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.
Fintech Hotseat Head-2-Head: Data Management
November 13 at 11:00 AM EST
In this Head-to-Head session, leaders will present how they help treasury normalize, move, ingest, and analyze financial data. Today, there is far more data being generated more quickly. Leveraging that data requires excellent, modern tools and solution sets.
1.2 CTP and FPAC credits available.
#354 – Exploring the Treasury Ecosystem
In this episode, Craig Jeffery and Paul Galloway from Strategic Treasurer dive into the evolving treasury ecosystem, exploring niche fintechs, emerging technologies, and the growing importance of integration and networks. Discover how treasury ecosystem providers are addressing security, complexity, and operational gaps—and what this means for treasury’s future.
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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Webinar: 2025 Treasury Trends | December 12
As we approach 2025, the global financial environment is shifting rapidly in some concerning directions. Geopolitical tensions persist, and the possibility of wars spreading continues to increase. Central banks are grappling with economic imbalances while seeking to avoid unwanted consequences of their decisions. Technological advancements are reshaping treasury operations, and the pace is accelerating. This webinar will explore the following questions:
• Should treasurers leverage AI and advanced analytics to enhance risk management and decision-making?
• What strategies can companies employ to optimize liquidity and working capital in an increasingly globalized and digital economy?
• In what way and to what extent will real-time payments and APIs impact cash management practices?
Join our expert panel for an insightful discussion on the transformative trends shaping treasury management and learn how to position your team and organization for success in this dynamic financial landscape.
121: What Is OCI?
In this episode, Craig Jeffery breaks down OCI — what it stands for, how it differs from net income, and why it’s crucial for treasurers. Listen in to understand the impact of OCI on financial strategy.
#330 – Managing Geopolitical Risks in Treasury (ION)
In this episode, Craig Jeffery of Strategic Treasurer and Sourabh Verma of ION Treasury discuss the critical role of geopolitical risk management in treasury. They explore the impact of major geopolitical events like elections, military conflicts, and trade agreements on financial operations and risk exposure. Listen in to learn more.
Webinar: Value of Better Payments: Additional Use Cases | December 4
Payment types are multiplying, with new payment rails offering innovative features around three main priorities: speed, enriched data, and security. Security is always important, rich data is important in most use cases, and speed is a priority in certain use cases. This webinar will look at how payments can be better on a comprehensive basis, rather than focusing on only one dimension. A variety of use cases will be used to explore the need for speed, data, and security in different situations. Attendees will come away with an improved understanding of different payment types and how they address particular use cases at various organizations.