Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
How Your Banks See You: Understanding and Managing Bank Relationships
This white paper explores how banks assess relationship value and how treasury can use RAROC, share of wallet, and bank fee benchmarking to better understand where relationships stand and manage them more effectively.
Context for Confidence: Hoping, Thinking, or Knowing Your Payments Are Secure
September 15 at 11 AM EDT
This webinar will examine how treasury can build a more comprehensive view of the payment process, connecting responsibilities, risk signals, and controls across the organization. The discussion will explore the role of monitoring, AI-enabled analysis, and cross-functional collaboration in identifying hidden risks and strengthening confidence that payments are secure before they are released.
1.2 CTP and FPAC credits available.
#390 – Expectations for 2026: Fed, Monetary Policy, Economy (Federated Hermes)
In this episode, Craig Jeffery speaks with Debbie Cunningham and John Mosko of Federated Hermes about expectations for 2026. They cover interest rate policy, Fed leadership changes, inflation pressure, and investment strategy. How should treasury teams respond to a slow-growth environment and policy uncertainty? Listen in for insight.
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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Webinar: AI for Treasury Teams: Improving Cash and Liquidity Oversight with AI and Automation | May 20
With rising tariffs, FX fluctuations, and ongoing market volatility, treasury teams are under increasing pressure to safeguard liquidity, manage financial risk, and provide strategic guidance—often across multiple entities, currencies, and systems. In this high-stakes environment, even well-run operations can face blind spots: creeping expenses, unexpected shortfalls, or missed signals that impact decision-making.
AI is emerging as a powerful ally, but its impact depends on the quality of the underlying data. Clean, connected, and real-time data is the foundation for applying AI to treasury. Without it, even the most advanced models can’t deliver accurate or actionable insights.
In this session, Tomer Amitai, CFO at Natural Intelligence, will share how his team is approaching these challenges with AI. He’ll walk through the practical steps they’ve taken to strengthen data integrity, apply AI in treasury workflows, and gain better oversight across cash and liquidity. Whether you’re exploring AI or already experimenting, you’ll walk away with actionable takeaways grounded in real-world experience.
Rethinking the Impact of Accounts Receivable ebook
AR is where finance meets customer service. With a hidden impact on customer retention, liquidity, and other organizational goals, AR processes can either meaningfully support the company's health and growth or can have detrimental unintended consequences. This ebook...
#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.
#353 – 2025 Tariffs and Treasury with Bottomline
Craig Jeffery and Leo Gill explore how tariffs impact treasury, sharing insights from a flash survey. They discuss financial risks, corporate responses, and the role of automation in navigating uncertainty. Listen in to learn more.