Consultants in Treasury
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Transaction Banking in 2026: What Your Peers Are Prioritizing Now
November 3 at 2 PM EST
Drawing on the 2026 Transaction Banking Perspectives Survey, conducted this past summer, this webinar will explore what respondents are saying about the economic environment, changing client and payment needs, emerging technologies and risks, and the broader transaction banking landscape.
1.2 CTP, FPAC, and CPE credits available.
#413 – Architecting Modern Payment Security
In this episode, Craig Jeffery and Christin Cifaldi of Strategic Treasurer discuss the technology component of modern payment security and the findings from Strategic Treasurer’s latest Payment Security Report.
Compliance Survey Report
The 2026 Compliance Survey examined how corporations and banks are responding, with findings on KYC, regulatory priorities, compliance technology, and emerging innovations such as agentic AI. Thank you to all of those who participated in this survey.
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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#389 – Behavioral Finance Meets Treasury: How Bias Shapes Financial Decisions
In this episode, Craig Jeffery explores how behavioral finance applies to treasury. He unpacks key biases like overconfidence, anchoring, and loss aversion and how these influence forecasting, investing, and risk management. How can treasurers spot biases and build better frameworks for decision making? Tune in to find out.
Webinar: Treasury & Risk Management Systems | January 15
Join us to explore how developments in AI, automation, and integration are enhancing performance, visibility, and control, and gain insight into how a TMS can strengthen your organization’s efficiency and decision-making.
#388 – The GENIUS Act: What Stablecoin Regulation Means for Treasury
In this episode, Craig Jeffery discusses the GENIUS Act and its impact on treasury, from payment stablecoins and tokenized assets to what treasurers should expect from banks and tech providers. Backed by recent survey results, this episode breaks down the framework, adoption trends, and what to watch as digital asset regulation takes hold in 2026 and beyond.
#387 – Payment Fraud Is Morphing: How to Stay Ahead of the Threat (Bottomline)
Craig Jeffery talks with Paul McMeekin of Bottomline about the latest Treasury Fraud & Controls Survey findings and what they reveal about today’s threat landscape. From AI-generated fraud and deepfakes to payment rail changes and rising losses among small businesses, this episode covers practical defenses for a fast-evolving fraud environment.