down syndicated loans, senior debt, and revolvers. Learn what makes each of these financing tools unique and why treasurers may strategically choose one over the other.
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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#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.