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.
130: What Is Monetary Policy?
In today’s episode, we’ll hear from Craig Jeffery on monetary policy. What is it, and what is its purpose? How does it impact the economy, finance, and treasury? Listen in to learn about common tools, how central banks manage the money supply, and the role of interest rates in economic stability.
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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118: What Is a Pentest?
In today’s episode, we’ll hear from Craig Jeffery on pentests. What are they, who performs them, and why are they vital for cyber security? Listen in to learn more.
Webinar: Effective Bank Account Management | October 15
Treasury is responsible for understanding what is required for strong bank account management (BAM) and for ensuring that the appropriate steps are taken at the appropriate times. Whether this is carried out well or poorly will impact your company’s costs, efficiency, compliance status, and security, but there is often a lack of clarity on exactly what needs to be done. This webinar will cover foundational components and leading practices, offering attendees practical guidance for designing, implementing, and maintaining their BAM.
#323 – Exploring Generative AI, ML, and RPA in Treasury with Royston Da Costa
In this episode, Craig Jeffery and Royston Da Costa discuss how generative AI, machine learning (ML), and robotic process automation (RPA) are transforming treasury functions. They provide real-world examples of current applications, discuss expected trends for the next 2-3 years, and explore emerging technologies like ChatGPT, Microsoft Copilot, and augmented reality. Listen in to learn more.
Webinar: 2024 Treasury Perspectives Survey Results | October 16
The Treasury Perspectives Survey studies treasury and finance’s views, practices, and plans across a wide range of topics over time. Business leaders are polled on their economic and geopolitical outlook, top concerns, credit use and availability, operations and benchmarks, staffing, regulation, bank relationship management, technology, and more. In this webinar, Strategic Treasurer and TD Bank will cover key findings from the 2024 Treasury Perspectives results, discussing what the data means for today’s treasury professionals.