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.
Fintech Hotseat Head-2-Head: Data Management
November 13 at 11:00 AM EST
In this Head-to-Head session, leaders will present how they help treasury normalize, move, ingest, and analyze financial data. Today, there is far more data being generated more quickly. Leveraging that data requires excellent, modern tools and solution sets.
1.2 CTP and FPAC credits available.
#365 – Leading Practices in Treasury: Compliance and Leveraging Networks
In this episode, Paul Galloway joins Pushpendra Mehta to explore compliance and network optimization in treasury.
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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Bank Connectivity: Navigating Complexity in a Hybrid World eBook
Connectivity has become increasingly important to more organizations. The rate of change in some companies, coupled with technological shifts, is requiring most commercial and corporate-sized organizations to review and update their strategies for connectivity. For a...
#348 – Career Accelerators and Pathways
In this episode, Craig Jeffery hosts Elisabeth Constantin from ABREO Executive Services and Royston Da Costa, Assistant Treasurer at Ferguson, to discuss career accelerators and pathways for treasury leaders. They explore various strategies for advancing careers, such as board service, academia, mentorship, and profile diversification. Elisabeth emphasizes the importance of exit planning and balancing personality development with skill optimization. Royston highlights both traditional and new career pathways in treasury. Listen in for a fresh perspective on professional growth and leadership.
#347 – Architecting Your Data Ecosystem – How to Leverage AI and Machine Learning with Treasury4
In this episode, Craig Jeffery hosts Ed Barrie and Randy DeVita from Treasury4 to discuss the importance of architecting a strong data ecosystem for the Office of the CFO and the treasurer. They explore challenges with data management, the need for accurate and detailed data, and how AI/ML can support decision-making. Key topics include structuring data solutions, maintaining a single source of truth, and using transaction mapping and anomaly detection for better forecasting and insights. Listen in to learn more.
#346 – Leading Practices in Treasury: An Audiobook from our Professional Development Series
In this ebook, both new and experienced treasury professionals will find practical, focused
recommendations and considerations to help hone their skills.With fine-tuned leading practices for bank
relationship management, bank account architecture, forecasting, compliance, managing unknown risks,
and more, this guide offers tried and true approaches that will help you and your organization thrive.