In the ever-changing world of corporate finance, core responsibilities like payments and cash management must continually adapt to keep pace with developing initiatives, regulations, and treats. With these changes, there is no better time to learn what treasury and payment professionals are planning.
This survey, underwritten by TD Bank, captured unique information from both bank and corporate practitioners. We’ve categorized the over 150 questions into five sections – demographics, economic outlook, credit use and availability, treasury operations, and compliance/regulations.
This report exists to help you understand the components of the treasury technology industry by providing current data and strategic insight on available solutions.
This survey, underwritten by Capital Advisors Group, focuses on how treasury practitioners are evaluating current liquidity risk mitigation processes. We’ll also ask you about your opinions on macroeconomic changes and new regulations as they impact treasury.
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
Working Capital Optimization
This webinar is co-presented with TD Bank and will go over some of the high-level data points from the 2017 Treasury Perspectives Survey. Plus, get exclusive access to the results!
This session will explore how newer digital tools and approaches represent an opportunity to optimize working capital management through an expanded perspective of trade finance.
The New Corporate Cash Environment: Understanding Impacts of Financial Supply Chain [Webinar with SAP Ariba]
This webinar will cover how treasury and supply chain teams can respond effectively to the challenges ahead of them regarding the overall economic environment.
This session will examine vital financial benefits derived from both strategic and operational changes made possible with modern technology.
This article discusses 6 of the 12 key principles that you can use to help your company have a more secure framework. It is based off a webinar that was held in January 2018.
Convergence in Corporate Banking: How Technology Drives Opportunity for Banks and Corporates [Webinar with Finastra]
This session will explore how banks and corporations should think about banking technology through several different perspectives.