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.
129: What Is Fiscal Stimulus?
In today’s episode, we’ll hear from Craig Jeffery on fiscal stimulus. What is it, and what is its purpose? How does it impact the economy, finance, and treasury? Listen in to learn about common tools and how fiscal stimulus is funded.
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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Fintech Hotseat Head-2-Head: Bank Connectivity and Data Transformation
Watch this fast-paced Head-2-Head session on demand. In this session we explore how fintechs are addressing bank connectivity and data transformation issues in various ways, using different tools and a multiplicity of partnerships and strategies. Evaluate their approaches as they show and explain how they solve for the hyper-expanding complexity to simplify the missions of both the corporate treasurer and corporate technologist.
Bank Account Management Foundations
Bank Account Management FoundationsIntentional bank account management (BAM) can improve an organization's costs, security, compliance, and efficiency. Understanding what is required for excellent bank account management and ensuring the proper steps are carried out...
#318 – Architecting a Leading Treasury Group with Ron Chakravarti
In today’s podcast, Ron Chakravarti from Citi discusses the Citi Treasury Diagnostic and what defines a leading treasury. Ron also shares insights on creating a top-tier treasury environment, emphasizing the importance of secure funding, compliance, risk management, and operational excellence. Listen in to learn more.
#317 – Thinking About the Future: Structure Your Thinking
In today’s episode, Craig Jeffery, Managing Partner of Strategic Treasurer, emphasizes the importance of a future-focused mindset. He discusses the shift from batch to streaming, the roles of SaaS and PaaS, the importance of speed, and the value of continual learning and data. Listen in to learn more.