Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2026 Treasury Technology Analyst Report
This newly released version of our annual Treasury Technology Analyst Report delves into Treasury & Risk Management Systems, Treasury Aggregators, SCF and Cash Conversion Cycle Solutions, and Treasury Ecosystem. We have done the research for you! Learn more about these technologies and evaluate some of the top vendors in each industry today.
GENIUS Act: Overview, Survey Results, and Implications
December 16 at 2:00 PM EST
Join us for an in-depth webinar examining the implications of the GENIUS Act for the treasury and finance community, as well as insights from our recent GENIUS Act Survey, providing a data-driven look at current levels of awareness, anticipated challenges, and expected adoption rates.
1.0 CTP, FPAC, and CPE credits available.
#358 – Learning from Literature: Adaptability and Change
In this Learning from Literature episode, Craig Jeffery explores ancient wisdom on change from Heraclitus and Socrates. How can treasurers and business leaders embrace change rather than resisting it? From technology shifts to generational mindsets, discover how focusing on building the new fosters adaptability, resilience, and forward momentum in a dynamic financial world.
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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#335 – Learning from Financial Fraud Series Episode 14: $230M USD Social Engineering Theft
Welcome to another episode of our Learning from Financial Fraud Series. In this fourteenth episode, Jonathan is joined by Craig Jeffery to examine one of the largest cryptocurrency thefts in history. Craig walks us through the attackers’ methods, how they exploited human vulnerabilities, the losses, and the critical lessons organizations can learn to protect against similar scams.
Webinar: AP Automation Readiness Survey Results | January 16
Strategic Treasurer and Deluxe’s 2024 AP Automation Readiness Survey polled corporate practitioners on the AP industry’s pain points, concerns, plans and processes, especially with regard to automation. AP automation has been a goal for organizations for many years, but companies now need to reassess where they stand and how to proceed in the current landscape. In this webinar, we will discuss the key findings from the results of the survey, offering a current view of your peers’ experiences, challenges and plans surrounding AP automation.
Webinar: Treasury & Risk Management Systems | January 8
As treasury’s central workstation, the treasury management system (TMS) streamlines core tasks and offers a central dashboard where treasury can manage its operations. This webinar will cover the current TMS landscape, innovations, challenges driving adoption, and leading practices for selection and implementation. Join us to learn how emerging technologies such as AI, ML, APIs, and microservices are impacting the TMS space, and gain a better understanding of how a solution might support your team and how to move forward in a selection or implementation process.
Fintech Hotseat Head-2-Head: AI and ML Use and Plans
Join us for this fast-paced Head-2-Head session exploring how AI and ML are providing treasurers with the tools they need to navigate complex financial landscapes and unlock new levels of operational excellence.