Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Hyperscaling Fraud vs. Building Adaptive Defenses
As fraud tactics become more sophisticated and scalable, traditional defenses must evolve with them. This white paper examines how treasury and finance teams can build a more adaptive approach to payment security by strengthening foundational practices and continually reassessing people, processes, controls, account structures, and technology as risks change.
Transaction Banking in 2026: What Your Peers Are Prioritizing Now
November 3 at 2 PM EST
Drawing on the 2026 Transaction Banking Perspectives Survey, conducted this past summer, this webinar will explore what respondents are saying about the economic environment, changing client and payment needs, emerging technologies and risks, and the broader transaction banking landscape.
1.2 CTP, FPAC, and CPE credits available.
#432 – ISO 20022 Delayed: What Treasury Should Do Now
In this episode, Craig Jeffery and Paul Galloway explain what Swift’s ISO 20022 deadline changes mean for corporate treasury.
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: Payment Essentials: Keeping Up with Payments | October 15
Those responsible for payments must keep pace with accelerating developments. This fast-paced session will highlight major changes and shifts and provide a practical framework to help treasury teams stay current and respond effectively as the environment continues to evolve.
Cracking the Scammer’s Playbook
Cracking the Scammer's PlaybookScammers build trust, gather information, and manipulate communications to make fraudulent payment requests appear legitimate. This white paper examines the stages of the scammer's playbook and the leading practices treasury and payments...
#427 – Economic Update: Treasury Considerations for the Remainder of 2026
In this episode, Craig Jeffery and Paul Galloway discuss the economic conditions treasury teams should be watching through the remainder of 2026.
Fintech Hotseat Head-2-Head: Working Capital
In this Head-to-Head session, providers will discuss how their solutions support working capital optimization in dynamic environments.