Consultants in Treasury

Advising individual clients. Informing the industry at large.
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Guide to Excellence in Treasury eBook

NEW RELEASE

Deepfakes & Payments Fraud: Is Treasury Prepared?

What if everything looked and sounded exactly right—but it wasn’t? Deepfakes, AI-generated impersonations that mimic real voices and faces, are becoming a serious risk to treasury teams, enabling attackers to fake payment requests and slip past routine safeguards. As these scams grow more convincing, organizations need stronger controls, smarter tools, and teams that understand the danger and are well prepared.

This white paper explores how deepfakes are being used in fraud, why treasury is especially exposed, and what steps can help catch and stop a scam before it causes damage.

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors

Thriving as a Treasurer Amid Economic Volatility

July 15 at 2PM EDT

In a world shaped by central bank decisions, labor market shifts, and evolving trade dynamics, businesses are facing increasing volatility. While the future remains uncertain, standing still is not an option. How can treasury teams rise to the occasion? Join this webinar to explore practical insights and strategies that empower treasury professionals to adapt, stay effective, and support their organizations through turbulent times.

1.2 CTP and FPAC credits available.

#346 – Leading Practices in Treasury: An Audiobook from our Professional Development Series

#346 – Leading Practices in Treasury: An Audiobook from our Professional Development Series

In this ebook, both new and experienced treasury professionals will find practical, focused
recommendations and considerations to help hone their skills.With fine-tuned leading practices for bank
relationship management, bank account architecture, forecasting, compliance, managing unknown risks,
and more, this guide offers tried and true approaches that will help you and your organization thrive.

2025 Tariffs and Treasury Survey Report

Cash Forecasting & Visibility Survey Report

Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon?

This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.

Bank Connectivity: Navigating Complexity in a Hybrid World

Bank Connectivity: Navigating Complexity in a Hybrid World

This ebook helps explain the key aspects of bank connectivity and address some critical changes that are occurring while providing practical and strategic guidance to those charged with connecting to the outside world.

Download your copy today!

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

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Industry Surveys

Industry Benchmarks

Turn-Key Webinars

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Analyst Reports

Temporary Treasury Staffing

Connectivity & Onboarding

FBAR Compliance Filing

Bank Fee Management

Leading Practices Benchmarking

Pricing Analysis

Bank Staff Training

Time to Revenue

Underwritten Industry Surveys

Leading Practices Benchmarking

Analyst Report Participation

Co-Branded Webinar Hosting

Co-Authored Content Creation

Underwritten Industry Surveys

Leading Practices Benchmarking

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#328 – What’s Happening at AFP 2024?

#328 – What’s Happening at AFP 2024?

Join us as we gear up for AFP 2024 in Nashville! Hear from Jonathan, Craig, and Ky as they share what’s in store for this year’s event. They discuss key takeaways to look for at AFP, including payment growth, fraud prevention, AI, and networking tips for making the most of the event.

Get ready to connect, learn, and engage at AFP 2024. We hope to see you in Nashville!

#327 – SEPA Instant Payments

#327 – SEPA Instant Payments

In this episode, Craig Jeffery and Kate Pohl discuss instant payments in Europe, covering the benefits, challenges, and key questions around these rapid transfers. They explore legal adjustments, bulk payments, FX handling, and the future of instant payments.