Consultants in Treasury
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Compliance Survey Report
The regulatory landscape for treasury continues to grow in complexity, increasing the demands placed on compliance processes and technology. 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.
Download the survey report today to access the latest insights on compliance trends across the industry.
Head-2-Head: Short-Term Investing
August 11 at 11 AM EDT
In this Head-2-Head session, fintech providers will discuss how their solutions support short-term investing needs in today’s evolving environment. Attendees will hear different perspectives on how technology-enabled approaches are being applied to help treasury teams manage excess cash, offering insight into the considerations organizations evaluate as they assess options and adapt to a more complex investment landscape.
1.2 CTP credits available.
#271 – Learning from Financial Fraud Series Episode 6: Unpacking the Bernie Madoff Ponzi Scheme
Welcome to another edition of our Learning from Financial Fraud Series. In this segment, we delve into the notorious Bernie Madoff Ponzi Scheme. Join us as we unravel the intricate layers of this scandal, where Bernie Madoff, a once-respected financier, orchestrated an elaborate scheme that entrapped countless investors.
Learn more about staff augmentation at: https://securetreasury.com/
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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11: Signs of Improvements: AR, Orders, & Liquidity
Host Meredith Zonsius checks in with Alexa Cook and Craig Jeffery on the tenth period’s results from the Global Recovery Monitor. They cover insightful results from the micro-survey revealing signs of improvements with view to organizational liquidity, AR, orders, and economic shifts around the globe.
#100 – Foundational Visibility: Seeing is Knowing
On this 100th episode of the podcast, Host Craig Jeffery joins Jon Paquette, Sr. Financial Solutions Expert at Treasury Intelligence Solutions (TIS), to discuss the concept and imperative nature around foundational visibility in disruptive times.
15: What is a Blob?
Coffee Break Session Host, Alexa Cook, catches up with Craig Jeffery to discuss what treasury executives need to know about blobs. They also talk through the differences between a blob and other forms of data storage.
Webinar: A Review of COVID-19’s Impact on Treasury: From Crisis to Recovery
This webinar will review the results to date and dive into cross cuts of the data and what organizations can do as we move from crisis to recovery.