Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
88: What API Types Exist?
APIs are becoming more and more common within the apps and programs you use in your day-to-day life. They sit behind the scenes and allow for visibility between platforms. In this podcast, Paul Galloway and Jason Campbell discuss the benefits of APIs, what they are, and what else you should know about how they relate to treasury.
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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#61 – Understanding the Pain of Payments
Companies are facing a significant amount of payments pain as they grow and expand their global footprint. On this episode, host Craig Jeffery leads the discussion with Roger Comins, Senior Product Manager at GTreasury, on understanding these challenges and finding ways to address them, both internally and externally. Listen in to learn what is changing, why it matters and how it’s impacting organizations, treasury professionals and the end-to-end customer experience.
#60 – How to Get Stuff Done: Networking, Noise, Niceties & Nurturing Your Career
This episode details the journey of a busy treasurer juggling career navigation, skill-set maintenance, goal achievement, professional development, work/life balance and more. How does one person handle all these tasks (along with many others!), while also moving up the financial practitioner maturity model? For answers and advice, tune in to hear Lee-Ann Perkins, Assistant Treasurer at ION Geophysical, share her inspiring story and useful insights with Craig Jeffery, our podcast host and company founder. As they explore a variety of methodical and meaningful approaches to making every moment count—both in the office AND at home—be sure to follow along and learn how to better position yourself for success and fulfillment in the years to come.
2019 Treasury Compliance Survey
This research polled treasury and finance practitioners on their experiences, practices, and perspectives regarding a broad variety of compliance and bank account management operations
#59 – Seismic Shifts in Corporate Treasury Series: Better Payments
As the third installment of an ongoing series, this episode of The Treasury Update Podcast features special guests Jennifer Stanley and Sachin Thakur of MUFG as they explore key pain points in the payments process and more.