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.
#239 – From Chaos to Clarity: Strategies for Smooth Bank Integration (Fides & AES Corporation)
When it comes to treasury operations, cash is still king. Holistic cash visibility is a critical differentiator for companies. Digital transformation and open banking have presented many more opportunities for treasury and finance to quickly access the data they need for better cash management and forecasting while streamlining processes through automation. Yet even with the rise of APIs in finance, a significant proportion of companies are still manually pulling bank statements from a plethora of bank portals, and still processing payments manually as well. Learn how AES deployed multi-bank connectivity solutions to eliminate manual processes, improve internal governance and security, protect themselves from payments fraud, ensure regulatory compliance, and achieve real-time liquidity.
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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Mitigating Tax Liability: A Primer for Treasury on Tax Equity Investments and Tax Credits
This webinar will cover different ways to mitigate tax liability for corporations via tax equity investments and tax credits. The event will be co-presented with Monarch Private Capital. 1.2 CTP and FP&A re-certification credits will be given for attendance.
The Importance of Security Training for Treasury
Financial professionals are aware of the threats and perhaps some of the options available. The threats are real – ignoring the problem is simply not an option.
![Cards for Corporates: A Value Proposition for Treasury [Quarterly Webinar]](https://strategictreasurer.com/wp-content/uploads/Webinar-Promo-INV-cards-for-corporates-072618-400x250.jpg)
Cards for Corporates: A Value Proposition for Treasury [Quarterly Webinar]
This session will provide an overview of card services, including a look at the current state and key considerations for treasury. 1.2 CTP and FP&A re-certification credits will be given for this webinar.
![SCF Innovation: Using AI to Optimize Liquidity [Webinar with Taulia]](https://strategictreasurer.com/wp-content/uploads/Webinar-Promo-INV-scf-innovation-071718-400x250.jpg)
SCF Innovation: Using AI to Optimize Liquidity [Webinar with Taulia]
This webinar will cover how technology can help provide better insights into the cash conversion cycle. This webinar will be co-presented with Taulia. 1.2 CTP and FP&A re-certification credits will be given for this webinar.