Consultants in Treasury
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Compliance Survey Report
The regulatory landscape for treasury continues to grow in complexity, increasing the demands placed on compliance processes and technology. 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.
Download the survey report today to access the latest insights on compliance trends across the industry.
Head-2-Head: Short-Term Investing
August 11 at 11 AM EDT
In this Head-2-Head session, fintech providers will discuss how their solutions support short-term investing needs in today’s evolving environment. Attendees will hear different perspectives on how technology-enabled approaches are being applied to help treasury teams manage excess cash, offering insight into the considerations organizations evaluate as they assess options and adapt to a more complex investment landscape.
1.2 CTP credits available.
#253 – Prioritizing Payment Principles: A Dialog on Virtual Card in Context (Mastercard & Corpay)
What point of emphasis for payments should a corporate payment professional focus on in 2023? In this podcast, Anthony DeBellis, VP of Product Management at Mastercard, and Mark Penserini, VP of Partner Management at Corpay talk with Craig Jeffery and share their thoughts on payment security, access to cash, and virtual cards. Listen in to learn more.
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
Treasury Technology
Industry Surveys
Turn-Key Webinars
Financial Risk Management
Working Capital Optimization
Industry Benchmarks
Analyst Reports
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#49 – Treasury Success in Today’s World: Relationships & Technology
On this episode of The Treasury Update podcast, Craig Jeffery speaks with Ernie Humphrey, CEO of Treasury Webinars, about treasury success in today’s rapidly shifting financial world. Focusing on both relationships and technology, they explore evolving treasury roles and key success factors essential to the modern industry professional. Listen in to find out more.
#48 – Transforming Treasury: A Dose of Realism
How do treasurers effectively drive change across an organization? On this episode of the podcast, Craig Jeffery talks with Todd Picken, Treasurer at MassMutual to discuss the joys and opportunities of treasury transformation and how both need to be tempered with a dose of reality. From treasury operations to customer experience, they share valuable insights to help navigate real change across treasury environments. Topics of discussion center around achieving success through paying for transformation, moving the culture forward and getting technology to work. Listen in to find out more.
#47 – Owning the Cash Conversion Cycle: Relationships & Technology
With a focus on both relationships and technology, Craig Jeffery and Ernie Humphrey, CEO of Treasury Webinars, explore how treasury, accounts payable and accounts receivable can best partner to optimize the cash convergence cycle and align KPI’s to support the overall success of organizations. Listen in to the discussion to find out more.
Treasury Ambassadors Webinar
During this live webinar, exclusively for Treasury Ambassadors, Craig Jeffery will take an in-depth look at Strategic Treasurer’s recent survey data that has not been previously released to the public.