Consultants in Treasury
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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.
GENIUS Act: Overview, Survey Results, and Implications
December 16 at 2:00 PM EST
Join us for an in-depth webinar examining the implications of the GENIUS Act for the treasury and finance community, as well as insights from our recent GENIUS Act Survey, providing a data-driven look at current levels of awareness, anticipated challenges, and expected adoption rates.
1.0 CTP, FPAC, and CPE credits available.
#386 – From Fragmented to Proactive: A New Approach to Fraud Defense (Q2)
The cost of fraud for banks and credit unions continues to rise, with every $1 lost resulting in nearly $6 in total costs once compliance, operations, and customer trust are factored in. In this interview, Jeff Scott with Q2 will explore how banks can address this growing challenge by shifting from fragmented, reactive defenses to a proactive “Fraud Intelligence” approach. He will discuss how data-driven insights, automation, and integration can reduce inefficiencies, cut the true cost of fraud, and strengthen both protection and customer experience.
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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Webinar: Five Essentials for Protecting Payments and Treasury | December 2
Fraud and the threat of financial losses continue to escalate. Losses are growing. Criminals are increasingly automated and sophisticated. Protecting payments requires a robust approach across five major domains: structure, processes, services, technology, and people. This session will explore each of these topics. From training to leveraging fraud prevention tools, attendees will better understand how they can protect their payments and cash. The session is both contextual and practical for those wishing to act.
#384 – Controlling the Controllables: Resilience and Strategy in Treasury
In this episode, Craig Jeffery talks with Sue Caras of Bank of America about how treasury teams can lead with clarity in the face of uncertainty. From liquidity and forecasting to automation and payments, they discuss practical ways to strengthen control and build agility. How can treasurers focus on what they can control and prepare for what they can’t? Tune in to find out.
#383 – How AI Can Support Managing Foreign Exchange And Interest Rate Risks
This episode dives into the challenges of managing foreign exchange and interest rate risk and how AI can help. Paul Galloway outlines key market drivers, hedging strategies, and the growing role of predictive analytics, generative AI, and agentic tools in risk monitoring, automation, and decision support. Learn how treasury teams can use AI to stay ahead.
Webinar: 2026 Treasury Trends | December 4
As organizations look ahead to 2026, treasurers and CFOs must balance technological advancement with an unpredictable operating environment. This session will explore key treasury trends influencing liquidity, payments, and financial strategy, including the expanding role of AI, the impact of new payment technologies, and the rise of digital assets. Panelists will discuss how treasurers can navigate economic and geopolitical uncertainty while developing future-ready teams equipped to manage risk, harness technology, and sustain confidence in an increasingly complex global environment.