Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
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 and Risk Management Systems
January 15 at 2:00 PM EST
Join us to explore how developments in AI, automation, and integration are enhancing performance, visibility, and control, and gain insight into how a TMS can strengthen your organization’s efficiency and decision-making.
1.2 CTP, FPAC, and CPE credits pending.
#355 – 2025 Tariff Impacts and Treasury: Navigating Uncertainties
In this episode, Pushpendra Mehta sits down with Craig Jeffery to explore how treasurers can prepare for tariff-induced risks and uncertainties. Listen in to learn more.
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: Bank Implementation: Why Leading Practices Matter to Corporations | November 20
The process of implementing new bank services (or, from the bank’s perspective, adding a new customer) is normally characterized as lengthy, painful, and necessary. Given that most companies have to add bank services or shift banks regularly, the need for improvements to onboarding processes is clear. This webinar will examine a number of leading practices for implementation (or onboarding) and show how these matter to both commercial/corporate clients and banks. This will provide the listeners with a blueprint of what to request from their banks and help move the conversations and projects forward more gracefully.
#329 – Short-Term Investing Series by Federated Hermes – Part 4: Election and Fed Actions: The Interaction of Fiscal and Monetary Policy
In this episode of the Short-Term Investing Series with Federated Hermes on the Treasury Update Podcast, experts from Federated Hermes, Sue Hill, John Mosko and Steve Chiavarone, join Craig Jeffery to discuss the intersection of fiscal and monetary policy amid recent Fed rate cuts and the impending elections. They explore how the Fed’s adjustments to interest rates and possible election outcomes could shape market expectations, inflation, and policy changes.
#328 – What’s Happening at AFP 2024?
Join us as we gear up for AFP 2024 in Nashville! Hear from Jonathan, Craig, and Ky as they share what’s in store for this year’s event. They discuss key takeaways to look for at AFP, including payment growth, fraud prevention, AI, and networking tips for making the most of the event.
Get ready to connect, learn, and engage at AFP 2024. We hope to see you in Nashville!
120: What Is RAROC?
In this episode, Craig Jeffery explains RAROC — what it stands for, how it’s calculated, and why it’s important for banks and financial institutions. Listen in to learn more.