Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersGENIUS Act Survey Report
Thank you to all of those who participated in our GENIUS Act flash survey. This survey provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.
Treasury Aggregators
February 19 at 2:00 PM EST
This session will review the current TA landscape and examine how organizations are using these solutions to streamline connectivity, standardize data, and enhance compliance across diverse banking environments. Attendees will also learn how emerging technologies are shaping the next generation of TAs, supporting faster payments, real-time data visibility, and more intelligent decision-making within modern treasury operations.
1.2 CTP and CPE credits available.
#228 – Stewardship: Environment, Finance, and the Community (Southwire)
Companies are stepping back to take a long-term look at their business plans. Meeting annual and quarterly targets is being balanced with new ideas for long-term strategic plans. In this podcast, Craig Jeffery talks with Christy Wright about the commitment that Southwire has made to its community and environment. Topics of discussion include offering better terms, Southwire’s Supplier Sustainability Program, greenhouse gas goals, and sustainable cash investments.
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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Tips for Staying Ahead of the Compliance Curve
This article provides some tips for preparing for compliance updates and changes. It is based off a webinar that was held in April 2018.
Tech Tune-Up: 5 Areas of Innovation for Treasurers in 2018 [Q1 2018 Newsletter Article]
Results from a recent survey conducted by TD Bank and Strategic Treasurer have shed light on exactly how treasurers are viewing today’s financial technology landscape, and pinpoints where their investment and focus will be directed in the years to come.
Survey Results: B2B Payments & WCM Strategies [Webinar with Bank of America Merrill Lynch & Bottomline Technologies]
This webinar is based on the results of the 2018 B2B Payments & WCM Strategies Survey underwritten by Bank of America Merrill Lynch & Bottomline Technologies. During this webinar, we will discuss high-level results and provide some year-over-year comparisons. 1.2 CTP re-certification credits will be given for this webinar.
Survey Results: Higher Education [Webinar]
This webinar is based on the results of the 2018 Higher Education Survey. While the content will be focused towards those in the higher education industry, everyone is welcome.



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