Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2026 Compliance Survey
The 2026 Compliance Survey polls treasury and finance practitioners on their experiences, practices, and perspectives regarding a broad variety of treasury compliance activities. Areas covered include KYC, ISO 20022, PSD2, payee verification, Nacha requirements, PCI-DSS, and more. This research examines the outlook for the compliance landscape, aiming to capture both the macro and micro elements of its impact on treasury.
Join us in our market research and take the survey today!
Head-2-Head: Bank Connectivity, ISO 20022, and Formats
June 2 at 11 AM EDT
This session will examine how fintechs are using modern connectivity platforms to help treasury teams navigate change and take advantage of new connectivity models. The discussion will show how evolving technologies, standards, and formats support more efficient data exchange, improved transparency, and better alignment between banks and corporate systems.
1.2 CTP credits available.
#236 – The Treasurers Have Spoken, Episode 2: Survey Results on Payment Hubs and Treasury Aggregators
In this second episode in our series covering the 2022 Analyst Report, Craig Jeffery and Paul Galloway of Strategic Treasurer discuss key findings and implications of relevant survey data. This week, we are focusing on payment hubs and treasury aggregators.
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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A Deeper Dive into Tax Credits: Evaluating Use Cases for Tax Equity Investments
This webinar will examine the scenarios in which organizations can leverage tax equity investments to reduce their tax liability, generate multi-year returns on capital, and create impactful PR opportunities while benefitting and supporting their communities in the process. The event will be co-presented with Monarch Private Capital. 1.2 CTP and FP&A re-certification credits will be given for attendance.
#8 – The Moral Reason for Security
In this podcast, Craig Jeffery caught up with Mark Cuneo in our offices again. This time it was to dissect what he means by the moral reason for security.
The Why and How of Securing Treasury and Payments
This webinar will first explore the dramatic increase in fraud that we have witnessed within the financial environment and how new technologies have given way to the creation of more sophisticated criminal techniques. Next, we will identify common areas of exposure that exist within organizations today and finally, analyze specific methods and strategies that financial practitioners can employ to protect themselves. The event will be co-sponsored by PDG. 1.2 CTP and FP&A re-certification credits will be given for attendance.
IR Volatility: A Decade’s End Game
This webinar will cover the importance of how organizations respond to interest rate volatility. The event will be co-presented with GTreasury. 1.2 CTP and FP&A re-certification credits will be given for attendance.