Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProvidersPayment Essentials: Keeping Up with Payments
October 15 at 2 PM EDT
Those responsible for payments must keep pace with accelerating developments. This fast-paced session will highlight major changes and shifts and provide a practical framework to help treasury teams stay current and respond effectively as the environment continues to evolve.
1.2 CTP, FPAC, and CPE 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.
Compliance Survey Report
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.
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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2018 Treasury Fraud & Controls Survey
Survey ResultsTreasury Fraud & ControlsWith your help, we've consistently found that fraud is a top ranking concern for treasury. This year, as it has become a bigger issue worldwide, we discover how your experiences and practices have changed. Has your security...
Treasury Technology: Using ROI to Make Your Point
This article discusses how you can make your case for using treasury technology. It is based off a webinar that was held in March 2018.
Survey Results: Treasury Fraud & Controls [Webinar with Bottomline Technologies]
This webinar is based on the results of the 2018 Treasury Fraud & Controls Survey underwritten by Bottomline Technologies. During this webinar, we will discuss high-level results and provide some year-over-year comparisons. 1.2 CTP and FP&A re-certification credits will be given for this webinar.
TMS Selection and Implementation: Project Management 101
This article discusses some of the key steps we recommend to implement a TMS. It is based off a webinar that was held in February 2018.

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