Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
Cracking the Scammer’s Playbook
Scammers 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 teams can use to strengthen validation, recognize warning signs, and protect payments before funds leave their control.
Payment Essentials: Keeping Up with Payments
October 15 at 2 PM EDT
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.
1.2 CTP, FPAC, and CPE credits available.
#385 – Life After Powell: What’s Next for the Fed and the FOMC? (Federated Hermes)
In this episode, Craig Jeffery talks with John Mosko and Sue Hill of Federated Hermes about Jerome Powell’s final months as Fed Chair and what a leadership change could mean for markets, rates, and policy transparency. They cover potential successors, economic risks, and how treasury teams can prepare for evolving FOMC dynamics and potential impacts in 2026.
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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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?
#343 – How to Identify Gaps in Your Treasury Operations: Assessments 101
In this episode of the Treasury Update Podcast, Jonathan sits down with Paul Galloway to talk about the role of assessments in treasury and finance. Paul covers the importance of evaluating your systems, people, and processes and discusses how to use the results to make better decisions.
Webinar: Supply Chain Finance, Cash Conversion Cycle, and Treasury Ecosystem | March 5
Treasury’s interest in technology extends far beyond core cash management tools, and often, it extends beyond the walls of its own department. Solutions that impact working capital or that help with the broader ecosystem of liquidity management are important to treasury. This webinar covers supply chain finance (SCF) solutions, cash conversion cycle (CCC) automation solutions, and those that fall within the broader treasury ecosystem. Join us to learn how technology can help your company optimize working capital, how different SCF models work, and to discuss the range of tools available to improve efficiency in the CCC and to support treasury operations.
Webinar: The Intersection of Cash Management, Cash Application, and Deductions | March 4
Join Strategic Treasurer and Esker as we explore the integration of cash application and deductions solutions, along with the significant benefits they bring to treasury operations. We’ll dive into how these solutions complement each other to streamline processes, improve cash flow management, and reduce manual effort. Our expert speakers will demonstrate how pairing these technologies can enhance accuracy, speed up collections, and ensure a more efficient and effective working capital strategy. Don’t miss this opportunity to learn how to simplify and optimize your cash management practices.