Consultants in Treasury
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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 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.
#220 – The Strategic Treasurer Series: Mastering the Hybrid Role (Part 4)
This episode is part four of our Strategic Treasurer Series on treasury roles. Although we are exploring different specific roles in treasury, it is often required for treasurers to wear many hats and fit into a hybrid role. Listen in as Craig Jeffery and Paul Galloway discuss the mindset needed for maintaining a hybrid role.
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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Overview of Treasury Aggregator Analyst Report
Bank Hackers and Smartphones: Managing Points of Exposure
What do bank hackers attacking smartphones have to do with treasury professionals?
2016 FBAR & BAM Update
Figure out the latest with what’s going on with FBAR and BAM here. Learn what you and your company needs to do to stay up-to-date with regulations.
FBAR: Extension to 2017
For those of you who are individuals filing FBARs with signature authority over but no financial interest in the accounts, your due date for these individual FBARs is now…