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.
#379 – Reddit’s IPO and Treasury’s Role in It
In this episode, we will discuss the reasoning behind Reddit’s IPO and describe the journey. While some of the particulars of Reddit’s IPO activities will be discussed, the emphasis will be on what a treasury team needs to consider and do for a successful IPO. Reddit completed its NYSE IPO in March 2024 with an initial valuation of $6.4B.
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: Treasury & Risk Management Systems | January 8
As treasury’s central workstation, the treasury management system (TMS) streamlines core tasks and offers a central dashboard where treasury can manage its operations. This webinar will cover the current TMS landscape, innovations, challenges driving adoption, and leading practices for selection and implementation. Join us to learn how emerging technologies such as AI, ML, APIs, and microservices are impacting the TMS space, and gain a better understanding of how a solution might support your team and how to move forward in a selection or implementation process.
Fintech Hotseat Head-2-Head: AI and ML Use and Plans
Join us for this fast-paced Head-2-Head session exploring how AI and ML are providing treasurers with the tools they need to navigate complex financial landscapes and unlock new levels of operational excellence.
123: What Are Derivative Contracts and Swap Agreements?
In this episode, Paul Galloway explains derivative contracts and swap agreements — what they are, how they function, and their role in financial markets. Listen in to learn about common types of swaps, how they help manage financial risk, and the potential downsides of using these instruments.
#334 – TMS and TRMS: Developments, Changes, and Directions
Craig Jeffery and Paul Galloway discuss developments in treasury management systems (TMS) and treasury & risk management systems (TRMS), including the shift between specialization and generalization, the evolution of technology, and the impact of democratizing technology in this space. Listen in to learn more.