Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
GENIUS 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 and Risk Management Systems
January 15 at 2:00 PM EST
Join us to explore how developments in AI, automation, and integration are enhancing performance, visibility, and control, and gain insight into how a TMS can strengthen your organization’s efficiency and decision-making.
1.2 CTP and CPE credits available.
#222 – Treasury and New Technology: 6G, Metaverse, and Digital Assets (Ferguson plc & Bank of America)
In this episode, Craig Jeffery talks with Royston DaCosta of Ferguson plc and Tiffany Wan of Bank of America on the importance of taking on new technologies while remaining intentional to the mission of your business.
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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Leading Practices for Treasury in the Financial Supply Chain eBook
THE PAYMENTS LANDSCAPE IS EVOLVING AT A SPECTACULAR RATE Treasury is charged with acting as a careful steward over a range of financial liquidity requirements, operational performance goals, and protection of the organization's most liquid assets. Leading Practices...
Treasury’s Role in Transforming Accounts Payable into a Profit Center
TREASURY IS AN IDEAL PARTNER TO HELP TRANSFORM A/P INTO A PROFIT CENTER Treasury's Role in Transforming Accounts Payable into a Profit Center This white paper covers all the topics your treasury department will need to reconfigure your A/P department into a "profit...
With Greater Payments Complexity Comes the Need for Efficiency eBook
THE PAYMENTS LANDSCAPE IS EVOLVING AT A SPECTACULAR RATE Today, the ability to quickly and accurately exchange information between parties is not an optional benefit; it's a vital necessity. With Greater Payments Complexity Comes the Need for Efficiency This eBook...
2017 Treasury + Risk Management Systems Analyst Report
REPORT RELEASE This report exists to help you understand the components of the treasury technology industry by providing current data and strategic insight. Analyst Report Series Our annually produced Analyst Report Series provides a full picture of the leading...