Recent survey trends have shown that compliance is consistently a headache for treasury professionals. With the continued introduction of new regulations and updates on older legislation, there is no better time to see what your peers are doing, and even evaluate what you are or aren’t doing to stay current.
This survey, underwritten by TD Bank, captured unique information from both bank and corporate practitioners. We asked over 150 questions in 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 Bottomline Technologies, is the most comprehensive fraud survey in the industry. Take a look at some of the key takeaways and download the full report to find out what most treasury professionals are experiencing with regards to fraud.
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
Fraud is increasingly prevalent. And, costly. Why catch up when you can, and need, to get ahead? This session will cover six of the key principles and provide real-world examples that emphasize immediate usefulness to your organization.
The Burden of Today's Treasurer As the world becomes more connected, many corporations are experiencing strong growth and increased complexity. In the midst of these changes, treasury practitioners are struggling to keep up with the coinciding heightened...
Imagine receiving an email that appears to come from your supervisor, requesting that you immediately send a wire transfer of a substantial sum to a client. Not wanting to disappoint or question your superior, you hastily comply without taking the time to...
Survey Results Treasury Fraud & Controls With your help, we've consistently found that fraud is a top ranking concern for treasury. This year, as it has become a bigger issue worldwide, we discover how your opinions have changed. Has your security framework been...
This article discusses how you can make your case for using treasury technology. It is based off a webinar that was held in March 2018.
This webinar is based on the results of the 2018 Treasury Fraud & Controls Survey underwritten by Bottomline Technologies. During this webinar, we will discuss high-level results and provide some year-over-year comparisons. 1.2 CTP and FP&A re-certification credits will be given for this webinar.