Consultants in Treasury
Advising individual clients. Informing the industry at large. PractitionersProviders
2025 Treasury Fraud and Controls Survey
This survey seeks to evaluate the current and projected impact of fraud on the finance and treasury environment. Practitioners from all industries are polled on their experiences. The data is compiled with multi-year data and used to educate the industry on how the fraud landscape is evolving and how practitioners can better protect themselves and their organizations against attacks.
Join us in our market research and take the survey today!
Workshop Series: AI Initiatives
October 22 at 11:30 AM EDT
Artificial intelligence is an area of high interest and increasingly important focus for treasury teams seeking to improve performance and prepare for the future. This live, three-hour workshop featuring technology and treasury experts is designed to meet the need for practical, detailed, and finance-specific insights on AI. Attendees will gain a grounded view of how AI is being applied across treasury functions, the challenges and opportunities it presents, and real-world considerations surrounding adoption. With a focus on actionable knowledge and industry relevance, this workshop will equip participants to better evaluate, plan, and execute their own AI initiatives.
3.6 CTP and FPAC credits available.
#371 – Exploring Homomorphic Encryption: Fundamentals and Potential Applications in Finance
In this episode, Craig Jeffery and Brian Weeks explore homomorphic encryption, an emerging encryption method that allows data to be processed while still encrypted. They discuss how it works, why it matters, and potential future applications in finance, benchmarking, and fraud detection. When will it become relevant to treasury? Listen in for a forward-looking perspective.
Cash Forecasting & Visibility Survey Report
Strategic Treasurer’s Cash Forecasting & Visibility Survey, developed in partnership with TIS, sought to understand the current trends in forecasting methods and technology, visibility and reporting, and technology use. What are your peers’ practices surrounding these activities today? What kinds of technology do they use now, and what are they planning to invest in soon?
This report seeks to explain what others in the treasury and finance industry are experiencing and doing to handle this challenging set of activities.
Bank Connectivity: Navigating Complexity in a Hybrid World
This ebook helps explain the key aspects of bank connectivity and address some critical changes that are occurring while providing practical and strategic guidance to those charged with connecting to the outside world.
Download your copy today!
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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Webinar: AI-Powered Attacks on Treasury: What You’re Missing and How to Prepare | August 7
Cybercriminals are constantly evolving, including adopting technology like AI to carry out increasingly sophisticated fraud attempts. From deepfake voice calls to automated vendor fraud, the speed and scale of threats are accelerating.
This session breaks down how attacks are happening and who is behind them. Find out how treasury and finance teams can protect their business payments by thinking like an attacker and improving processes. Attendees will come away from this webinar better understanding how they can strengthen their defenses before fraud happens.
#366 – Leading Practices in Treasury: Strategies for Unforeseen Challenges
In the final episode of the series, Paul Galloway joins host Pushpendra Mehta to unpack strategies for unforeseen challenges. From threat assessments and forecasting to communication and automation, they explore how treasury can enhance resilience and agility in uncertain times. Discover practical steps to ensure liquidity, visibility, and strategic readiness when disruption strikes.
#365 – Leading Practices in Treasury: Compliance and Leveraging Networks
In this episode, Paul Galloway joins Pushpendra Mehta to explore compliance and network optimization in treasury.
Deepfakes & Payments Fraud
Deepfakes & Payments Fraud: Is Treasury Prepared?What if everything looked and sounded exactly right—but it wasn't? Deepfakes, AI-generated impersonations that mimic real voices and faces, are becoming a serious risk to treasury teams, enabling attackers to fake...