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.
#234 – The Mysteries of Dollar Creation and the Future of Money (Todd Yoder, Fluor Corporation)
As a strategic treasurer, you need to be aware and alert. There are signs of what’s ahead all around. Are you seeing the signs? In this episode, Host Craig Jeffery interviews Todd Yoder, Global Director of Treasury at Fluor Corporation, on the long-term and short-term asset liability match and the impact of inflation. They also discuss many ideas on the future changes of money.
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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2017 B2B Payments & WCM Strategies
This brand new report & infographic demonstrates current trends in B2B payments and working capital management strategies. Request your free copy today!
2017 Treasury Fraud & Controls
This free report (with infographic) explains why current survey data demonstrates that “Crime Does Pay!” and what your organization should do about it.
Insider Fraud: More Prevalent than You Think [Q1 Newsletter Article]
While some fraud does occur from external sources (particularly remote operations on the other side of the world), what many firms might find surprising is that over one-third of fraud originates internally – from either current or former employees.
Treasury Aggregators: An In-Depth Look
Strategic Treasurer defines a Treasury Aggregator as a solution that provides a single connection point to all of a corporate’s banking connections for both payments and reporting.


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