Consultants in Treasury

Advising individual clients. Informing the industry at large.
AdviseInform

Newsletter

Podcast

Reports

Surveys

Webinars

Heading to Chicago for the AFP Conference?

Here are just a few of the highlights you will find at Booth #569:

  • FinTech Analyst Report Series Prints
  • Live Interviews with Leading FinTechs & Banks
  • 1-on-1 Conversations with our Trusted Treasury Experts
  • Demo of the SecureTreasury Training Course
  • The Chance to Win a YETI Cooler

Live Survey: 2019 Treasury Fraud & Controls

This survey explores the current and projected impact of fraud on the finance and treasury environment.  Corporate practitioners and banks are polled on their experiences with fraud and on the range of controls, safeguards, and security practices employed to protect financial assets and information.

Unique Challenges to NGO Treasuries

Unique Challenges to NGO Treasuries

Episode 13 Unique Challenges to NGO Treasuries Non-Governmental Organizations, commonly referred to as NGOs, often operate globally, which involves a significant level of complexity. This complexity carries into treasury and dealing with remote banks,...

Security Training

SWIFT CSP

Connectivity

Benchmarking

Our mission is to elevate & enhance the practice of treasury by advising individual clients & informing the industry at large.

Corporate Practitioners

Financial Institutions

Technology Providers

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

f

Industry Surveys

Industry Benchmarks

Turn-Key Webinars

i

Analyst Reports

Corporate Practitioners

Temporary Treasury Staffing

Connectivity & Onboarding

FBAR Compliance Filing

Bank Fee Management

Leading Practices Benchmarking

Financial Institutions

Pricing Analysis

Bank Staff Training

Time to Revenue

Underwritten Industry Surveys

Leading Practices Benchmarking

Technology Providers

Analyst Report Participation

Co-Branded Webinar Hosting

Co-Authored Content Creation

Underwritten Industry Surveys

Leading Practices Benchmarking

A Deeper Dive into Tax Credits: Evaluating Use Cases for Tax Equity Investments

This webinar will examine the scenarios in which organizations can leverage tax equity investments to reduce their tax liability, generate multi-year returns on capital, and create impactful PR opportunities while benefitting and supporting their communities in the process. The event will be co-presented with Monarch Private Capital. 1.2 CTP and FP&A re-certification credits will be given for attendance.

The Moral Reason for Security

Episode 8 The Moral Reason for Security Different reasons can motivate different behaviors. Security can be driven by a standard of which you meet the minimum level required. Security can be put in place to protect the organization against loss. What about...

The Why and How of Securing Treasury and Payments

This webinar will first explore the dramatic increase in fraud that we have witnessed within the financial environment and how new technologies have given way to the creation of more sophisticated criminal techniques. Next, we will identify common areas of exposure that exist within organizations today and finally, analyze specific methods and strategies that financial practitioners can employ to protect themselves. The event will be co-sponsored by PDG. 1.2 CTP and FP&A re-certification credits will be given for attendance.

IR Volatility: A Decade’s End Game

This webinar will cover the importance of how organizations respond to interest rate volatility. The event will be co-presented with GTreasury. 1.2 CTP and FP&A re-certification credits will be given for attendance.

Security: Understanding the 2nd Chapter of the Cloud

Episode 7 Security: Understanding the 2nd Chapter of the Cloud The movement of functionality and services to the cloud has been underway for over a decade. It began with sales management and has extended to every area of the corporate world. This has...

Why Compliance Makes You Vulnerable

Episode 6 Why Compliance Makes You Vulnerable Setting your target as compliance with a security standard like PCI-DSS or SWIFT-CSP means you are accepting an older standard as your minimum. In this podcast, Craig Jeffery interviews Mark Cuneo a card...