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.
Fintech Hotseat Head-2-Head: Data Management
November 13 at 11:00 AM EST
In this Head-to-Head session, leaders will present how they help treasury normalize, move, ingest, and analyze financial data. Today, there is far more data being generated more quickly. Leveraging that data requires excellent, modern tools and solution sets.
1.2 CTP and FPAC credits available.
127: What Is Algorithmic Trading?
In today’s episode, we’ll hear from Christin Cifaldi on algorithmic trading. What is it, and how does it differ from traditional stock trading? What are the key components of an algorithm, and how do they make decisions?
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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111: What Is the Internet of Things?
Christin Cifaldi, Director of Product Development & Analytics, joins us on today’s podcast to discuss the concept of the internet of things (IoT) in technology. What is the IoT, and what are its benefits and risks? Listen in to learn more.
#308 – Shifts and Conflicts in Today’s Economy – A Conversation with Dr. William Chittenden
Despite recent data, many people still believe inflation is increasing. In today’s podcast, Dr. William Chittenden, President & CEO of SW Graduate School of Banking, will discuss a Harris Poll showing that 55% think the economy is shrinking, 56% believe the US is in a recession, 49% think the S&P 500 is down, and 49% believe unemployment is at a 50-year high. Dr. Chittenden will clarify the economic statistics and explore why these misconceptions exist, covering topics such as inflation, employment, interest rates, and the US national debt.
#307 – Learning from Financial Fraud Series Episode 11: Control Removal – The Criminals’ Backdoor
Welcome to another episode of our Learning from Financial Fraud Series. In this eleventh episode, we’ll look at what can be learned from a recent scam involving an unauthorized debit. Craig Jeffery provides his insights on the situation, the attack method, the loss, and the key takeaways.
#306 – Learning from Financial Fraud Series Episode 10: Learning from Deepfake Scams
Welcome to another episode of our Learning from Financial Fraud Series. In this tenth episode, we’ll look at what can be learned from a recent deepfake scam. Craig Jeffery provides his insights on the situation, the attack method, the loss, and the key takeaways.