Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
GENIUS Act Survey Report
Thank you to all of those who participated in our GENIUS Act flash survey. This survey provides a snapshot of treasury and finance professionals’ current awareness and evolving expectations around the GENIUS Act, a legislative proposal that would establish a regulatory framework for payment stablecoins. While awareness of the GENIUS Act remains low, the broader findings suggest that treasury professionals are preparing for a future in which digital assets play a significant role in corporate finance operations.
Treasury and Risk Management Systems
January 15 at 2:00 PM EST
Join us to explore how developments in AI, automation, and integration are enhancing performance, visibility, and control, and gain insight into how a TMS can strengthen your organization’s efficiency and decision-making.
1.2 CTP and CPE credits available.
#345 – Why Consider Greece for Finance Operations with Alexandros Koliavras
In today’s podcast episode, Craig Jeffery is joined by Alexandros Koliavras, President of the Hellenic Association of Treasurers. They discuss why Greece is an attractive location for a treasury center, citing competitive pricing, a strong pool of finance graduates, and new tax incentives. The conversation also covers the rise of shared service centers and the Hellenic Association of Treasurers’ university collaborations. Listen in to learn more.
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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2024 Generative AI in Treasury and Finance
Survey Results Generative AI in Treasury and Finance Artificial intelligence (AI) has become one of the hottest topics for discussion of late. The growth of ChatGPT and Gemini has increased treasury professionals' level of familiarity and has spurred additional...
#303 – Learning from Financial Fraud Series Episode 9: Payment Server and Network Compromise
Welcome to another episode of our Learning from Financial Fraud Series. In this episode, we’ll look at a case of payment server and network compromise. Craig Jeffery provides his insights on the situation, the attack method, the loss, and the key takeaways.
Webinar: Instant Payments: Leveraging Speed, Data, and Security | May 23
Immediate payments have been emerging across the nation over the past ten years. Speed certainly matters in certain use cases, while richer information is important in most use cases, and improved security is top of mind. This webinar will review some of the key drivers for the use of “instant” payments. Why are companies already using these payment rails, and what is being contemplated and planned? What are the use cases? How are instant payments improving and innovating the treasury functions and funds flow? What are some of the key differences, and how can payment/treasury professionals best plan to take advantage of better payments?
Panel Discussion: From Risk to Resilience: Mastering Core Treasury Challenges | May 30
This panel discussion of a number of treasury thought leaders will cover some of the most pressing issues facing treasury professionals today with a practical twist so that attendees come away informed and ready to act.