Consultants in Treasury
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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.
#391 – New Nacha Rules: What Treasurers Need to Know
In this episode, Paul Galloway covers the upcoming Nacha rule changes. He breaks down what’s required in 2026, including ACH monitoring, vendor validation, and fraud defense procedures. What steps should treasury teams take now to prepare and stay compliant? Tune in for practical guidance.
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: From Tariffs and Chaos to Control | March 27
This discussion will highlight the results of the recent and timely research conducted by Strategic Treasurer and Bottomline. Expert speakers will discuss the survey data and what treasurers and CFOs should be considering and doing to improve cash visibility and risk management in uncertain times, including guidance on how to:
• Improve forecasting accuracy and scenario planning
• Navigate market volatility with greater confidence
• Appropriately manage exposures and prioritize actions
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.
Bank Connectivity: Navigating Complexity in a Hybrid World eBook
Connectivity has become increasingly important to more organizations. The rate of change in some companies, coupled with technological shifts, is requiring most commercial and corporate-sized organizations to review and update their strategies for connectivity. For a...
#348 – Career Accelerators and Pathways
In this episode, Craig Jeffery hosts Elisabeth Constantin from ABREO Executive Services and Royston Da Costa, Assistant Treasurer at Ferguson, to discuss career accelerators and pathways for treasury leaders. They explore various strategies for advancing careers, such as board service, academia, mentorship, and profile diversification. Elisabeth emphasizes the importance of exit planning and balancing personality development with skill optimization. Royston highlights both traditional and new career pathways in treasury. Listen in for a fresh perspective on professional growth and leadership.