Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
GENIUS Act Survey Report
Thank you to all of those who participated in our GENIUS Act flash survey. This survey provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.
Treasury Aggregators
February 19 at 2:00 PM EST
This session will review the current TA landscape and examine how organizations are using these solutions to streamline connectivity, standardize data, and enhance compliance across diverse banking environments. Attendees will also learn how emerging technologies are shaping the next generation of TAs, supporting faster payments, real-time data visibility, and more intelligent decision-making within modern treasury operations.
1.2 CTP and CPE credits available.
#239 – From Chaos to Clarity: Strategies for Smooth Bank Integration (Fides & AES Corporation)
When it comes to treasury operations, cash is still king. Holistic cash visibility is a critical differentiator for companies. Digital transformation and open banking have presented many more opportunities for treasury and finance to quickly access the data they need for better cash management and forecasting while streamlining processes through automation. Yet even with the rise of APIs in finance, a significant proportion of companies are still manually pulling bank statements from a plethora of bank portals, and still processing payments manually as well. Learn how AES deployed multi-bank connectivity solutions to eliminate manual processes, improve internal governance and security, protect themselves from payments fraud, ensure regulatory compliance, and achieve real-time liquidity.
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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#35 – 2019 Outlook: Supply Chain Finance Outlook
On this episode of the 2019 Outlook series, Craig Jeffery speaks with CEO and President Cedric Bru of Taulia on the continued evolution of supply chain finance.
#34 – 2019 Outlook Series: Treasury Management & Technology Outlook
On this episode of the 2019 Outlook series, Craig Jeffery sits down with Paul Higdon, Co-CTO, and Michael Kolman, Head of Business Development, of ION Treasury to discuss their expectations for 2019 on money market funds, LIBOR, the rise of open banking, predictive technology and more.
Forecasting: Setting Expectations & Achieving Results Webinar
This session will help participants understand the context of good forecasting and explore how to overcome the major issues and challenges faced by many organizations.
#33 – A Movement Towards Equilibrium: The Situation of Treasury Fraud & Controls
Craig Jeffery of Strategic Treasurer sits down with Chris Gerda, Risk and Fraud Prevention Officer and James Richardson, Head of Market Development of Bottomline Technologies to discuss the 2019 Treasury Fraud & Controls Survey Results.