Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2026 Compliance Survey
The 2026 Compliance Survey polls treasury and finance practitioners on their experiences, practices, and perspectives regarding a broad variety of treasury compliance activities. Areas covered include KYC, ISO 20022, PSD2, payee verification, Nacha requirements, PCI-DSS, and more. This research examines the outlook for the compliance landscape, aiming to capture both the macro and micro elements of its impact on treasury.
Join us in our market research and take the survey today!
Head-2-Head: Bank Connectivity, ISO 20022, and Formats
June 2 at 11 AM EDT
This session will examine how fintechs are using modern connectivity platforms to help treasury teams navigate change and take advantage of new connectivity models. The discussion will show how evolving technologies, standards, and formats support more efficient data exchange, improved transparency, and better alignment between banks and corporate systems.
1.2 CTP credits available.
#361 – Embedded Banking: The Future of Treasury Integration
Craig Jeffery and Dave Robertson explore embedded banking’s growing role in treasury. From API-driven integration to real-time risk mitigation, they discuss how embedded banking is reshaping processes, roles, and even merger strategy. What does this shift mean for corporates, banks, and the future of treasury? Tune in to find out.
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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#325 – Blockchain – The Great Hope for KYC with Royston Da Costa
In this episode, Craig Jeffery and Royston Da Costa discuss blockchain’s potential for revolutionizing KYC. They cover its benefits, limitations, and how it could enhance transparency. Craig reviews past tech predictions, and Royston shares his outlook on when blockchain might fully deliver on its promise, along with real-world examples.
#324 – What Can Corporate Treasury Learn from the Euro Banking Association?
In this episode, Craig Jeffery and Kate Pohl explore the role of the Euro Banking Association (EBA) and what corporate treasury can learn from it. They discuss EBA’s functions and its impact on the banking industry. Kate also shares how corporations in North America can engage with the EBA and benefit from its resources.
118: What Is a Pentest?
In today’s episode, we’ll hear from Craig Jeffery on pentests. What are they, who performs them, and why are they vital for cyber security? Listen in to learn more.
Webinar: Effective Bank Account Management | October 15
Treasury is responsible for understanding what is required for strong bank account management (BAM) and for ensuring that the appropriate steps are taken at the appropriate times. Whether this is carried out well or poorly will impact your company’s costs, efficiency, compliance status, and security, but there is often a lack of clarity on exactly what needs to be done. This webinar will cover foundational components and leading practices, offering attendees practical guidance for designing, implementing, and maintaining their BAM.