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Consultants in Treasury

Advising individual clients. Informing the industry at large.
PractitionersProviders
2025 AI in Treasury and Finance Survey

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.

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors

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.

96: What is CD laddering?

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.

2025 Tariffs and Treasury Survey Report

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.

Bank Connectivity: Navigating Complexity in a Hybrid World

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

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Industry Surveys

Turn-Key Webinars

Financial Risk Management

Working Capital Optimization

Industry Benchmarks

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Analyst Reports

Temporary Treasury Staffing

Connectivity & Onboarding

FBAR Compliance Filing

Bank Fee Management

Leading Practices Benchmarking

Pricing Analysis

Bank Staff Training

Time to Revenue

Underwritten Industry Surveys

Leading Practices Benchmarking

Analyst Report Participation

Co-Branded Webinar Hosting

Co-Authored Content Creation

Underwritten Industry Surveys

Leading Practices Benchmarking

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2020 Higher Education Survey

2020 Higher Education Survey

Survey Results Higher Education This survey, underwritten by Kyriba, identified the unique financial drivers, challenges, and areas of focus for higher education in 2020. Results from this survey are compared against data from the broader corporate environment and...

#106 – The Rise and Fall of Carry: Author Interview 2020

#106 – The Rise and Fall of Carry: Author Interview 2020

On this special edition of the podcast, Host Craig Jeffery interviews coauthor Kevin Coldiron on the book, The Rise of Carry: The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis. Listen in as they discuss the concept of carry and its historical and looming consequences.

18: What Are KPIs?

18: What Are KPIs?

Coffee Break Session Host Alexa Cook catches up with Senior Consultant Melody Hart to discuss key performance indicators. They dive into the meaning and elements of KPIs and how they are typically used across organizations today.

TMS Toolkit – TMS Selection: Leading Practices – GTreasury

TMS Toolkit – TMS Selection: Leading Practices – GTreasury

TMS TOOLKIT » The Goal » Critical Business Requirements » Understanding the Technology » Partnering with a Company » Building the Case » Selection Process » Preparing for Implementation » Looking Ahead » About the FirmsProvided by GTreasury, Powered by Strategic...