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 Aggregators
February 19 at 2:00 PM EST
This session will review the current TA landscape and examine how organizations are using these solutions to streamline connectivity, standardize data, and enhance compliance across diverse banking environments. Attendees will also learn how emerging technologies are shaping the next generation of TAs, supporting faster payments, real-time data visibility, and more intelligent decision-making within modern treasury operations.
1.2 CTP and CPE credits available.
#361 – Embedded Banking: The Future of Treasury Integration
Craig Jeffery and Dave Robertson explore embedded banking’s growing role in treasury. From API-driven integration to real-time risk mitigation, they discuss how embedded banking is reshaping processes, roles, and even merger strategy. What does this shift mean for corporates, banks, and the future of treasury? Tune in to find out.
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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122: What Are Floating Rates?
In this episode, Craig Jeffery explains floating interest rates — what they are, the factors that influence them, and how they compare to fixed rates. Listen in to learn more.
Webinar: 2025 Payment Initiatives Meeting Evolving Corporate Needs | December 17
As we look toward 2025, corporate treasurers and finance teams will need to navigate key developments and leverage opportunities in payments across four primary areas:
• Reducing Friction: Opportunities to create connections between internal and external systems to increase efficiency.
• Enabling Faster Processing: Enabling speed for teams to meet demands of faster payments.
• Assessing Automation Priorities: Eliminating tasks that don’t require a human. Understanding how to leverage new technologies and implement them effectively so your people can spend more time on higher value tasks.
• Increasing Relevance to Your Organization: Using AI and other tools to create tailored, data-driven experiences that are specific to your context.
Join us for an insightful session where we will dive into how these trends will impact corporate treasury management in the coming years and what you can do to stay ahead of the curve.
#332 – Making Payments Intelligent: The Paradigm Shift (Deluxe)
In this episode, Craig Jeffery, Managing Partner of Strategic Treasurer, and John Rubinetti, President, B2B Payments at Deluxe, discuss the evolution of payments modernization. They explore how banks are shifting from isolated automation to end-to-end solutions, prioritizing data insights, speed, and collaboration. Listen in to learn more.
Fintech Hotseat Head-2-Head: Cash Forecasting
Accurate cash forecasting is identified by the majority of treasury groups as among their most critical needs. Watch this fast-paced Head-2-Head on demand where we will explore innovative cash forecasting solutions that enable treasurers to navigate uncertainty and make more agile, informed financial decisions.