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 Aggregators
February 19 at 2:00 PM EST
This session will review the current TA landscape and examine how organizations are using these solutions to streamline connectivity, standardize data, and enhance compliance across diverse banking environments. Attendees will also learn how emerging technologies are shaping the next generation of TAs, supporting faster payments, real-time data visibility, and more intelligent decision-making within modern treasury operations.
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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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.
Webinar: For Bad or Good: How AI Can Be Used to Attack or Defend Your Payments | May 16
It is imperative for today’s finance professionals to expand their knowledge of generative AI technologies to keep pace with developments in the market. This session will explore the different uses of AI, for both bad and good, and how finance teams can leverage AI tools in the B2B payment process to protect their bottom line. Attendees will learn about some of the major innovations in AI that are impacting their functions, and the discussion will examine the opportunities and risks AI presents. Featuring a discussion between experienced leaders in AI, including the foremost expert at Colgate-Palmolive, the CEO of B2B payment security platform Trustmi, and the founder and managing partner of consulting firm Strategic Treasurer, the session will offer attendees a deeper understanding of AI tools they can leverage in their day-to-day to protect their B2B payment workflows and avoid future cyberattacks.
Webinar: Unveiling the Future: Applying AI in Treasury Management | May 22
Few technologies have generated as much excitement – and confusion – among treasurers as artificial intelligence (AI). This webinar will cut through the noise and reveal the groundbreaking results of a recent survey on current trends and future projections regarding the integration of AI and generative AI in treasury. Our speakers will explore the prevailing challenges faced by treasurers, how AI transforms traditional treasury processes, and how treasurers plan to leverage AI technologies to address evolving challenges and drive innovation in treasury management.
#302 – Short-Term Investing Series by Federated Hermes – Part 3: Bank Deposits versus Money Market Funds
In this episode of the Short-Term Investing Series with Federated Hermes on the Treasury Update Podcast, experts from Federated Hermes delve into cash investing options, discussing bank deposits and money market funds. Explore the latest on safety, liquidity, and yield, plus the impact of recent bank failures and FDIC actions. Understand the pros and cons of each investment strategy in today’s ever-changing market.