Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
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.
#244 – Bankers Have Highly Negative Response to RTO Mandates (The Treasury Recruitment Co)
On this episode, Mike Richards joins Craig Jeffery in a discussion that is fueled by two recent surveys. The first survey was Treasury’s Return to Office Status Survey conducted by Strategic Treasurer, which was taken by 249 respondents in the corporate, financial, and government spaces. The second survey discussed in this podcast is the Treasury Salary Survey 2023 released by the Treasury Recruitment Company.
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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#16 – Supply Chain Finance & Working Capital Insights for Treasury
This episode will discuss the modern-day advantages of supply chain finance, with a focus on the impact that such programs have on treasury.
2018 Supply Chain Finance- FinTech Analyst Report
This report aids corporate practitioners in understanding supply chain finance programs and technology solutions. It includes an overview of the economic conditions that led to increased interest in SCF, background on the business case, and in-depth coverage of some leading providers.
2018 Treasury Aggregators – FinTech Analyst Report
This report focuses on the FinTech solutions that provide sophisticated bank connectivity, payments, security, compliance, and cash management functionality to corporations. It analyses why aggregation technology is so important and evaluates some of the primary benefits of its use.
2018 Treasury and Risk Management Systems – FinTech Analyst Report
This report offers a thorough evaluation of the TMS space by providing the data behind which areas of functionality corporates are planning to invest in, the types of solutions seeing the most traction, and an explanation of the primary benefits derived through the use of such a solution.